Commonwealth Retirement Investments LLC Portfolio Holdings

Commonwealth Retirement Investments LLC

  • $294 Billion
  • Q3 2025

Commonwealth Retirement Investments LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $21.6B, Microsoft Corp with a value of $13.7B, Abb Vie Inc. with a value of $12.3B, Jpmorgan Chase & CO with a value of $11.5B, and Home Depot, Inc. with a value of $9.21B.

Examining the 13F form we can see an increase of $31.2B in the current position value, from $263B to 294B.

Commonwealth Retirement Investments LLC is based out at Richmond, VA

Below you can find more details about Commonwealth Retirement Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Billion
Technology: $52.8 Billion
ETFs: $47.6 Billion
Financial Services: $43.2 Billion
Healthcare: $42 Billion
Consumer Defensive: $28.2 Billion
Consumer Cyclical: $22.9 Billion
Industrials: $22.3 Billion
Energy: $19.9 Billion
Other: $5.09 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.46 Billion 2.54% of portfolio
100,360
Q3 2025 Added 6.57%
$0
$5.74 Billion 1.95% of portfolio
8,571
Q3 2025 Added 0.66%
$0
$3.75 Billion 1.27% of portfolio
75,216
Q3 2025 Added 19.43%
$0
$3.72 Billion 1.26% of portfolio
62,777
Q3 2025 Added 20.29%
$0
$3.61 Billion 1.23% of portfolio
29,919
Q3 2025 Added 1.33%
$0
$3.13 Billion 1.06% of portfolio
16,076
Q3 2025 Reduced 18.33%
$0
$3.02 Billion 1.03% of portfolio
14,614
Q3 2025 Added 0.74%
$0
$2.82 Billion 0.96% of portfolio
41,529
Q3 2025 Reduced 20.97%
$0
$2.72 Billion 0.93% of portfolio
8,187
Q3 2025 Added 88.77%
$0
$2.68 Billion 0.91% of portfolio
40,698
Q3 2025 Added 18.33%
$0
$1.2 Billion 0.41% of portfolio
43,929
Q3 2025 Reduced 17.36%
$0
$882 Million 0.3% of portfolio
4,217
Q3 2025 New
$0
$885 Million 0.3% of portfolio
3,451
Q3 2025 Added 10.68%
$0
$784 Million 0.27% of portfolio
1,674
Q1 2023 Reduced 16.72%
$0
$776 Million 0.26% of portfolio
1,165
Q2 2025 Reduced 8.84%
$0
$559 Million 0.19% of portfolio
3,963
Q3 2025 Reduced 12.19%
$0
$425 Million 0.14% of portfolio
707
Q2 2025 Added 34.16%
$0
$385 Million 0.13% of portfolio
1,786
Q3 2025 Reduced 3.41%
$0
$368 Million 0.13% of portfolio
3,229
Q3 2025 Reduced 74.9%
$0
$347 Million 0.12% of portfolio
5,098
Q3 2025 Reduced 10.67%
$0
$288 Million 0.1% of portfolio
5,500
Q3 2025 New
$0
$291 Million 0.1% of portfolio
4,455
Q3 2025 Reduced 6.31%
$0
$292 Million 0.1% of portfolio
1,539
Q4 2024 Added 0.07%
$0
$227 Million 0.08% of portfolio
2,601
Q3 2025 New
$0
$249 Million 0.08% of portfolio
538
Q4 2023 New
$0
$237 Million 0.08% of portfolio
1,166
Q1 2024 New
$0
$205 Million 0.07% of portfolio
2,481
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $294 Billion
  • Prior Value $263 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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