Commonwealth Retirement Investments LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 310,621
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
215
(0.1% of total reported value)
· QoQ Δ:
-244
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 247 K | 79.6% | 6.093 K | 0 | 6.093 K |
| ETFs | 63.4 K | 20.4% | 10.62 K | 0 | 10.62 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
310,621
Holdings
435
QoQ value change ($000)
16,463
(5.6%)
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.