StockDriftsStockDriftsTop 50 Commonwealth Retirement Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC COM | 7.46% | 72.8K | $27.5M | +16.37%(+10.24K) | $90.37(+335.70%) | 2026-06-30 | |
| ABBV | ABBVIE INC COM | 3.83% | 56.0K | $14.1M | +3.58%(+1.94K) | $159.89(+55.99%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 3.58% | 51.9K | $13.2M | +27.14%(+11.08K) | $182.63(+42.62%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 3.51% | 34.7K | $12.9M | +19.76%(+5.73K) | $286.63(+69.58%) | 2026-06-30 | |
| MRK | MERCK & CO INC COM | 2.91% | 83.3K | $10.7M | -11.29%(-10.60K) | $88.56(+53.81%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.69% | 13.2K | $9.9M | +7.44%(+916) | $487.90(+59.65%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO COM | 2.66% | 66.7K | $9.8M | +352.73%(+51.98K) | $144.88(-1.14%) | 2026-06-30 | |
| HD | HOME DEPOT INC COM | 2.62% | 27.3K | $9.6M | +9.02%(+2.26K) | $319.82(+4.46%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION COM | 2.6% | 57.9K | $9.6M | +16.51%(+8.20K) | $162.13(+24.19%) | 2026-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 2.33% | 117.0K | $8.6M | +5.41%(+6.00K) | $72.49(-0.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.90% | +68.09% | — | — | +76.80% |
| Top 20 Holdings Unweighted | +17.89% | +63.86% | — | — | +69.66% |
Commonwealth Retirement Investments LLC reports $368.41M in US-listed equity holdings across 417 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (7.5%), ABBV (3.8%) and JNJ (3.6%). The top 20 holdings account for 53.28% of reported assets. Its disclosed equity book has returned +68.09% 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 Retirement Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963787). View Commonwealth Retirement Investments LLC’s 13F filings on SEC