Commonwealth Financial Services, LLC

Commonwealth Financial Services, LLC is an Investment Adviser institutional filer with the SEC under CIK 1536755, reporting 287 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: WV
• Filing type: 13F-HR
• Latest reporting period: 2026-09-30
• Last filed: 2026-10-20

Top 10 portfolio positions

The largest reported holdings in Commonwealth Financial Services, LLC's most recent 13F filing, ranked by reported market value.

1. STATE STR SPDR S&P 500 ETF T (SPY)
2. ISHARES TR (IVV)
3. INVESCO QQQ TR (QQQ)
4. ISHARES TR (AGG)
5. INVESCO ACTIVELY MANAGED EXC (GTO)
6. INVESCO EXCH TRADED FD TR II (RWL)
7. FIRST TR EXCHANGE TRADED FD (RDVY)
8. INVESCO EXCH TRADED FD TR II (GOVI)
9. FIDELITY COMWLTH TR (ONEQ)
10. NVIDIA CORPORATION (NVDA)