Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COMMONWEALTH EQUITY SERVICES, LLC (CIK 312272) reported $71.59B across 4,193 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($2.27B, 3.17%), IVV ($1.72B, 2.41%), NVDA ($1.58B, 2.21%), MSFT ($1.12B, 1.56%), VEA ($1.07B, 1.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $2.27B | 3.17% | 9.0M | Trimmed |
| 2 | IVV | ISHARES TR | $1.72B | 2.41% | 2.6M | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $1.58B | 2.21% | 9.1M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $1.12B | 1.56% | 3.0M | Trimmed |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $1.07B | 1.50% | 16.8M | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $1.05B | 1.47% | 1.6M | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $1.03B | 1.43% | 1.8M | Trimmed |
| 8 | AMZN | AMAZON COM INC | $915.4M | 1.28% | 4.4M | Trimmed |
| 9 | VOO | VANGUARD INDEX FDS | $794.7M | 1.11% | 1.3M | Trimmed |
| 10 | IWF | ISHARES TR | $733.1M | 1.02% | 1.7M | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $692.4M | 0.97% | 1.6M | Trimmed |
| 12 | VTI | VANGUARD INDEX FDS | $631.7M | 0.88% | 2.0M | Trimmed |
| 13 | GOOGL | ALPHABET INC | $618.9M | 0.86% | 2.2M | Trimmed |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $572.9M | 0.80% | 13.5M | Added |
| 15 | CGGR | CAPITAL GROUP GROWTH ETF | $544.7M | 0.76% | 13.6M | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $530.4M | 0.74% | 1.1M | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $517.4M | 0.72% | 2.6M | Trimmed |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $510.6M | 0.71% | 2.4M | Trimmed |
| 19 | DGRO | ISHARES TR | $507.1M | 0.71% | 7.2M | Trimmed |
| 20 | GOOG | ALPHABET INC | $451.6M | 0.63% | 1.6M | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $415.4M | 0.58% | 1.4M | Trimmed |
| 22 | RDVY | FIRST TR EXCHANGE TRADED FD | $383.2M | 0.54% | 5.6M | Added |
| 23 | GLD | SPDR GOLD TR | $366.4M | 0.51% | 851,517 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $355.6M | 0.50% | 356,884 | Trimmed |
| 25 | VYM | VANGUARD WHITEHALL FDS | $354.4M | 0.50% | 2.4M | Added |
Source: SEC Form 13F filings · as of 2026-03-31