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CIK: 0001963787
Total reported value
$368.4M
$368.4M
434 檔
18.5%
The Q4 2025 SEC filing reveals that Commonwealth Retirement Investments LLC held a total portfolio value of $368.4M, covering 434 public equity positions.
In Q4 2025, Commonwealth Retirement Investments LLC displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 434 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 7.08% | +1.38% | -2.76% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | +0.08% | +0.50% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 3.83% | +0.19% | -2.07% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.79% | -1.33% | -0.08% | |
| 5 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.12% | -0.59% | -1.08% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.99% | -4.12% | EXIT | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.67% | +0.49% | -1.54% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.55% | -0.20% | +6.71% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.54% | +0.07% | +0.93% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.51% | -0.75% | -1.19% | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.44% | -0.97% | +2.77% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.29% | -0.58% | -12.34% | |
| 13 | MO | Altria Group Inc | Stock-Consumer Staples | 2.14% | -0.55% | +1.93% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.20% | +6.43% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.00% | -0.25% | +1.89% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.79% | +0.18% | -13.27% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.44% | -0.36% | -1.03% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.41% | -0.75% | +17.80% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.40% | — | +40.42% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.40% | +0.43% | -3.72% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.35% | +0.15% | +10.05% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.31% | -0.05% | +6.86% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.31% | -1.05% | -19.38% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.26% | +0.18% | +6.51% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.18% | +0.14% | +34.24% | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.18% | -1.07% | +2.91% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.18% | -0.57% | +2.30% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.08% | — | — | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.06% | -0.57% | +2.27% | |
| 30 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.05% | -0.25% | +5.00% | |
| 31 | ALL | Allstate CORP | Stock-Financials | 0.99% | +0.07% | +5.40% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.98% | +0.01% | NEW | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | +0.92% | -0.06% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.92% | -0.01% | -3.53% | |
| 35 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.89% | -0.33% | +1.86% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.86% | -0.64% | -2.87% | |
| 37 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.84% | -0.63% | -0.25% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | +2.00% | -0.86% | |
| 39 | MTB | M & T Bank CORP | Stock-Financials | 0.71% | -0.42% | +0.40% | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.70% | -0.66% | -7.90% | |
| 41 | MET | Metlife Inc | Stock-Financials | 0.68% | +0.44% | +0.49% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.13% | -2.13% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.62% | -0.01% | +3.56% | |
| 44 | PRU | Prudential Financial Inc | Stock-Financials | 0.60% | +0.02% | +1.20% | |
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.59% | -0.46% | +1.39% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.58% | +0.04% | -43.63% | |
| 47 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.57% | +0.06% | -0.87% | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.56% | -0.49% | -0.21% | |
| 49 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.55% | +0.06% | +10.54% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.50% | +0.16% | +80.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +0.5% | -1.08% | Trim |
| 2 | IVE | Ishares S&p 500 Value ETF | +0.4% | +40.42% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.3% | +34.24% | Add |
| 4 | AMAT | Applied Materials Inc | +0.2% | -1.03% | Trim |
| 5 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +80.76% | Add |
| 6 | BMY | Bristol-myers Squibb Co | +0.2% | +2.91% | Add |
| 7 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +17.80% | Add |
| 8 | AMGN | Amgen Inc | +0.1% | +2.30% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | -1.54% | Trim |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +10.05% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | -13.27% | Trim |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +0.95% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.43% | Add |
| 14 | OEF | Ishares S&p 100 ETF | +0.1% | +8.87% | Add |
| 15 | CSCO | Cisco Systems Inc | 0% | -3.72% | Trim |
| 16 | IVW | Ishares S&p 500 Growth ETF | 0% | +6.51% | Add |
| 17 | TJX | Tjx Companies Inc | 0% | +2.27% | Add |
| 18 | MA | Mastercard Inc - A | 0% | +6.86% | Add |
| 19 | BND | Vanguard Total Bond Market | 0% | +6.71% | Add |
| 20 | V | Visa Inc-class A Shares | 0% | +1.89% | Add |
| 21 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -73.92% | Trim |
| 22 | BBY | Best Buy Co Inc | -0.1% | -0.87% | Trim |
| 23 | ABT | Abbott Laboratories | -0.1% | -2.87% | Trim |
| 24 | META | Meta Platforms Inc-class A | -0.2% | -70.09% | Trim |
| 25 | FAST | Fastenal Co | -0.2% | +1.39% | Add |
| 26 | TSCO | Tractor Supply Company | -0.2% | +1.86% | Add |
| 27 | PFE | Pfizer Inc | -0.2% | -72.22% | Trim |
| 28 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -44.32% | Trim |
| 29 | HPQ | Hp Inc | -0.2% | -14.95% | Trim |
| 30 | KMB | Kimberly-clark CORP | -0.3% | -22.98% | Trim |
| 31 | LEN | Lennar Corp-a | -0.3% | -0.25% | Trim |
| 32 | AVGO | Broadcom Inc | -0.3% | -2.76% | Trim |
| 33 | ABBV | Abbvie Inc | -0.4% | -2.07% | Trim |
| 34 | MO | Altria Group Inc | -0.4% | +1.93% | Add |
| 35 | QUAL | Ishares Msci USA Quality Fac | -0.5% | -43.63% | Trim |
| 36 | CVX | Chevron CORP | -0.5% | -12.34% | Trim |
| 37 | MSFT | Microsoft CORP | -0.5% | +0.50% | Add |
| 38 | HD | Home Depot Inc | -0.6% | +0.93% | Add |
| 39 | IYE | Ishares U.s. Energy ETF | — | NEW | New buy |
| 40 | IYT | Ishares US Transportation Et | — | NEW | New buy |
| 41 | IYK | Ishares US Consumer Staples | — | NEW | New buy |
| 42 | IHE | Ishares US Pharmaceuticals E | — | NEW | New buy |
| 43 | IEDI | Ishares U.s. Consumer Focuse | — | NEW | New buy |
| 44 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 45 | ET | Energy Transfer LP | — | EXIT | Sold out |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | — | NEW | New buy |
| 47 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | IXN | Ishares Global Tech ETF | — | NEW | New buy |
| 50 | IHI | Ishares U.s. Medical Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Commonwealth Retirement Investments LLC reported a total U.S. public equity portfolio value of $368.4M across 434 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, MSFT, ABBV) accounted for 18.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
IYE
市值: $1.1M
Top Position Liquidated / Trimmed
IBIT
前期市值: $390.0K
During Q4 2025, Commonwealth Retirement Investments LLC's top holdings by market value included AVGO (7.1%)、MSFT (4.1%)、ABBV (3.8%). The largest single position, AVGO, represented 7.1% of total portfolio value.
In Q4 2025, Commonwealth Retirement Investments LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 18 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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