13F Filings History of Commonwealth Retirement Investments LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$310,406,103
Signature - Title
Dean Pelos - Chief Compliance Officer
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by Commonwealth Retirement Investments LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Commonwealth Retirement Investments LLC reported 429 stock holdings with total value $310,406,103 as of Q4 2025. Top holdings included AVGO, MSFT, ABBV, JPM, and MRK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 429 $310,406,103 +$22,924,867 -$10,189,894 +$12,734,973 AVGO, MSFT, ABBV, JPM, MRK 13F-HR 11 Feb 2026, 12:36
Q3 2025 117 $293,699,147 +$17,219,130 -$5,927,586 +$11,291,544 AVGO, MSFT, ABBV, JPM, HD 13F-HR 04 Nov 2025, 14:18
Q2 2025 110 $262,954,897 +$57,497,657 -$53,207,881 +$4,289,776 AVGO, MSFT, JPM, ABBV, XOM 13F-HR 05 Aug 2025, 12:41
Q1 2025 94 $245,675,668 +$13,633,081 -$9,358,404 +$4,274,677 AVGO, JPM, ABBV, MSFT, XOM 13F-HR 09 May 2025, 14:24
Q4 2024 99 $242,815,163 +$14,085,753 -$6,742,328 +$7,343,425 AVGO, JPM, MSFT, ABBV, IVV 13F-HR 04 Feb 2025, 14:54
Q3 2024 91 $238,477,870 +$24,051,997 -$4,846,259 +$19,205,738 AVGO, MSFT, JPM, ABBV, IVV 13F-HR 05 Nov 2024, 16:31
Q2 2024 92 $218,392,331 +$26,204,256 -$20,489,503 +$5,714,753 AVGO, MSFT, JPM, IVV, XOM 13F-HR 05 Aug 2024, 16:07
Q1 2024 80 $209,442,045 +$19,592,610 -$14,839,016 +$4,753,594 AVGO, MSFT, JPM, IVV, XOM 13F-HR 03 May 2024, 14:53
Q4 2023 83 $188,752,441 +$25,671,545 -$24,079,659 +$1,591,886 AVGO, MSFT, IVV, JPM, XOM 13F-HR 24 Jan 2024, 16:00
Q3 2023 68 $173,271,779 +$19,108,759 -$18,236,137 +$872,622 AVGO, MSFT, XOM, IVV, CSCO 13F-HR 06 Nov 2023, 14:05
Q2 2023 63 $179,299,670 +$26,076,683 -$22,034,423 +$4,042,260 AVGO, MSFT, CSCO, JPM, IVV 13F-HR 21 Jul 2023, 17:35
Q1 2023 59 $168,582,855 +$13,845,144 -$12,189,478 +$1,655,666 AVGO, CSCO, XOM, MSFT, PEP 13F-HR 03 May 2023, 16:03
Q4 2022 67 $164,969,249 $0 $0 $0 AVGO, MRK, CSCO, PEP, JPM 13F-HR 07 Feb 2023, 20:12