§ 13F · FUND PROFILE
Commonwealth Retirement Investments LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $263.0T (13F)Positions · 110Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.3T 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 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | 64K | $22.0T | 7.1% | −3% |
| 2 | MSFT | MICROSOFT CORP COM | 27K | $12.9T | 4.1% | ±0% |
| 3 | ABBV | ABBVIE INC COM | 52K | $11.9T | 3.8% | −2% |
| 4 | JPM | JPMORGAN CHASE & CO COM | 37K | $11.8T | 3.8% | ±0% |
| 5 | MRK | MERCK & CO INC COM | 92K | $9.7T | 3.1% | −1% |
| 6 | XOM | EXXON MOBIL CORP COM | 77K | $9.3T | 3.0% | +1% |
| 7 | JNJ | JOHNSON & JOHNSON COM | 40K | $8.3T | 2.7% | −2% |
| 8 | BND | VANGUARD TOTAL BOND MARKET ETF | 107K | $7.9T | 2.6% | +7% |
| 9 | HD | HOME DEPOT INC COM | 23K | $7.9T | 2.5% | +1% |
| 10 | PEP | PEPSICO INC COM | 54K | $7.8T | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMMONWEALTH SIGNAL
AC read
Commonwealth Retirement Investments LLC is a Income / Defensive fund managing $262954.9 trillion in assets. The fund runs a portfolio of 110 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