Commonwealth Financial Services, LLC
All 13F Filings
- Location
- Vienna, WV
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 631,693
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 278 | 631,693 | 13F-HR | Commonwealth Financial Services, LLC |
| Q4 2025 | 2/6/2026 | 236 | 606,279 | 13F-HR | Commonwealth Financial Services, LLC |
| Q3 2025 | 10/21/2025 | 229 | 584,411 | 13F-HR | Commonwealth Financial Services, LLC |
| Q2 2025 | 7/25/2025 | 215 | 519,364 | 13F-HR | Commonwealth Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 328.5 K | 52.0% | 0 | 87.89 K | -87.89 K |
| ETFs | 230.6 K | 36.5% | 110.7 K | 0 | 110.7 K |
| Debt | 72.6 K | 11.5% | 3.871 K | 0 | 3.871 K |
| Other | 0 | 0.0% | 0 | 1.209 K | -1.209 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
631,693
Holdings
278
QoQ value change ($000)
25,414
(4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.