Commonwealth Retirement Investments LLC
CIK 0001963787 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$368.4M
2026 Q2
Positions
417
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVGO
BROADCOM INC COM
7.5%
ABBV
ABBVIE INC COM
3.8%
JNJ
JOHNSON & JOHNSON COM
3.6%
MSFT
MICROSOFT CORP COM
3.5%
MRK
MERCK & CO INC COM
2.9%
IVV
ISHARES CORE S&P 500 ETF
2.7%
PG
PROCTER & GAMBLE CO COM
2.7%
HD
HOME DEPOT INC COM
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.