Commonwealth Retirement Investments LLC
Commonwealth Retirement Investments LLC reported 417 positions worth $368.4M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: AVGO (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVGO | SH | $27.5M | 7.46% | 72,778 | — | — | |
| ▸ 2 | ABBV | SH | $14.1M | 3.83% | 56,009 | — | — | |
| ▸ 3 | JNJ | SH | $13.2M | 3.58% | 51,914 | — | — | |
| ▸ 4 | MSFT | SH | $12.9M | 3.51% | 34,705 | — | — | |
| ▸ 5 | MRK | SH | $10.7M | 2.91% | 83,307 | — | — | |
| ▸ 6 | IVV | SH | $9.9M | 2.69% | 13,227 | — | — | |
| ▸ 7 | PG | SH | $9.8M | 2.66% | 66,714 | — | — | |
| ▸ 8 | HD | SH | $9.6M | 2.62% | 27,329 | — | — | |
| ▸ 9 | CVX | SH | $9.6M | 2.60% | 57,873 | — | — | |
| ▸ 10 | BND | SH | $8.6M | 2.33% | 116,970 | — | — |
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Frequently Asked Questions
What stocks does Commonwealth Retirement Investments LLC hold as of Q2 2026?
Commonwealth Retirement Investments LLC reported 417 positions worth $368.4M in its Q2 2026 13F filing. Largest positions: AVGO (7.5%), ABBV (3.8%), JNJ (3.6%), MSFT (3.5%) and MRK (2.9%).
What did Commonwealth Retirement Investments LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Commonwealth Retirement Investments LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.