account_balance
Investment manager · 13F filer · SEC CIK 312272
Commonwealth Equity Services, LLC
Reported value$77Bas of Sep 30, 2026
Positions4,378 214 new, 251 sold out
Top 10 weight18.1%AAPL alone is 3%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
3.5%Trimmed −6%
IVViShares Tr
2.6%Trimmed −3%
NVDANvidia Corporation
2.4%Trimmed −4%
MSFTMicrosoft Corp
1.8%Trimmed −4%
QQQInvesco QQQ Tr
1.6%Trimmed −3%
VEAVanguard Tax-managed FDS
1.5%Trimmed −2%
AMZNAmazon Com Inc
1.3%Trimmed −3%
SPYState STR SPDR S&P 500 ETF T
1.3%Trimmed −13%
VOOVanguard Index FDS
1.1%Trimmed −5%
IWFiShares Tr
1.0%Trimmed −7%
VUGVanguard Index FDS
1.0%Trimmed −7%
GOOGLAlphabet Inc
0.9%Trimmed −3%
AAPLApple Inc
3.5%Trimmed −6%
IVViShares Tr
2.6%Trimmed −3%
NVDANvidia Corporation
2.4%Trimmed −4%
MSFTMicrosoft Corp
1.8%Trimmed −4%
QQQ1.6%
VEA1.5%
AMZN1.3%SPY1.3%VOO1.1%
IWF1.0%
VUG1.0%
GOOGL0.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 3.5% Trimmed −6%
IVV iShares Tr 2.6% Trimmed −3%
NVDA Nvidia Corporation 2.4% Trimmed −4%MSFT Microsoft Corp 1.8% Trimmed −4%QQQ Invesco QQQ Tr 1.6% Trimmed −3%
VEA Vanguard Tax-managed FDS 1.5% Trimmed −2%
AMZN Amazon Com Inc 1.3% Trimmed −3%SPY State STR SPDR S&P 500 ETF T 1.3% Trimmed −13%VOO Vanguard Index FDS 1.1% Trimmed −5%
IWF iShares Tr 1.0% Trimmed −7%
VUG Vanguard Index FDS 1.0% Trimmed −7%
GOOGL Alphabet Inc 0.9% Trimmed −3%What changed