Commonwealth Retirement Investments LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 368,407
- Description
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- 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 | 8/3/2026 | 417 | 368,407 | 13F-HR | Commonwealth Retirement Investments LLC |
| Q1 2026 | 5/11/2026 | 122 | 323,200 | 13F-HR | Commonwealth Retirement Investments LLC |
| Q4 2025 | 2/11/2026 | 435 | 310,621 | 13F-HR | Commonwealth Retirement Investments LLC |
| Q3 2025 | 11/4/2025 | 120 | 294,158 | 13F-HR | Commonwealth Retirement Investments LLC |
| Q2 2025 | 8/5/2025 | 110 | 262,955 | 13F-HR | Commonwealth Retirement Investments LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 291 K | 79.0% | 33.24 K | 0 | 33.24 K |
| ETFs | 77.42 K | 21.0% | 12.65 K | 0 | 12.65 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
368,407
Holdings
417
QoQ value change ($000)
45,207
(14.0%)
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.