account_balance
Investment manager · 13F filer · SEC CIK 312272
Commonwealth Equity Services, LLC
Reported value$77Bas of Sep 30, 2026
Positions4378 228 new, 265 sold out
Top 10 weight18%AAPL alone is 3%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPL
Apple Inc
3.5%Trimmed
IVV
Ishares Tr
2.6%Trimmed
NVDA
Nvidia Corporation
2.4%Trimmed
MSFT
Microsoft Corp
1.8%Trimmed
QQQ
Invesco QQQ Tr
1.6%Trimmed
VEA
Vanguard Tax-managed FDS
1.5%Trimmed
AMZN
1.3%
SPY
1.3%
VOO
1.1%
IWF
1.0%
4368 others
81.9%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed