COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings4,234 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 10.6M | $2.7B | 3.5% | $102.83 | +146.70% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 11M | $2.1B | 2.7% | $113.42 | +60.33% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.8M | $1.9B | 2.5% | $336.50 | +97.45% | 27 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.4M | $1.7B | 2.3% | $177.26 | +189.82% | 27 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 2.3M | $1.4B | 1.8% | $252.10 | +137.19% | 27 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.8M | $1.2B | 1.6% | $318.61 | +107.69% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 5.3M | $1.2B | 1.5% | $119.18 | +86.41% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 17.5M | $1B | 1.4% | $38.21 | +53.66% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2M | $937.3M | 1.2% | $42.86 | +172.44% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.6M | $837.3M | 1.1% | $173.06 | +88.47% | 27 qtrssince 2019-Q1 | Increased 52 |
VANGUARD S&P 500 ETF | 1.4M | $831.2M | 1.1% | $328.43 | +85.25% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD GROWTH ETF | 1.7M | $821M | 1.1% | $33.16 | +140.26% | 27 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.6M | $803.5M | 1.0% | $250.94 | +98.95% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 3.3M | $612.6M | 0.8% | $112.84 | +63.78% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 2.8M | $612.4M | 0.8% | $118.63 | +80.16% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.5M | $599.7M | 0.8% | $105.55 | +131.06% | 27 qtrssince 2019-Q1 | Decreased 0 |
CAPITAL GROUP GROWTH ETF | 12.7M | $558.1M | 0.7% | $28.58 | +53.44% | 15 qtrssince 2022-Q1 | Increased 45 |
ISHARES CORE DIVIDEND GROWTH | 7.6M | $514.4M | 0.7% | $40.67 | +65.46% | 27 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.6M | $510.2M | 0.7% | $104.77 | +198.52% | 27 qtrssince 2019-Q1 | Decreased 0 |
CAP GROUP DIVIDEND VALUE | 11M | $460.6M | 0.6% | $31.41 | +32.46% | 15 qtrssince 2022-Q1 | Increased 49 |
COMMONWEALTH EQUITY SERVICES, LLC manages $77.2B across 4234 positions as of Q3 2025. Top holdings: AAPL (3.5%), NVDA (2.7%), IVV (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 229 new positions, 243 exits, 1554 increased. Top move: VTI (INCREASED, conviction 52). Portfolio: $77.2B across 4234 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