How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q2 2026, COMMONWEALTH EQUITY SERVICES, LLC holds 4,415 positions in their 13F portfolio.

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

AAPL at 3.1% of portfolio, worth $2.5B.

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

$79.5B as of Q2 2026, tracked across 4,415 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 Q2 2026?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 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, LLC

Institutional investor · Portfolio as of Q2 2026

Top Holdings4,415 positions

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Activity:

				Price Trend
AAPL APPLE INC	8.5M	$2.5B	3.1%	—	$56.74	+409.52%	30 qtrssince 2019-Q1	Decreased 0
IVV ETF ISHARES TR	2.7M	$2B	2.5%	—	$337.71	+121.12%	30 qtrssince 2019-Q1	Increased 55
NVDA NVIDIA CORPORATION	8.6M	$1.7B	2.2%	—	$17.68	+1030.71%	30 qtrssince 2019-Q1	Decreased 0
QQQ Unit INVESCO QQQ TR	1.7M	$1.2B	1.5%	—	$251.51	+192.49%	30 qtrssince 2019-Q1	Decreased 0
VEA ETF VANGUARD TAX-MANAGED FDS	16.7M	$1.2B	1.5%	—	$37.82	+87.93%	30 qtrssince 2019-Q1	Decreased 0
SPY Unit STATE STR SPDR S&P 500 ETF T	1.5M	$1.1B	1.4%	—	$315.72	+135.94%	30 qtrssince 2019-Q1	Decreased 0
MSFT MICROSOFT CORP	2.9M	$1.1B	1.3%	—	$177.26	+110.05%	30 qtrssince 2019-Q1	Decreased 0
AMZN AMAZON COM INC	4.1M	$982.6M	1.2%	—	$113.71	+109.61%	30 qtrssince 2019-Q1	Decreased 0
VOO ETF VANGUARD INDEX FDS	1.3M	$903.5M	1.1%	—	$325.39	+110.53%	30 qtrssince 2019-Q1	Decreased 0
IWF ETF ISHARES TR	6.7M	$833.7M	1.0%	—	$42.83	+189.68%	30 qtrssince 2019-Q1	Increased 81
VUG ETF VANGUARD INDEX FDS	9.1M	$787.9M	1.0%	—	$33.13	+159.75%	30 qtrssince 2019-Q1	Increased 72
GOOGL ALPHABET INC	2M	$732.2M	0.9%	—	$87.83	+306.61%	30 qtrssince 2019-Q1	Decreased 0
VTI ETF VANGUARD INDEX FDS	1.9M	$710.6M	0.9%	—	$171.79	+114.86%	30 qtrssince 2019-Q1	Decreased 0
CGDV ETF CAPITAL GROUP DIVIDEND VALUE	13.7M	$673.6M	0.8%	—	$33.70	+46.24%	18 qtrssince 2022-Q1	Increased 45
CGGR ETF CAPITAL GROUP GROWTH ETF	13.9M	$658.4M	0.8%	—	$29.92	+57.76%	18 qtrssince 2022-Q1	Increased 46
VTV ETF VANGUARD INDEX TR VALUE	2.7M	$593.4M	0.7%	—	$114.46	+89.53%	30 qtrssince 2019-Q1	Increased 46
DGRO ETF ISHARES TR	7.2M	$548.4M	0.7%	—	$40.15	+87.84%	30 qtrssince 2019-Q1	Increased 44
VIG ETF VANGUARD SPECIALIZED FUNDS	2.3M	$544.8M	0.7%	—	$117.39	+100.77%	30 qtrssince 2019-Q1	Decreased 0
BRK/B BERKSHIRE HATHAWAY INC DEL	1.1M	$535.5M	0.7%	—	$251.26	+99.15%	30 qtrssince 2019-Q1	Decreased 0
GOOG ALPHABET INC	1.5M	$524.1M	0.7%	—	$77.74	+354.22%	30 qtrssince 2019-Q1	Decreased 0

$79.5B

AUM

4,415

Positions

Q2 2026

Filing

HI rating · 4.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$70,655,875,000	3.29143952845%
2025-Q2	$75,705,180,000	7.14633425741%
2025-Q3	$77,204,384,000	1.98031891609%
2025-Q4	$75,011,150,787	-2.84081434158%
2026-Q1	$71,592,020,525	-4.55816265466%
2026-Q2	$79,521,552,340	11.0759994715%