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 Retirement Investments LLC (CIK 1963787) reported $323.2M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($19.7M, 6.08%), XOM ($13.3M, 4.12%), ABBV ($11.8M, 3.64%), MRK ($11.3M, 3.50%), MSFT ($11.1M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | $19.7M | 6.08% | 63,541 | Trimmed |
| 2 | XOM | EXXON MOBIL CORP COM | $13.3M | 4.12% | 78,529 | Added |
| 3 | ABBV | ABBVIE INC COM | $11.8M | 3.64% | 54,071 | Added |
| 4 | MRK | MERCK & CO INC COM | $11.3M | 3.50% | 93,906 | Added |
| 5 | MSFT | MICROSOFT CORP COM | $11.1M | 3.43% | 29,978 | Added |
| 6 | JPM | JPMORGAN CHASE & CO COM | $10.9M | 3.39% | 37,202 | Added |
| 7 | CVX | CHEVRON CORPORATION COM | $10.3M | 3.18% | 49,673 | Added |
| 8 | JNJ | JOHNSON & JOHNSON COM | $10.0M | 3.09% | 40,833 | Added |
| 9 | LMT | LOCKHEED MARTIN CORP COM | $9.7M | 3.01% | 16,119 | Added |
| 10 | PEP | PEPSICO INC COM | $9.2M | 2.83% | 58,951 | Added |
| 11 | HD | HOME DEPOT INC COM | $8.2M | 2.55% | 25,069 | Added |
| 12 | BND | VANGUARD TOTAL BOND MARKET ETF | $8.2M | 2.53% | 110,969 | Added |
| 13 | IVV | ISHARES CORE S&P 500 ETF | $8.0M | 2.49% | 12,311 | Added |
| 14 | MO | ALTRIA GROUP INC COM | $7.9M | 2.44% | 119,685 | Added |
| 15 | PULS | PGIM ULTRA SHORT BOND ETF | $7.3M | 2.27% | 148,166 | Added |
| 16 | LRCX | LAM RESEARCH CORP COM NEW | $6.8M | 2.10% | 31,746 | Trimmed |
| 17 | V | VISA INC COM CL A | $6.1M | 1.90% | 20,276 | Added |
| 18 | AMAT | APPLIED MATLS INC COM | $5.9M | 1.82% | 17,257 | Trimmed |
| 19 | UPS | UNITED PARCEL SVCS INC CL B | $4.5M | 1.40% | 45,990 | Added |
| 20 | IVE | ISHARES S&P 500 VALUE ETF | $4.5M | 1.39% | 21,239 | Added |
| 21 | BMY | BRISTOL-MYERS SQUIBB CO COM | $4.4M | 1.35% | 72,135 | Added |
| 22 | CSCO | CISCO SYS INC COM | $4.3M | 1.34% | 55,857 | Trimmed |
| 23 | AMGN | AMGEN INC COM | $4.1M | 1.28% | 11,767 | Added |
| 24 | IVW | ISHARES S&P 500 GROWTH ETF | $4.0M | 1.23% | 35,261 | Added |
| 25 | MA | MASTERCARD INCORPORATED CL A | $3.9M | 1.22% | 7,885 | Added |
Source: SEC Form 13F filings · as of 2026-03-31