Commonwealth Retirement Investments LLC holds a diversified book of 413 stocks worth $368.4M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Morgan Stanley and trimmed Merck & Co. Inc.. Their largest long position is Broadcom Inc at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Commonwealth Retirement Investments LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HighTower Advisors, LLC | 79 / 80 | $23.2B |
| TRUIST FINANCIAL CORP | 79 / 80 | $22.5B |
| Arax Advisory Partners | 79 / 80 | $3.1B |
| EverSource Wealth Advisors, LLC | 79 / 80 | $447.5M |
| AdvisorNet Financial, Inc | 79 / 80 | $325.6M |
| FMR LLC | 78 / 80 | $622.8B |
| MORGAN STANLEY | 78 / 80 | $478.3B |
| JPMORGAN CHASE & CO | 78 / 80 | $464.5B |
Ranked by how many of Commonwealth Retirement Investments LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc Com Stock | $27.5M | 72.8K | 7.5% | ▲+16% Added · +10K sh | |
| 2 | Abbvie Inc Com Stock | $14.1M | 56.0K | 3.8% | ▲+3.6% Added · +2K sh | |
| 3 | Johnson & Johnson Com Stock | $13.2M | 51.9K | 3.6% | ▲+27% Added · +11K sh | |
| 4 | Microsoft Corp Com Stock | $12.9M | 34.7K | 3.5% | ▲+20% Added · +6K sh | |
| 5 | Merck & Co Inc Com Stock | $10.7M | 83.3K | 2.9% | ▼−11% Reduced · −11K sh | |
| 6 | Ishares Core S&P 500 ETF ETF | $9.9M | 13.2K | 2.7% | ▲+7.4% Added · +916 sh | |
| 7 | Procter & Gamble Co Com Stock | $9.8M | 66.7K | 2.7% | ▲+353% Added · +52K sh | |
| 8 | Home Depot Inc Com Stock | $9.6M | 27.3K | 2.6% | ▲+9.0% Added · +2K sh | |
| 9 | Chevron Corporation Com Stock | $9.6M | 57.9K | 2.6% | ▲+17% Added · +8K sh | |
| 10 | Vanguard Total Bond Market ETF ETF | $8.6M | 117.0K | 2.3% | ▲+5.4% Added · +6K sh | |
| 11 | Lam Research Corp Com New Stock | $8.4M | 19.4K | 2.3% | ▼−39% Reduced · −12K sh | |
| 12 | Pepsico Inc Com Stock | $7.7M | 56.6K | 2.1% | ▼−4.0% Reduced · −2K sh | |
| 13 | JPMorgan Chase & Co Com Stock | $7.6M | 23.2K | 2.1% | ▼−38% Reduced · −14K sh | |
| 14 | Lockheed Martin Corp Com Stock | $7.5M | 14.8K | 2.0% | ▼−8.5% Reduced · −1K sh | |
| 15 | Morgan Stanley Com New Stock | $7.4M | 35.2K | 2.0% | ▲New New position | |
| 16 | Altria Group Inc Com Stock | $7.0M | 97.0K | 1.9% | ▼−19% Reduced · −23K sh | |
| 17 | Unitedhealth Group Inc Com Stock | $6.6M | 16.0K | 1.8% | ▲+52% Added · +5K sh | |
| 18 | Cisco Sys Inc Com Stock | $6.5M | 55.6K | 1.8% | ▼−0.5% Reduced · −252 sh | |
| 19 | Visa Inc Com CL A Stock | $6.1M | 17.7K | 1.7% | ▼−12% Reduced · −3K sh | |
| 20 | Pgim Ultra Short Bond ETF ETF | $5.6M | 113.4K | 1.5% | ▼−23% Reduced · −35K sh | |
| 21 | Applied Matls Inc Com Stock | $5.4M | 7.4K | 1.5% | ▼−57% Reduced · −10K sh | |
| 22 | Ishares S&P 500 Growth ETF ETF | $5.2M | 37.7K | 1.4% | ▲+6.9% Added · +2K sh | |
| 23 | Ishares S&P 500 Value ETF ETF | $5.1M | 22.6K | 1.4% | ▲+6.5% Added · +1K sh | |
| 24 | BlackRock U.S. Equity Factor Rotation ETF ETF | $5.0M | 73.6K | 1.4% | ▲+9.5% Added · +6K sh | |
