COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings4,415 positions
Apple Inc. | 8.5M | $2.5B | 3.1% | $56.74 | +499.94% | 30 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 2.7M | $2B | 2.5% | $337.71 | +130.16% | 30 qtrssince 2019-Q1 | Increased 55 |
NVIDIA Corp. | 8.6M | $1.7B | 2.2% | $17.68 | +1203.90% | 30 qtrssince 2019-Q1 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 1.7M | $1.2B | 1.5% | $252.10 | +196.54% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 16.7M | $1.2B | 1.5% | $37.82 | +84.72% | 30 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.5M | $1.1B | 1.4% | $315.72 | +145.13% | 30 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.9M | $1.1B | 1.3% | $177.26 | +194.83% | 30 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 4.1M | $982.6M | 1.2% | $113.71 | +123.43% | 30 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 1.3M | $903.5M | 1.1% | $325.39 | +118.59% | 30 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust RUS 1000 GRW ETF | 6.7M | $833.7M | 1.0% | $42.83 | +196.81% | 30 qtrssince 2019-Q1 | Increased 81 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 9.1M | $787.9M | 1.0% | $33.13 | +175.61% | 30 qtrssince 2019-Q1 | Increased 72 |
Alphabet Inc. | 2M | $732.2M | 0.9% | $87.83 | +296.53% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 1.9M | $710.6M | 0.9% | $171.79 | +120.94% | 30 qtrssince 2019-Q1 | Decreased 0 |
CAPITAL GROUP DIVIDEND VALUE ETF | 13.7M | $673.6M | 0.8% | $33.82 | +45.64% | 18 qtrssince 2022-Q1 | Increased 45 |
CAPITAL GROUP GROWTH ETF | 13.9M | $658.4M | 0.8% | $30.33 | +57.78% | 18 qtrssince 2022-Q1 | Increased 46 |
VANGUARD INDEX FDS | 2.7M | $593.4M | 0.7% | $114.46 | +91.89% | 30 qtrssince 2019-Q1 | Increased 46 |
ISHARES CORE DIVIDEND GROWTH ETF | 7.2M | $548.4M | 0.7% | $40.15 | +91.48% | 30 qtrssince 2019-Q1 | Increased 44 |
VANGUARD DIVIDEND APPRECIATION ETF | 2.3M | $544.8M | 0.7% | $117.39 | +102.22% | 30 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 1.1M | $535.5M | 0.7% | $251.26 | +103.39% | 30 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.5M | $524.1M | 0.7% | $77.74 | +343.62% | 30 qtrssince 2019-Q1 | Decreased 0 |
COMMONWEALTH EQUITY SERVICES, LLC manages $79.5B across 4415 positions as of Q2 2026. Top holdings: AAPL (3.1%), IVV (2.5%), NVDA (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 324 new positions, 208 exits, 1849 increased. Top move: IWF (INCREASED, conviction 81). Portfolio: $79.5B across 4415 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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