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Commonwealth Financial Services, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    vienna, WV
  • CIK
    0001536755
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

236

$606.28M
SPY, NDQ, FIXD, FIRST TR EXCHNG TRADED FD VI
13F-HR
Feb 6, 2026
000153675526000003

229

$584.41M
SPY, NDQ, FIXD, FIRST TR EXCHNG TRADED FD VI
13F-HR
Oct 21, 2025
000153675525000015

215

$519.37M
SPY, FIXD, NDQ, FIRST TR EXCHNG TRADED FD VI
13F-HR
Jul 25, 2025
000153675525000010

200

$488.26M
SPY, FIXD, NDQ, MGOV
13F-HR
May 9, 2025
000153675525000007

192

$510.22M
SPY, FIXD, NDQ, IVV
13F-HR
Jan 27, 2025
000153675525000003

194

$506.43M
SPY, FIXD, NDQ, IVV
13F-HR
Oct 22, 2024
000153675524000015

191

$487.24M
SPY, FIXD, IVV, NDQ
13F-HR
Aug 13, 2024
000153675524000008

185

$424.45M
IVV, SPY, VNLA, NDQ
13F-HR
May 14, 2024
000153675524000006

185

$424.61M
IVV, SPY, VNLA, NDQ
13F-HR
Feb 14, 2024
000161151824000003

189

$336.17M
IVV, SPY, VNLA, IYW
13F-HR
Nov 13, 2023
000153675523000003

278

$91.77M
FDL, QQQ, IEMG, IEFA
13F-HR
Apr 20, 2017
000121465917002640

255

$101.45M
FDL, IWM, DVY, IJS
13F-HR
Feb 13, 2017
000121465917001023

249

$106.28M
FDL, AGG, DVY, IYM
13F-HR
Oct 28, 2016
000121465916014255

255

$84.9M
FDL, AGG, GQ9, IYM
13F-HR
Jul 21, 2016
000121465916012741

239

$67.47M
AGG, NEAR, DIA, IJJ
13F-HR
Apr 26, 2016
000121465916010963

245

$29.44M
QQQ, SPY, IYR, IVW
13F-HR
Jan 27, 2016
000121465916009052

242

$85.71M
IJR, IJK, MDY, SPY
13F-HR
Oct 28, 2015
000121465915007264

248

$92.26M
IJR, MDY, EFA, IJK
13F-HR
Jul 30, 2015
000121465915005657

254

$113.72M
IJR, SPY, DIA, IYR
13F-HR
Apr 28, 2015
000121465915003324

241

$111.62M
SPY, QQQ, DIA, POWERSHARES ETF TRUST II
13F-HR
Jan 23, 2015
000121465915000544