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 Financial Services, LLC (CIK 1536755) reported $631.7M across 278 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($50.0M, 7.91%), GJAN ($36.3M, 5.75%), FIXD ($34.2M, 5.41%), QQQ ($30.5M, 4.82%), IVV ($26.3M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $50.0M | 7.91% | 76,845 | Added |
| 2 | GJAN | FIRST TR EXCHNG TRADED FD VI | $36.3M | 5.75% | 866,349 | Added |
| 3 | FIXD | FIRST TR EXCHNG TRADED FD VI | $34.2M | 5.41% | 784,257 | Added |
| 4 | QQQ | INVESCO QQQ TR | $30.5M | 4.82% | 52,760 | Trimmed |
| 5 | IVV | ISHARES TR | $26.3M | 4.16% | 40,217 | Added |
| 6 | QMOM | EA SERIES TRUST | $20.9M | 3.30% | 305,546 | Added |
| 7 | UCON | FIRST TR EXCHNG TRADED FD VI | $19.0M | 3.00% | 765,621 | Added |
| 8 | TLH | ISHARES TR | $16.5M | 2.60% | 163,337 | Trimmed |
| 9 | FRDM | EA SERIES TRUST | $16.0M | 2.54% | 293,582 | Trimmed |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | $14.6M | 2.32% | 294,031 | Added |
| 11 | ONEQ | FIDELITY COMWLTH TR | $12.4M | 1.96% | 145,768 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $12.3M | 1.94% | 70,358 | Added |
| 13 | RDVY | FIRST TR EXCHANGE TRADED FD | $12.0M | 1.89% | 175,204 | New |
| 14 | ICOW | PACER FDS TR | $11.5M | 1.81% | 270,129 | Added |
| 15 | IBDS | ISHARES TR | $11.3M | 1.79% | 466,908 | Added |
| 16 | IBDT | ISHARES TR | $11.0M | 1.74% | 433,344 | Added |
| 17 | IBDU | ISHARES TR | $10.8M | 1.71% | 464,345 | Added |
| 18 | IBDV | ISHARES TR | $10.3M | 1.63% | 470,930 | Added |
| 19 | WCMI | FIRST TR EXCHANGE-TRADED FD | $9.9M | 1.57% | 593,138 | Added |
| 20 | FTCS | FIRST TR EXCHANGE-TRADED FD | $9.9M | 1.56% | 106,231 | Added |
| 21 | IBDW | ISHARES TR | $9.6M | 1.53% | 460,273 | Added |
| 22 | IBHG | ISHARES TR | $8.6M | 1.36% | 388,086 | Added |
| 23 | IBHH | ISHARES TR | $8.5M | 1.34% | 360,859 | Added |
| 24 | IBHI | ISHARES TR | $8.2M | 1.30% | 351,976 | Added |
| 25 | SPLG | SPDR SERIES TRUST | $7.0M | 1.11% | 91,203 | Added |
Source: SEC Form 13F filings · as of 2026-03-31