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 $368.4M across 413 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVGO ($27.5M, 7.46%), ABBV ($14.1M, 3.83%), JNJ ($13.2M, 3.58%), MSFT ($12.9M, 3.51%), MRK ($10.7M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | $27.5M | 7.46% | 72,778 | Added |
| 2 | ABBV | ABBVIE INC COM | $14.1M | 3.83% | 56,009 | Added |
| 3 | JNJ | JOHNSON & JOHNSON COM | $13.2M | 3.58% | 51,914 | Added |
| 4 | MSFT | MICROSOFT CORP COM | $12.9M | 3.51% | 34,705 | Added |
| 5 | MRK | MERCK & CO INC COM | $10.7M | 2.91% | 83,307 | Trimmed |
| 6 | IVV | ISHARES CORE S&P 500 ETF | $9.9M | 2.69% | 13,227 | Added |
| 7 | PG | PROCTER & GAMBLE CO COM | $9.8M | 2.66% | 66,714 | Added |
| 8 | HD | HOME DEPOT INC COM | $9.6M | 2.62% | 27,329 | Added |
| 9 | CVX | CHEVRON CORPORATION COM | $9.6M | 2.60% | 57,873 | Added |
| 10 | BND | VANGUARD TOTAL BOND MARKET ETF | $8.6M | 2.33% | 116,970 | Added |
| 11 | LRCX | LAM RESEARCH CORP COM NEW | $8.4M | 2.28% | 19,357 | Trimmed |
| 12 | PEP | PEPSICO INC COM | $7.7M | 2.08% | 56,569 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO COM | $7.6M | 2.06% | 23,201 | Trimmed |
| 14 | LMT | LOCKHEED MARTIN CORP COM | $7.5M | 2.04% | 14,755 | Trimmed |
| 15 | MS | MORGAN STANLEY COM NEW | $7.4M | 2.00% | 35,181 | New |
| 16 | MO | ALTRIA GROUP INC COM | $7.0M | 1.89% | 96,961 | Trimmed |
| 17 | UNH | UNITEDHEALTH GROUP INC COM | $6.6M | 1.80% | 15,970 | Added |
| 18 | CSCO | CISCO SYS INC COM | $6.5M | 1.77% | 55,605 | Trimmed |
| 19 | V | VISA INC COM CL A | $6.1M | 1.65% | 17,747 | Trimmed |
| 20 | PULS | PGIM ULTRA SHORT BOND ETF | $5.6M | 1.52% | 113,351 | Trimmed |
| 21 | AMAT | APPLIED MATLS INC COM | $5.4M | 1.46% | 7,423 | Trimmed |
| 22 | IVW | ISHARES S&P 500 GROWTH ETF | $5.2M | 1.41% | 37,688 | Added |
| 23 | IVE | ISHARES S&P 500 VALUE ETF | $5.1M | 1.39% | 22,609 | Added |
| 24 | DYNF | BLACKROCK U.S. EQUITY FACTOR ROTATION ETF | $5.0M | 1.36% | 73,637 | Added |
| 25 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.7M | 1.27% | 56,585 | Added |
Source: SEC Form 13F filings · as of 2026-06-30