Commonwealth Retirement Investments LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location richmond, VACIK 0001963787All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
435 | $310.62M | AVGO, MSFT, ABBV, JPM | 13F-HR | Feb 11, 2026 | 000196378726000001 | ||
120 | $294.16M | AVGO, MSFT, ABBV, JPM | 13F-HR | Nov 4, 2025 | 000196378725000007 | ||
110 | $262.96M | AVGO, MSFT, JPM, ABBV | 13F-HR | Aug 5, 2025 | 000196378725000004 | ||
95 | $245.94M | AVGO, JPM, ABBV, MSFT | 13F-HR | May 9, 2025 | 000196378725000003 | ||
99 | $242.82M | AVGO, JPM, MSFT, ABBV | 13F-HR | Feb 4, 2025 | 000196378725000001 | ||
91 | $238.48M | AVGO, MSFT, JPM, ABBV | 13F-HR | Nov 5, 2024 | 000196378724000005 | ||
92 | $218.39M | AVGO, MSFT, JPM, IVV | 13F-HR | Aug 5, 2024 | 000196378724000004 | ||
80 | $209.44M | AVGO, MSFT, JPM, IVV | 13F-HR | May 3, 2024 | 000196378724000003 | ||
83 | $188.75M | AVGO, MSFT, IVV, JPM | 13F-HR | Jan 24, 2024 | 000196378724000001 | ||
68 | $173.27M | AVGO, MSFT, XOM, IVV | 13F-HR | Nov 6, 2023 | 000196378723000005 | ||
63 | $179.3M | AVGO, MSFT, CSCO, JPM | 13F-HR | Jul 24, 2023 | 000196378723000004 | ||
59 | $168.58M | AVGO, CSCO, XOM, MSFT | 13F-HR | May 3, 2023 | 000196378723000003 | ||
67 | $164.97M | AVGO, MRK, CSCO, PEP | 13F-HR | Feb 8, 2023 | 000196378723000002 |