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Investment manager · 13F filer · SEC CIK 1536755
Commonwealth Financial Services, LLC
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Reported value$559Mas of Sep 30, 2026
Positions287 48 new, 78 sold out
Top 10 weight44.6%SPY alone is 8%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
8.4%Trimmed −35%
IVViShares Tr
5.9%Trimmed −13%
QQQInvesco QQQ Tr
5.1%Trimmed −35%
AGGiShares Tr
5.1%Trimmed −26%
GTOInvesco Actively Managed Exc
4.0%Trimmed −26%
RWLInvesco Exch Traded Fd Tr II
3.5%Trimmed −17%
RDVYFirst Tr Exchange Traded Fd
3.5%Trimmed −23%
GOVIInvesco Exch Traded Fd Tr II
3.2%Trimmed −33%
ONEQFidelity Comwlth Tr
3.2%Trimmed −5%
NVDANVIDIA Corp
2.8%Trimmed −4%
IMFLInvesco Exch TRD SLF Idx Fd
2.6%+216%
WCMIFirst Tr Exchange-Traded Fd
2.5%Trimmed −18%
SPYSPDR S&P 500 ETF Trust
8.4%Trimmed −35%
IVViShares Tr
5.9%Trimmed −13%
QQQInvesco QQQ Tr
5.1%−35%
AGGiShares Tr
5.1%−26%
GTOInvesco Actively Managed Exc
4.0%−26%
RWLInvesco Exch Traded Fd Tr II
3.5%
RDVYFirst Tr Exchange Traded Fd
3.5%
GOVIInvesco Exch Traded Fd Tr II
3.2%
ONEQFidelity Comwlth Tr
3.2%
IMFL
WCMI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 8.4% Trimmed −35%
IVV iShares Tr 5.9% Trimmed −13%
QQQ Invesco QQQ Tr 5.1% Trimmed −35%
AGG iShares Tr 5.1% Trimmed −26%
GTO Invesco Actively Managed Exc 4.0% Trimmed −26%
RWL Invesco Exch Traded Fd Tr II 3.5% Trimmed −17%
RDVY First Tr Exchange Traded Fd 3.5% Trimmed −23%
GOVI Invesco Exch Traded Fd Tr II 3.2% Trimmed −33%
ONEQ Fidelity Comwlth Tr 3.2% Trimmed −5%
NVDA NVIDIA Corp 2.8% Trimmed −4%IMFL Invesco Exch TRD SLF Idx Fd 2.6% Added +216%
WCMI First Tr Exchange-Traded Fd 2.5% Trimmed −18%
What changed
Biggest moves since Jun 30, 2026
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