13F Insight
DOSSIER · 13F-HR · Q3 2026

Commonwealth Financial Services, LLC

$559M in tracked AUM across 289 positions as of Q3 2026.

CF
CIK 0001536755 · last filed Sep 30, 2026
Total AUM
$559M
as of Q3 2026
Holdings
289
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Commonwealth Financial Services, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$47M61K8.4%02
IVV
ISHARES TR
$33M43K5.9%03
QQQ
INVESCO QQQ TR
$29M39K5.1%04
AGG
ISHARES TR
$29M303K5.1%05
GTO
INVESCO ACTIVELY MANAGED EXC
$22M497K4.0%06
RWL
INVESCO EXCH TRADED FD TR II
$20M152K3.5%07
RDVY
FIRST TR EXCHANGE TRADED FD
$19M248K3.5%08
GOVI
INVESCO EXCH TRADED FD TR II
$18M713K3.2%09
ONEQ
FIDELITY COMWLTH TR
$18M166K3.1%10
NVDA
NVIDIA CORPORATION
$16M68K2.8%

Filing history

2026Q3Sep 30
$559M▼ 24.8%
289 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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