Commonwealth Retirement Investments LLC: 13F holdings
CIK 19637872026Q2
| Positions | 417 |
|---|
| Reported value | $368.4m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 417 (+297 vs prior quarter) |
|---|
| Reported value | $368.4m (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVGO BROADCOM INC COM | 72,778 | $27.5m | 7.5% |
| ABBV ABBVIE INC COM | 56,009 | $14.1m | 3.8% |
| JNJ JOHNSON & JOHNSON COM | 51,914 | $13.2m | 3.6% |
| MSFT MICROSOFT CORP COM | 34,705 | $12.9m | 3.5% |
| MRK MERCK & CO INC COM | 83,307 | $10.7m | 2.9% |
| IVV ISHARES CORE S&P 500 ETF | 13,227 | $9.9m | 2.7% |
| PG PROCTER & GAMBLE CO COM | 66,714 | $9.8m | 2.7% |
| HD HOME DEPOT INC COM | 27,329 | $9.6m | 2.6% |
| CVX CHEVRON CORPORATION COM | 57,873 | $9.6m | 2.6% |
| BND VANGUARD TOTAL BOND MARKET ETF | 116,970 | $8.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963787")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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