Commonwealth Retirement Investments LLC - Portfolio Stock Holdings
Commonwealth Retirement Investments LLC disclosed 414 stock positions in a recent SEC 13F filing. $369,746,541 of stock holdings were filed, with the largest holdings including AVGO, MSFT, and IVV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $377,033,190 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
414Est. Stock Holding Value:
$369,746,541Top Stock Holdings By Sector
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Portfolio Stock Holdings - Commonwealth Retirement Investments LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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