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 101–150 of 234
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 7K | $500K+ | SH |
| ASML | ASML HOLDING N V | 626 | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 13K | $500K+ | SH |
| SPSB | SPDR SERIES TRUST | 22K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 1K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 6K | $500K+ | SH |
| IYF | ISHARES TR | 4K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 8K | $500K+ | SH |
| GFEB | FIRST TR EXCHNG TRADED FD VI | 13K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| ARKK | ARK ETF TR | 7K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| FLMB | FRANKLIN TEMPLETON ETF TR | 21K | $500K+ | SH |
| DAUG | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 5K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 4K | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| SHYG | ISHARES TR | 11K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 12K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 8K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| CALF | PACER FDS TR | 10K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| CSM | PROSHARES TR | 5K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 699 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 546 | $100K–$500K | SH |
| LGLV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ZSEP | INNOVATOR ETFS TRUST | 15K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 458 | $100K–$500K | SH |
| UTG | REAVES UTIL INCOME FD | 11K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| IBMP | ISHARES TR | 15K | $100K–$500K | SH |
| IBMQ | ISHARES TR | 14K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |