Notify me when Commonwealth Financial Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 234 | $606,266,775 | +$46,401,509 | -$33,795,252 | +$12,606,257 | SPY, QQQ, FIXD, UXOC, IVV | 13F-HR | 06 Feb 2026, 14:21 |
| Q3 2025 | 227 | $584,382,719 | +$55,086,551 | -$16,871,480 | +$38,215,071 | SPY, QQQ, FIXD, UXOC, IVV | 13F-HR | 21 Oct 2025, 14:15 |
| Q2 2025 | 212 | $519,342,075 | +$65,725,203 | -$71,441,803 | -$5,716,600 | SPY, FIXD, QQQ, UXOC, MGOV | 13F-HR | 25 Jul 2025, 13:17 |
| Q1 2025 | 197 | $488,004,076 | +$54,698,360 | -$62,318,332 | -$7,619,972 | SPY, FIXD, QQQ, MGOV, IVV | 13F-HR | 09 May 2025, 17:20 |
| Q4 2024 | 192 | $510,217,422 | +$35,288,528 | -$32,690,312 | +$2,598,216 | SPY, FIXD, QQQ, IVV, MGOV | 13F-HR | 24 Jan 2025, 19:14 |
| Q3 2024 | 194 | $506,427,182 | +$69,894,510 | -$61,216,987 | +$8,677,523 | SPY, FIXD, QQQ, IVV, MGOV | 13F-HR | 22 Oct 2024, 11:13 |
| Q2 2024 | 191 | $486,995,530 | +$100,543,603 | -$74,673,440 | +$25,870,163 | SPY, FIXD, IVV, QQQ, IYW | 13F-HR | 13 Aug 2024, 15:14 |
| Q1 2024 | 185 | $415,784,737 | +$1,729,159 | -$523,857 | +$1,205,302 | IVV, SPY, VNLA, QQQ, UCON | 13F-HR | 14 May 2024, 14:36 |
| Q4 2023 | 185 | $423,199,191 | +$102,808,924 | -$44,084,581 | +$58,724,343 | IVV, SPY, VNLA, QQQ, UCON | 13F-HR | 14 Feb 2024, 14:02 |
| Q3 2023 | 189 | $336,172,416 | $0 | $0 | $0 | IVV, SPY, VNLA, IYW, TLT | 13F-HR | 13 Nov 2023, 12:18 |
| Q1 2017 | 272 | $91,758,000 | +$42,561,013 | -$52,833,467 | -$10,272,454 | FDL, QQQ, IEMG, IEFA, IVW | 13F-HR | 20 Apr 2017, 16:34 |
| Q4 2016 | 249 | $100,871,000 | +$26,870,488 | -$35,025,340 | -$8,154,852 | FDL, IWM, DVY, IJS, IYF | 13F-HR | 13 Feb 2017, 13:20 |
| Q3 2016 | 243 | $106,264,000 | +$37,025,600 | -$16,919,964 | +$20,105,636 | FDL, AGG, DVY, IYM, GLD | 13F-HR | 28 Oct 2016, 13:13 |
| Q2 2016 | 249 | $84,894,000 | +$44,643,552 | -$28,549,589 | +$16,093,963 | FDL, AGG, GLD, IYM, IYR | 13F-HR | 21 Jul 2016, 10:08 |
| Q1 2016 | 229 | $67,456,000 | +$50,376,866 | -$12,563,418 | +$37,813,448 | AGG, NEAR, DIA, IJJ, IJS | 13F-HR | 26 Apr 2016, 09:21 |
| Q4 2015 | 237 | $29,428,000 | +$5,906,653 | -$65,335,444 | -$59,428,791 | QQQ, SPY, IYR, IVW, IJK | 13F-HR | 27 Jan 2016, 16:18 |
| Q3 2015 | 232 | $85,702,000 | +$16,993,229 | -$15,568,543 | +$1,424,686 | IJR, IJK, MDY, SPY, IYR | 13F-HR | 28 Oct 2015, 15:41 |
| Q2 2015 | 241 | $92,249,000 | +$34,726,634 | -$54,346,745 | -$19,620,111 | IJR, MDY, EFA, IJK, IYH | 13F-HR | 30 Jul 2015, 10:09 |
| Q1 2015 | 248 | $113,711,000 | +$60,094,433 | -$59,120,437 | +$973,996 | IJR, SPY, DIA, IYR, IYH | 13F-HR | 28 Apr 2015, 11:04 |
| Q4 2014 | 237 | $111,597,000 | $0 | $0 | $0 | SPY, QQQ, DIA, BKLN, AGG | 13F-HR | 23 Jan 2015, 09:48 |