COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings4,415 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 8.5M | $2.5B | 3.1% | $102.83 | +197.17% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.7M | $2B | 2.5% | $340.65 | +127.88% | 30 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORP | 8.6M | $1.7B | 2.2% | $113.42 | +98.39% | 30 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.7M | $1.2B | 1.5% | $252.10 | +189.52% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 16.7M | $1.2B | 1.5% | $38.21 | +92.55% | 30 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $1.1B | 1.4% | $318.61 | +142.51% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.9M | $1.1B | 1.3% | $178.43 | +169.21% | 30 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 4.1M | $982.6M | 1.2% | $119.18 | +119.25% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.3M | $903.5M | 1.1% | $328.43 | +117.28% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 6.7M | $833.7M | 1.0% | $103.35 | +21.03% | 30 qtrssince 2019-Q1 | Increased 81 |
VANGUARD GROWTH ETF | 9.1M | $787.9M | 1.0% | $76.96 | +16.09% | 30 qtrssince 2019-Q1 | Increased 72 |
ALPHABET INC-CL A | 2M | $732.2M | 0.9% | $105.55 | +225.91% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.9M | $710.6M | 0.9% | $173.06 | +121.80% | 30 qtrssince 2019-Q1 | Decreased 0 |
CAP GROUP DIVIDEND VALUE | 13.7M | $673.6M | 0.8% | $34.06 | +49.10% | 18 qtrssince 2022-Q1 | Increased 45 |
CAPITAL GROUP GROWTH ETF | 13.9M | $658.4M | 0.8% | $30.03 | +56.63% | 18 qtrssince 2022-Q1 | Increased 46 |
VANGUARD VALUE ETF | 2.7M | $593.4M | 0.7% | $116.15 | +95.87% | 30 qtrssince 2019-Q1 | Increased 46 |
ISHARES CORE DIVIDEND GROWTH | 7.2M | $548.4M | 0.7% | $40.72 | +94.82% | 30 qtrssince 2019-Q1 | Increased 44 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 2.3M | $544.8M | 0.7% | $118.63 | +106.84% | 30 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.1M | $535.5M | 0.7% | $250.94 | +98.54% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.5M | $524.1M | 0.7% | $100.60 | +239.40% | 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 Rating: 4/5.0.
Active quarter - 321 new positions, 205 exits, 1846 increased. Top move: IWF (INCREASED, conviction 81). Portfolio: $79.5B across 4415 positions.
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Behavioral investing profile
Position Outcomes
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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