account_balance
Investment manager · 13F filer · SEC CIK 1963787
Commonwealth Retirement Investments LLC
Reported value$370Mas of Sep 30, 2026
Positions129 2 new, 290 sold out
Top 10 weight37.9%AVGO alone is 7%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVGOBroadcom Inc.
6.9%
MSFTMicrosoft Corp
4.8%
IVViShares Core S&P 500 ETF
4.7%Added +70%
ABBVAbbVie Inc.
4.0%
JNJJohnson & Johnson
3.7%
MRKMerck & Co., Inc.
3.3%
CVXChevron Corp
3.3%
PGProcter & Gamble Co
2.7%Added +3%
BNDVanguard Total Bond Market ETF
2.5%Added +12%
HDHome Depot, Inc.
2.2%Added +3%
JPMJPMorgan Chase & Co
2.1%
LMTLockheed Martin Corp
2.0%
AVGOBroadcom Inc.
6.9%
MSFTMicrosoft Corp
4.8%
IVViShares Core S&P 500 ETF
4.7%Added +70%
ABBVAbbVie Inc.
4.0%
JNJJohnson & Johnson
3.7%
MRKMerck & Co., Inc.
3.3%
CVXChevron Corp
3.3%
PGProcter & Gamble Co
2.7%
BNDVanguard Total Bond Market ETF
2.5%
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
AVGO Broadcom Inc. 6.9% HeldMSFT Microsoft Corp 4.8% Held
IVV iShares Core S&P 500 ETF 4.7% Added +70%
ABBV AbbVie Inc. 4.0% HeldJNJ Johnson & Johnson 3.7% HeldMRK Merck & Co., Inc. 3.3% HeldCVX Chevron Corp 3.3% HeldPG Procter & Gamble Co 2.7% Added +3%BND Vanguard Total Bond Market ETF 2.5% Added +12%
HD Home Depot, Inc. 2.2% Added +3%JPM JPMorgan Chase & Co 2.1% HeldLMT Lockheed Martin Corp 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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