How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q1 2026, COMMONWEALTH EQUITY SERVICES, LLC holds 4,292 positions in their 13F portfolio.

What is COMMONWEALTH EQUITY SERVICES, LLC's largest holding?

AAPL at 3.2% of portfolio, worth $2.3B.

What is COMMONWEALTH EQUITY SERVICES, LLC's total portfolio value?

$71.6B as of Q1 2026, tracked across 4,292 holdings.

Is COMMONWEALTH EQUITY SERVICES, LLC a hedge fund?

COMMONWEALTH EQUITY SERVICES, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does COMMONWEALTH EQUITY SERVICES, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has COMMONWEALTH EQUITY SERVICES, LLC's portfolio changed in Q1 2026?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is COMMONWEALTH EQUITY SERVICES, LLC's investment strategy?

COMMONWEALTH EQUITY SERVICES, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

COMMONWEALTH EQUITY SERVICES, Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

COMMONWEALTH EQUITY SERVICES, LLC

Institutional investor · Portfolio as of Q1 2026

Elite(5.0 / 5.0)

$71.6B

AUM

4,292

Positions

232

New

Q1 2026

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

COMMONWEALTH EQUITY SERVICES, LLC manages $71.6B across 4292 positions as of Q1 2026. Top holdings: AAPL (3.2%), IVV (2.4%), NVDA (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.

Q1 2026 Summary

Active quarter - 232 new positions, 211 exits, 1852 increased. No standout high-conviction moves this quarter. Portfolio: $71.6B across 4292 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL3.17%

IVV2.41%

NVDA2.21%

MSFT1.56%

VEA1.50%

SPY1.47%

QQQ1.43%

AMZN1.28%

VOO1.11%

IWF1.02%

Other0.97%

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

TSEM29Q held

TOWER SEMICONDUCTOR LTD

Avg $22.05 · $1.7M est. P&L

Est. P&L

+1142.40%

IMUX1Q held

IMMUNIC INC

Avg $1.07 · $114,064 est. P&L

Est. P&L

+1028.97%

MU29Q held

MICRON TECHNOLOGY INC

Avg $66.92 · $185.6M est. P&L

Est. P&L

+1010.91%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings4,299 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	9M	$2.3B	3.2%	—	$101.72	+195.16%	29 qtrssince 2019-Q1	Decreased 0
IVV ETF ISHARES TR	2.6M	$1.7B	2.4%	—	$336.50	+120.64%	29 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA CORPORATION	9.1M	$1.6B	2.2%	—	$113.42	+102.94%	29 qtrssince 2019-Q1	Decreased 0
MSFT MICROSOFT CORP	3M	$1.1B	1.6%	—	$178.43	+139.46%	29 qtrssince 2019-Q1	Decreased 0
VEA ETF VANGUARD TAX-MANAGED FDS	16.8M	$1.1B	1.5%	—	$38.21	+80.77%	29 qtrssince 2019-Q1	Decreased 0
SPY Unit STATE STR SPDR S&P 500 ETF T	1.6M	$1.1B	1.5%	—	$318.61	+133.02%	29 qtrssince 2019-Q1	Decreased 0
QQQ Unit INVESCO QQQ TRUST SERIES 1	1.8M	$1B	1.4%	—	$252.10	+181.21%	29 qtrssince 2019-Q1	Decreased 0
AMZN AMAZON COM INC	4.4M	$915.4M	1.3%	—	$119.18	+121.63%	29 qtrssince 2019-Q1	Decreased 0
VOO ETF VANGUARD INDEX FDS	1.3M	$794.7M	1.1%	—	$328.43	+106.87%	29 qtrssince 2019-Q1	Decreased 0
IWF ETF ISHARES TR	1.7M	$733.1M	1.0%	—	$171.81	-27.07%	29 qtrssince 2019-Q1	Decreased 0
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