COMMONWEALTH EQUITY SERVICES, LLC

Est. AUM

$71.59B

13F long equity, this entity only

Positions

4,299

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$2.27B	8955368	3.17%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$1.72B	2640321	2.41%	SOLE
3	NVIDIA CORPORATION	COM	$1.58B	9084150	2.21%	SOLE
4	MICROSOFT CORP	COM	$1.12B	3023558	1.56%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.07B	16771525	1.50%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.05B	1619363	1.47%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$1.03B	1778951	1.43%	SOLE
8	AMAZON COM INC	COM	$915.4M	4395363	1.28%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$794.7M	1329853	1.11%	SOLE
10	ISHARES TR	RUS 1000 GRW ETF	$733.1M	1719384	1.02%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$692.4M	1585271	0.97%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$631.7M	1969033	0.88%	SOLE
13	ALPHABET INC	CAP STK CL A	$618.9M	2152226	0.86%	SOLE
14	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$572.9M	13468007	0.80%	SOLE
15	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$544.7M	13552564	0.76%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$530.4M	1106935	0.74%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$517.4M	2636976	0.72%	SOLE
18	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$510.6M	2374070	0.71%	SOLE
19	ISHARES TR	CORE DIV GRWTH	$507.1M	7225477	0.71%	SOLE
20	ALPHABET INC	CAP STK CL C	$451.6M	1574283	0.63%	SOLE
21	JPMORGAN CHASE & CO	COM	$415.4M	1412005	0.58%	SOLE
22	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$383.2M	5611798	0.54%	SOLE
23	SPDR GOLD TR	GOLD SHS	$366.4M	851517	0.51%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$355.6M	356884	0.50%	SOLE
25	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$354.4M	2392901	0.50%	SOLE
26	EXXON MOBIL CORP	COM	$354.0M	2086375	0.49%	SOLE
27	ISHARES TR	S&P 500 GRWT ETF	$343.5M	3037160	0.48%	SOLE
28	ISHARES TR	RUS 1000 VAL ETF	$343.2M	1606242	0.48%	SOLE
29	ISHARES TR	CORE S&P SCP ETF	$335.6M	2699487	0.47%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$334.7M	9909885	0.47%	SOLE
31	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$329.4M	6093454	0.46%	SOLE
32	ISHARES TR	CORE S&P MCP ETF	$328.0M	4857647	0.46%	SOLE
33	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$324.0M	8337551	0.45%	SOLE
34	JOHNSON & JOHNSON	COM	$312.0M	1276418	0.44%	SOLE
35	TESLA INC	COM	$310.3M	834627	0.43%	SOLE
36	PUTNAM ETF TRUST	FOCUSED LAR CAP	$309.1M	6662348	0.43%	SOLE
37	META PLATFORMS INC	CL A	$306.0M	534816	0.43%	SOLE
38	BROADCOM INC	COM	$304.8M	984767	0.43%	SOLE
39	ISHARES TR	NATIONAL MUN ETF	$299.7M	2823552	0.42%	SOLE
40	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$289.8M	9444472	0.40%	SOLE
41	VANGUARD INDEX FDS	MID CAP ETF	$288.8M	1005627	0.40%	SOLE
42	ISHARES TR	RUS MD CP GR ETF	$288.7M	2253574	0.40%	SOLE
43	ISHARES GOLD TR	ISHARES NEW	$282.7M	3206296	0.39%	SOLE
44	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$279.3M	1175381	0.39%	SOLE
45	ELI LILLY & CO	COM	$279.0M	303295	0.39%	SOLE
46	BLACKROCK ETF TRUST	ISHARES US EQUIT	$272.4M	4682652	0.38%	SOLE
47	ISHARES TR	RUS MDCP VAL ETF	$271.8M	1865296	0.38%	SOLE
48	SPDR INDEX SHS FDS	STATE STREET SPD	$261.4M	5726102	0.37%	SOLE
49	ISHARES TR	CORE MSCI EAFE	$258.0M	2849680	0.36%	SOLE
50	ISHARES TR	MSCI USA QLT FCT	$257.0M	1340055	0.36%	SOLE

1–50 of 4,299

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.