| 25 | Ishares Core Msci Emerging Markets ETF ETF | $4.7M | 56.6K | 1.3% | ▲+8.1% Added · +4K sh | |
| 26 | HP Inc Com Stock | $4.5M | 204.1K | 1.2% | ▲+262% Added · +148K sh | |
| 27 | ExxonMobil Holdings Corp Com SHS Stock | $4.5M | 32.8K | 1.2% | ▲New New position | |
| 28 | Mastercard Incorporated CL A Stock | $4.3M | 8.4K | 1.2% | ▲+6.3% Added · +494 sh | |
| 29 | Allstate Corp Com Stock | $4.0M | 16.7K | 1.1% | ▲+6.0% Added · +950 sh | |
| 30 | Metlife Inc Com Stock | $3.9M | 46.4K | 1.1% | ▲+65% Added · +18K sh | |
| 31 | Ishares Msci Eafe Value ETF ETF | $3.6M | 46.5K | 1.0% | ▲+9.0% Added · +4K sh | |
| 32 | Comcast Corp New CL A Stock | $3.6M | 144.9K | 1.0% | ▲New New position | |
| 33 | Apple Inc Com Stock | $3.5M | 12.1K | 1.0% | ▲~0% Added · +1 sh | |
| 34 | Nvidia Corporation Com Stock | $3.4M | 16.8K | 0.9% | ▲+548% Added · +14K sh | |
| 35 | Regions Financial Corp New Com Stock | $3.4M | 111.1K | 0.9% | ▲+85% Added · +51K sh | |
| 36 | Aflac Inc Com Stock | $3.2M | 27.4K | 0.9% | ▲+107% Added · +14K sh | |
| 37 | Kla Corp Com New Stock | $3.0M | 10.0K | 0.8% | ▲+897% Added · +9K sh | |
| 38 | ConocoPhillips Com Stock | $3.0M | 28.7K | 0.8% | ▲+72% Added · +12K sh | |
| 39 | Marsh & McLennan Cos Inc Com Stock | $3.0M | 17.8K | 0.8% | ▲New New position | |
| 40 | Ishares A.I. Innovation And Tech Active ETF ETF | $2.9M | 55.4K | 0.8% | ▲+4.2% Added · +2K sh | |
| 41 | Intuit Com Stock | $2.7M | 10.5K | 0.7% | ▲New New position | |
| 42 | Amgen Inc Com Stock | $2.6M | 7.2K | 0.7% | ▼−38% Reduced · −5K sh | |
| 43 | Price T Rowe Group Inc Com Stock | $2.6M | 22.9K | 0.7% | ▼−34% Reduced · −12K sh | |
| 44 | Ishares Msci USA Momentum Factor ETF ETF | $2.5M | 7.3K | 0.7% | ▲+4.0% Added · +285 sh | |
| 45 | Ishares Msci Eafe Growth ETF ETF | $2.5M | 19.7K | 0.7% | ▲+9.8% Added · +2K sh | |
| 46 | Ishares U.S. Thematic Rotation Active ETF ETF | $2.4M | 54.9K | 0.6% | ▲+6.6% Added · +3K sh | |
| 47 | Ishares Msci USA Quality Factor ETF ETF | $2.3M | 10.6K | 0.6% | ▲+6.7% Added · +671 sh | |
| 48 | Best Buy Inc Com Stock | $2.3M | 30.2K | 0.6% | ▲+6.7% Added · +2K sh | |
| 49 | TJX Cos Inc New Com Stock | $2.1M | 13.7K | 0.6% | ▼−40% Reduced · −9K sh | |
| 50 | Pgim Ultra Short Municipal Bond ETF ETF | $2.0M | 40.4K | 0.6% | ▲+98% Added · +20K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1963787/holdings"
Use Arkolith to show Commonwealth Retirement Investments LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 417 | $368.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 122 | $323.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 435 | $310.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 120 | $294.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 110 | $263.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 95 | $245.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 99 | $242.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 91 | $238.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.