CIK 1536755
Commonwealth Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
234
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 234
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 72K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 55K | $1M+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 725K | $1M+ | SH |
| UXOC | FIRST TR EXCHNG TRADED FD VI | 811K | $1M+ | SH |
| IVV | ISHARES TR | 38K | $1M+ | SH |
| TLH | ISHARES TR | 209K | $1M+ | SH |
| QMOM | EA SERIES TRUST | 278K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 710K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 307K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 136K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 66K | $1M+ | SH |
| IBDS | ISHARES TR | 435K | $1M+ | SH |
| IBDT | ISHARES TR | 403K | $1M+ | SH |
| IBDU | ISHARES TR | 433K | $1M+ | SH |
| ICOW | PACER FDS TR | 252K | $1M+ | SH |
| IBDV | ISHARES TR | 439K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 20K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 133K | $1M+ | SH |
| IEFA | ISHARES TR | 106K | $1M+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 545K | $1M+ | SH |
| IBDW | ISHARES TR | 427K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 95K | $1M+ | SH |
| IBHG | ISHARES TR | 363K | $1M+ | SH |
| IBHH | ISHARES TR | 339K | $1M+ | SH |
| IBHI | ISHARES TR | 329K | $1M+ | SH |
| TLT | ISHARES TR | 82K | $1M+ | SH |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 148K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 85K | $1M+ | SH |
| IYW | ISHARES TR | 34K | $1M+ | SH |
| AAPL | APPLE INC | 22K | $1M+ | SH |
| SOXX | ISHARES TR | 18K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 15K | $1M+ | SH |
| EFA | ISHARES TR | 51K | $1M+ | SH |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 105K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 38K | $1M+ | SH |
| IVW | ISHARES TR | 35K | $1M+ | SH |
| ILCB | ISHARES TR | 43K | $1M+ | SH |
| AMZN | AMAZON COM INC | 17K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 13K | $1M+ | SH |
| GOOGL | ALPHABET INC | 11K | $1M+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 67K | $1M+ | SH |
| AVGO | BROADCOM INC | 9K | $1M+ | SH |
| IVE | ISHARES TR | 14K | $1M+ | SH |
| WMT | WALMART INC | 25K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 20K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 20K | $1M+ | SH |
| IBHF | ISHARES TR | 103K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 19K | $1M+ | SH |
| DOCT | FIRST TR EXCHNG TRADED FD VI | 50K | $1M+ | SH |