Commonwealth Financial Services, LLC
All 13F Filings
- Location
- Vienna, WV
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 744,204
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 317 | 744,204 | 13F-HR | Commonwealth Financial Services, LLC |
| 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 | 257.8 K | 35.2% | 0 | 70.77 K | -70.77 K |
| ETFs | 453.9 K | 62.0% | 223.3 K | 0 | 223.3 K |
| Debt | 21.02 K | 2.9% | 0 | 51.58 K | -51.58 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
744,204
Holdings
317
QoQ value change ($000)
112,511
(17.8%)
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.