Commonwealth Retirement Investments LLC
CIK: 0001963787Latest portfolio: $310.6M · Q4 2025
Holdings
434
Total Value
$310.6M
New Positions
425
Closed Positions
0
Top Holdings
View All 434 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC COM | 63,553 | $22.0M | 7.08% | NEW | |
| 2 | MSFTMICROSOFT CORP COM | 26,623 | $12.9M | 4.14% | NEW | |
| 3 | ABBVABBVIE INC COM | 52,092 | $11.9M | 3.83% | NEW | |
| 4 | JPMJPMORGAN CHASE & CO COM | 36,503 | $11.8M | 3.79% | NEW | |
| 5 | MRKMERCK & CO INC COM | 92,000 | $9.7M | 3.12% | NEW | |
| 6 | XOMEXXON MOBIL CORP COM | 77,053 | $9.3M | 2.98% | NEW | |
| 7 | JNJJOHNSON & JOHNSON COM | 40,062 | $8.3M | 2.67% | NEW | |
| 8 | BNDVANGUARD TOTAL BOND MARKET ETF | 107,099 | $7.9M | 2.55% | NEW | |
| 9 | HDHOME DEPOT INC COM | 22,931 | $7.9M | 2.54% | NEW | |
| 10 | PEPPEPSICO INC COM | 54,386 | $7.8M | 2.51% | NEW | |
| 11 | LMTLOCKHEED MARTIN CORP COM | 15,674 | $7.6M | 2.44% | NEW | |
| 12 | CVXCHEVRON CORPORATION COM | 46,620 | $7.1M | 2.29% | NEW | |
| 13 | MOALTRIA GROUP INC COM | 115,202 | $6.6M | 2.14% | NEW | |
| 14 | IVVISHARES CORE S&P 500 ETF | 9,122 | $6.2M | 2.01% | NEW | |
| 15 | VVISA INC COM CL A | 17,732 | $6.2M | 2.00% | NEW | |
| 16 | LRCXLAM RESEARCH CORP COM NEW | 32,491 | $5.6M | 1.79% | NEW | |
| 17 | AMATAPPLIED MATLS INC COM | 17,350 | $4.5M | 1.44% | NEW | |
| 18 | PULSPGIM ULTRA SHORT BOND ETF | 88,605 | $4.4M | 1.41% | NEW | |
| 19 | IVEISHARES S&P 500 VALUE ETF | 20,521 | $4.4M | 1.40% | NEW | |
| 20 | CSCOCISCO SYS INC COM | 56,401 | $4.3M | 1.40% | NEW | |
| 21 | DYNFBLACKROCK U.S. EQUITY FACTOR ROTATION ETF | 69,083 | $4.2M | 1.35% | NEW | |
| 22 | MAMASTERCARD INCORPORATED CL A | 7,134 | $4.1M | 1.31% | NEW | |
| 23 | UPSUNITED PARCEL SVCS INC CL B | 40,959 | $4.1M | 1.31% | NEW | |
| 24 | IVWISHARES S&P 500 GROWTH ETF | 31,866 | $3.9M | 1.26% | NEW | |
| 25 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 54,631 | $3.7M | 1.18% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.1995128755561447e+107T)
Industrials0.0% ($7.581406219361833e+84T)
Healthcare0.0% ($1.1902968382903661e+70T)
Unknown0.0% ($3.070138912861098e+58T)
Consumer Cyclical0.0% ($7.890329027782614e+54T)
Energy0.0% ($9.27271051489117e+38T)
Consumer Defensive0.0% ($7.805664223571982e+38T)
Basic Materials0.0% ($2.1701264856956555e+24T)
Utilities0.0% ($68723814340.3T)
Communication Services0.0% ($24824418616.0T)
Real Estate0.0% ($433837251.6T)
Filing History
Fund Information
Commonwealth Retirement Investments LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $310.6M across 434 holdings. The largest position is BROADCOM INC COM (AVGO), representing 7.1% of the portfolio. Compared to the previous quarter, the fund opened 434 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.