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

Commonwealth Retirement Investments LLC

$368M in tracked AUM across 417 positions as of Q2 2026.

CR
CIK 0001963787 · last filed Jun 30, 2026
Total AUM
$368M
as of Q2 2026
Holdings
417
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Commonwealth Retirement Investments 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
AVGO
BROADCOM INC COM
$27M73K7.5%02
ABBV
ABBVIE INC COM
$14M56K3.8%03
JNJ
JOHNSON & JOHNSON COM
$13M52K3.6%04
MSFT
MICROSOFT CORP COM
$13M35K3.5%05
MRK
MERCK & CO INC COM
$11M83K2.9%06
IVV
ISHARES CORE S&P 500 ETF
$10M13K2.7%07
PG
PROCTER & GAMBLE CO COM
$10M67K2.7%08
HD
HOME DEPOT INC COM
$10M27K2.6%09
CVX
CHEVRON CORPORATION COM
$10M58K2.6%10
BND
VANGUARD TOTAL BOND MARKET ETF
$9M117K2.3%

Filing history

2026Q2Jun 30
$368M▲ 14.0%
417 positionsView →2026Q1Mar 31
$323M▲ 4.0%
122 positionsView →2025Q4Dec 31
$311M▲ 5.6%
435 positionsView →2025Q3Sep 30
$294M▲ 11.9%
120 positionsView →2025Q2Jun 30
$263M▲ 6.9%
110 positionsLocked2025Q1Mar 31
$246M▲ 1.3%
95 positionsLocked2024Q4Dec 31
$243M▲ 1.8%
99 positionsLocked2024Q3Sep 30
$238M▲ 9.2%
91 positionsLocked2024Q2Jun 30
$218M▲ 4.3%
92 positionsLocked2024Q1Mar 31
$209M▲ 11.0%
80 positionsLocked2023Q4Dec 31
$189M▲ 8.9%
83 positionsLocked2023Q3Sep 30
$173M▼ 3.4%
68 positionsLocked
Showing 12 of 15