13F Insight
DOSSIER · 13F-HR · Q2 2026

Commonwealth Financial Services, LLC

$744M in tracked AUM across 317 positions as of Q2 2026.

CF
CIK 0001536755 · last filed Jun 30, 2026
Total AUM
$744M
as of Q2 2026
Holdings
317
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Commonwealth Financial Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$70M94K9.4%02
QQQ
INVESCO QQQ TR
$44M59K5.9%03
AGG
ISHARES TR
$40M408K5.4%04
IVV
ISHARES TR
$37M49K4.9%05
GTO
INVESCO ACTIVELY MANAGED EXC
$32M676K4.3%06
GOVI
INVESCO EXCH TRADED FD TR II
$29M1.1M3.9%07
RDVY
FIRST TR EXCHANGE TRADED FD
$26M324K3.5%08
RWL
INVESCO EXCH TRADED FD TR II
$23M183K3.1%09
ONEQ
FIDELITY COMWLTH TR
$18M175K2.4%10
WCMI
FIRST TR EXCHANGE-TRADED FD
$18M911K2.4%

Filing history

2026Q2Jun 30
$744M▲ 17.8%
317 positionsView →2026Q1Mar 31
$632M▲ 4.2%
278 positionsView →2025Q4Dec 31
$606M▲ 3.7%
236 positionsView →2025Q3Sep 30
$584M▲ 12.5%
229 positionsView →2025Q2Jun 30
$519M▲ 6.4%
215 positionsLocked2025Q1Mar 31
$488M▼ 4.3%
200 positionsLocked2024Q4Dec 31
$510M▲ 0.7%
192 positionsLocked2024Q3Sep 30
$506M▲ 3.9%
194 positionsLocked2024Q2Jun 30
$487M▲ 14.8%
191 positionsLocked2024Q1Mar 31
$424M▼ 0.0%
185 positionsLocked2023Q4Dec 31
$425M▲ 26.3%
185 positionsLocked2023Q3Sep 30
$336M▲ 266.3%
189 positionsLocked
Showing 12 of 22