Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
COMMONWEALTH EQUITY SERVICES, LLC manages $75B across 4271 positions as of Q4 2025. Top holdings: AAPL (3.5%), IVV (2.5%), NVDA (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 261 new positions, 224 exits, 1677 increased. No standout high-conviction moves this quarter. Portfolio: $75.0B across 4271 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile