§ 13F · FUND PROFILE
Commonwealth Financial Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $519.4T (13F)Positions · 215Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 72K | $49.2T | 8.1% | +2% |
| 2 | QQQ | INVESCO QQQ TR | 55K | $34.0T | 5.6% | −1% |
| 3 | FIXD | FIRST TR EXCHNG TRADED FD VI | 725K | $32.1T | 5.3% | +1% |
| 4 | UXOC | FIRST TR EXCHNG TRADED FD VI | 811K | $28.8T | 4.8% | +2% |
| 5 | IVV | ISHARES TR | 38K | $25.8T | 4.3% | +2% |
| 6 | TLH | ISHARES TR | 209K | $21.2T | 3.5% | NEW |
| 7 | QMOM | EA SERIES TRUST | 278K | $18.2T | 3.0% | +9% |
| 8 | UCON | FIRST TR EXCHNG TRADED FD VI | 710K | $17.9T | 2.9% | +1% |
| 9 | FRDM | EA SERIES TRUST | 307K | $15.7T | 2.6% | −2% |
| 10 | ONEQ | FIDELITY COMWLTH TR | 136K | $12.5T | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMMONWEALTH SIGNAL
AC read
Commonwealth Financial Services, LLC is a Other fund managing $519364.3 trillion in assets. The fund runs a broad portfolio of 215 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed