COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings4,299 positions
APPLE INC | 9M | $2.3B | 3.2% | $56.74 | +346.47% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.6M | $1.7B | 2.4% | $333.55 | +94.75% | 29 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 9.1M | $1.6B | 2.2% | $17.68 | +884.39% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3M | $1.1B | 1.6% | $177.26 | +107.99% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 16.8M | $1.1B | 1.5% | $37.82 | +68.13% | 29 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.6M | $1.1B | 1.5% | $315.72 | +104.95% | 29 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 1.8M | $1B | 1.4% | $252.10 | +138.63% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 4.4M | $915.4M | 1.3% | $113.71 | +83.16% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.3M | $794.7M | 1.1% | $325.39 | +82.64% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.7M | $733.1M | 1.0% | $42.83 | +148.47% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.6M | $692.4M | 1.0% | $33.13 | +119.27% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 2M | $631.7M | 0.9% | $171.79 | +85.74% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 2.2M | $618.9M | 0.9% | $87.83 | +226.98% | 29 qtrssince 2019-Q1 | Decreased 0 |
CAPITAL GROUP DIVIDEND VALUE | 13.5M | $572.9M | 0.8% | $33.59 | +26.28% | 17 qtrssince 2022-Q1 | Increased 48 |
CAPITAL GROUP GROWTH ETF | 13.6M | $544.7M | 0.8% | $29.84 | +34.60% | 17 qtrssince 2022-Q1 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 1.1M | $530.4M | 0.7% | $251.26 | +90.72% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 2.6M | $517.4M | 0.7% | $111.12 | +74.89% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SPECIALIZED FUNDS | 2.4M | $510.6M | 0.7% | $117.39 | +81.70% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.2M | $507.1M | 0.7% | $40.10 | +73.39% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.6M | $451.6M | 0.6% | $77.74 | +268.55% | 29 qtrssince 2019-Q1 | Decreased 0 |
COMMONWEALTH EQUITY SERVICES, LLC manages $71.6B across 4299 positions as of Q1 2026. Top holdings: AAPL (3.2%), IVV (2.4%), NVDA (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 243 new positions, 215 exits, 1851 increased. Top move: CGDV (INCREASED, conviction 48). Portfolio: $71.6B across 4299 positions.
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Portfolio allocation by GICS sector
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
Verify source filings on SEC EDGAR