§ 13F · FUND PROFILE
Commonwealth Retirement Investments LLC.
AUM · $368M (13F)Positions · 417Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | 73K | $27M | 7.5% | +15% |
| 2 | ABBV | ABBVIE INC COM | 56K | $14M | 3.8% | +4% |
| 3 | JNJ | JOHNSON & JOHNSON COM | 52K | $13M | 3.6% | +27% |
| 4 | MSFT | MICROSOFT CORP COM | 35K | $13M | 3.5% | +16% |
| 5 | MRK | MERCK & CO INC COM | 83K | $11M | 2.9% | −11% |
| 6 | IVV | ISHARES CORE S&P 500 ETF | 13K | $10M | 2.7% | +7% |
| 7 | PG | PROCTER & GAMBLE CO COM | 67K | $10M | 2.7% | +353% |
| 8 | HD | HOME DEPOT INC COM | 27K | $10M | 2.6% | +9% |
| 9 | CVX | CHEVRON CORPORATION COM | 58K | $10M | 2.6% | +17% |
| 10 | BND | VANGUARD TOTAL BOND MARKET ETF | 117K | $9M | 2.3% | +5% |
§ 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 $368 million in assets. The fund runs a broad portfolio of 417 positions.
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