§ 13F · FUND PROFILE
COMMONWEALTH EQUITY SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $77M (13F)Positions · 4234Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$354M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 8.96M | $2.3B | 3.2% | −7% |
| 2 | IVV | ISHARES TR | 2.64M | $1.7B | 2.4% | −3% |
| 3 | NVDA | NVIDIA CORPORATION | 9.08M | $1.6B | 2.2% | −7% |
| 4 | MSFT | MICROSOFT CORP | 3.02M | $1.1B | 1.6% | −4% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 16.77M | $1.1B | 1.5% | −1% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 1.62M | $1.1B | 1.5% | −7% |
| 7 | QQQ | INVESCO QQQ TR | 1.78M | $1.0B | 1.4% | −10% |
| 8 | AMZN | AMAZON COM INC | 4.40M | $915M | 1.3% | −7% |
| 9 | VOO | VANGUARD INDEX FDS | 1.33M | $795M | 1.1% | −1% |
| 10 | IWF | ISHARES TR | 1.72M | $733M | 1.0% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMMONWEALTH SIGNAL
AC read
COMMONWEALTH EQUITY SERVICES, LLC is a Other fund managing $77 million in assets. The fund runs a massive portfolio of 4,234 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed