Commonwealth Financial Services, LLC - Portfolio overview

Commonwealth Financial Services, LLC has 297 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 7.41%
2. GJAN - FIRST TR EXCHNG TRADED FD VI, 5.38%
3. FIXD - FIRST TR EXCHNG TRADED FD VI, 5.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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