Institutions / Commonwealth Equity Services, LLC

Commonwealth Equity Services, LLC

CIK 312272 · Institution · as of Dec 31, 2025

Portfolio value

$75.01B

Positions

4,271

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 4,271 →

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$2.62B	9,642,395	3.5%
iShares Tr	—	$1.87B	2,727,210	2.5%
NVIDIA Corp	—	$1.83B	9,817,089	2.4%
Microsoft Corp	—	$1.52B	3,141,022	2.0%
Invesco Qqq Tr	—	$1.22B	1,985,531	1.6%
SPDR S&P 500 ETF Tr	—	$1.18B	1,736,693	1.6%
Amazon.com Inc	—	$1.09B	4,708,627	1.4%
Vanguard Tax-Managed Fds	—	$1.06B	17,014,674	1.4%
iShares Tr	—	$859.58M	1,816,152	1.1%
Vanguard Index Fds	—	$844.99M	1,347,386	1.1%
Vanguard Index Fds	—	$805.72M	1,651,530	1.1%
Vanguard Index Fds	—	$777.93M	2,320,304	1.0%
Alphabet Inc.	—	$702.18M	2,243,371	0.9%
Warren E. Buffett	—	$700.70M	1,394,020	0.9%
Capital Group Growth ETF	—	$586.71M	13,193,475	0.8%
Vanguard Specialized Funds	—	$565.14M	2,571,410	0.8%
Capital Group Dividend Value	—	$539.21M	12,355,874	0.7%
Alphabet Inc.	—	$533.07M	1,698,762	0.7%
Vanguard Index Fds	—	$518.12M	2,712,802	0.7%
iShares Tr	—	$504.49M	7,267,236	0.7%
JPMORGAN CHASE & CO	—	$504.32M	1,565,146	0.7%
Tesla Inc	—	$395.60M	879,649	0.5%
First Tr Exchng Traded Fd VI	—	$394.98M	11,528,758	0.5%
First Tr Exchange Traded Fd	—	$385.94M	5,555,442	0.5%
Broadcom Inc.	—	$378.29M	1,093,020	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.