StockDriftsStockDriftsTop 50 Commonwealth Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 9.44% | 94.0K | $70.2M | +22.39%(+17.20K) | $523.41(+47.79%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.88% | 59.5K | $43.8M | +12.72%(+6.71K) | $425.24(+69.51%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.42% | 407.6K | $40.3M | new | $99.01(-1.61%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.95% | 49.2K | $36.8M | +22.26%(+8.95K) | $530.99(+46.40%) | 2026-06-30 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 4.25% | 675.6K | $31.7M | new | $46.78(-1.13%) | 2026-06-30 | |
| GOVI | INVESCO EXCH TRADED FD TR II | 3.87% | 1.06M | $28.8M | new | $27.19(-2.79%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.53% | 324.1K | $26.3M | +84.96%(+148.86K) | $71.11(+17.47%) | 2026-06-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 3.15% | 183.4K | $23.4M | new | $120.19(+12.44%) | 2026-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 2.43% | 175.1K | $18.1M | +20.14%(+29.36K) | $69.53(+50.59%) | 2026-06-30 | |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 2.4% | 911.3K | $17.8M | +53.64%(+318.14K) | $15.96(+23.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.29% | +41.60% | +11.00% | +68.52% |
| Top 20 Holdings Unweighted | +11.08% | +37.05% | +9.59% | +58.07% |
Commonwealth Financial Services, LLC reports $744.20M in US-listed equity holdings across 317 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.4%), QQQ (5.9%) and AGG (5.4%). The top 20 holdings account for 57.58% of reported assets. Its disclosed equity book has returned +41.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Commonwealth Financial Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1536755). View Commonwealth Financial Services, LLC’s 13F filings on SEC