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COMMONWEALTH EQUITY SERVICES, LLC

Q2 2026 13F filing

Updated 43 days ago

4,415 disclosed positions worth $79.5B

Portfolio value
$79.5B
Total holdings
4,415
New positions
324
Closed positions
208
Increased
1,849
Decreased
2,156
Turnover
12.1%
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-4.8%
Value
$2.5B
Shares
8.53M
% Port
3.10%
E

ISHARES TR

+1.0%
Value
$2B
Shares
2.67M
% Port
2.51%
N

NVIDIA CORPORATION

-5.3%
Value
$1.7B
Shares
8.60M
% Port
2.16%
Q
4.QQQ

INVESCO QQQ TR

-6.5%
Value
$1.2B
Shares
1.66M
% Port
1.54%
V

VANGUARD TAX-MANAGED FDS

-0.6%
Value
$1.2B
Shares
16.67M
% Port
1.49%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

-8.3%
Value
$1.1B
Shares
1.49M
% Port
1.39%
M

MICROSOFT CORP

-4.8%
Value
$1.1B
Shares
2.88M
% Port
1.35%
A

AMAZON COM INC

-6.2%
Value
$982.6M
Shares
4.12M
% Port
1.24%
V

VANGUARD INDEX FDS

-1.1%
Value
$903.5M
Shares
1.32M
% Port
1.14%
E
10.ETHA

ISHARES TR

+290.5%
Value
$833.7M
Shares
6.71M
% Port
1.05%
V
11.VGES

VANGUARD INDEX FDS

+477.0%
Value
$787.9M
Shares
9.15M
% Port
0.99%
G

ALPHABET INC

-4.8%
Value
$732.2M
Shares
2.05M
% Port
0.92%
V
13.VGES

VANGUARD INDEX FDS

-2.5%
Value
$710.6M
Shares
1.92M
% Port
0.89%
C

CAPITAL GROUP DIVIDEND VALUE

+1.5%
Value
$673.6M
Shares
13.67M
% Port
0.85%
C

CAPITAL GROUP GROWTH ETF

+2.9%
Value
$658.4M
Shares
13.95M
% Port
0.83%
V
16.VGES

VANGUARD INDEX FDS

+3.3%
Value
$593.4M
Shares
2.72M
% Port
0.75%
E
17.ETHA

ISHARES TR

+0.1%
Value
$548.4M
Shares
7.24M
% Port
0.69%
B
18.BX

VANGUARD SPECIALIZED FUNDS

-3.0%
Value
$544.8M
Shares
2.30M
% Port
0.69%
B

BERKSHIRE HATHAWAY INC DEL

-3.3%
Value
$535.5M
Shares
1.07M
% Port
0.67%
G

ALPHABET INC

-5.8%
Value
$524.1M
Shares
1.48M
% Port
0.66%
F
21.FPF

FIRST TR EXCHANGE TRADED FD

+1.0%
Value
$459.5M
Shares
5.67M
% Port
0.58%
J

JPMORGAN CHASE & CO

-5.2%
Value
$438.2M
Shares
1.34M
% Port
0.55%
E
23.ETHA

INVESCO EXCH TRADED FD TR II

+21.0%
Value
$430.9M
Shares
1.42M
% Port
0.54%
E
24.ETHA

ISHARES TR

+1.6%
Value
$424.3M
Shares
3.08M
% Port
0.53%
L
25.LLY

ELI LILLY & CO

+13.7%
Value
$413.6M
Shares
344.8K
% Port
0.52%
P
26.PPT

PUTNAM ETF TRUST

+19.7%
Value
$406.4M
Shares
7.98M
% Port
0.51%
E
27.ETHA

ISHARES TR

-0.3%
Value
$388.2M
Shares
1.60M
% Port
0.49%
?
28.N/A

DIMENSIONAL ETF TRUST

+0.4%
Value
$371.2M
Shares
8.37M
% Port
0.47%
E
29.ETHA

ISHARES TR

-8.3%
Value
$367M
Shares
2.47M
% Port
0.46%
A
30.AVGO

BROADCOM INC

-2.3%
Value
$363.3M
Shares
961.8K
% Port
0.46%
V
31.VGES

VANGUARD WHITEHALL FDS

-5.3%
Value
$358.2M
Shares
2.27M
% Port
0.45%
V
32.VGES

VANGUARD INTL EQUITY INDEX F

-3.0%
Value
$352.7M
Shares
5.91M
% Port
0.44%
F
33.FPF

FIRST TR EXCHNG TRADED FD VI

-4.4%
Value
$346.2M
Shares
9.48M
% Port
0.44%
E
34.ETHA

BLACKROCK ETF TRUST

+4.9%
Value
$334.1M
Shares
4.91M
% Port
0.42%
E
35.ETHA

ISHARES TR

-11.2%
Value
$332.6M
Shares
4.31M
% Port
0.42%
T
36.TSLA

TESLA INC

-5.6%
Value
$331.3M
Shares
787.8K
% Port
0.42%
C
37.CAT

CATERPILLAR INC

-6.1%
Value
$330M
Shares
309.8K
% Port
0.41%
E
38.ETHA

ISHARES TR

-1.6%
Value
$324.8M
Shares
2.22M
% Port
0.41%
C
39.COST

COSTCO WHOLESALE CORPORATION

-4.3%
Value
$319.5M
Shares
341.6K
% Port
0.40%
J
40.JNJ

JOHNSON & JOHNSON

-2.1%
Value
$317.3M
Shares
1.25M
% Port
0.40%
V
41.VGES

VANGUARD INDEX FDS

+290.7%
Value
$316.6M
Shares
3.93M
% Port
0.40%
M
42.MU

MICRON TECHNOLOGY INC

-0.9%
Value
$313.8M
Shares
271.8K
% Port
0.39%
E
43.ETHA

ISHARES TR

+0.1%
Value
$307.5M
Shares
1.87M
% Port
0.39%
S

SELECT SECTOR SPDR TR

-4.8%
Value
$307.1M
Shares
1.61M
% Port
0.39%
S

SCHWAB STRATEGIC TR

+1.7%
Value
$304.6M
Shares
9.61M
% Port
0.38%
E
46.ETHA

ISHARES TR

-0.5%
Value
$302.2M
Shares
2.81M
% Port
0.38%
G
47.GLD

SPDR GOLD TR

-3.7%
Value
$302.2M
Shares
820.2K
% Port
0.38%
S

SPDR INDEX SHS FDS

+3.0%
Value
$297.1M
Shares
5.90M
% Port
0.37%
M
49.META

META PLATFORMS INC

-4.1%
Value
$288.9M
Shares
513.0K
% Port
0.36%
V
50.VGES

VANGUARD INDEX FDS

-3.1%
Value
$288.2M
Shares
950.7K
% Port
0.36%