Commonwealth Retirement Investments LLC - Portfolio Stock Holdings
Commonwealth Retirement Investments LLC disclosed 414 stock positions in a recent SEC 13F filing. $368,404,103 of stock holdings were filed, with the largest holdings including AVGO, ABBV, and JNJ. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
414Est. Stock Holding Value:
$368,404,103Top 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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