COMMONWEALTH EQUITY SERVICES, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
COMMONWEALTH EQUITY SERVICES, LLC 13F Holdings
CIK 0000312272 · WALTHAM, MA
As of Sep 30, 2025, COMMONWEALTH EQUITY SERVICES, LLC reported
4,234 positions worth $51.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 10,572,429 | $2.7M | 5.26% |
| NVIDIA CORP | NVDA | Technology | 10,995,345 | $2.1M | 4.01% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,846,025 |
|
.9M3.72% |
| MICROSOFT CORP | MSFT | Technology | 3,360,507 |
.7M | 3.40% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 2,272,321 |
.4M | 2.66% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,835,700 |
.2M | 2.39% |
| AMAZON.COM INC | AMZN | Equity | 5,342,389 |
.2M | 2.29% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 17,455,979 |
.0M | 2.04% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 2,001,110 | $937.3K | 1.83% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 2,551,323 | $837.3K | 1.63% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,357,294 | $831.2K | 1.62% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 1,711,815 | $821.0K | 1.60% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,598,314 | $803.5K | 1.57% |
| VANGUARD VALUE INDEX FUND | VTV | — | 3,284,635 | $612.6K | 1.20% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 2,838,005 | $612.4K | 1.20% |
| ALPHABET INC | GOOGL | Equity | 2,467,049 | $599.7K | 1.17% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 12,707,821 | $558.1K | 1.09% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 7,555,609 | $514.4K | 1.00% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,617,468 | $510.2K | 1.00% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 10,957,728 | $460.6K | 0.90% |
| ALPHABET INC | GOOG | Equity | 1,875,908 | $456.9K | 0.89% |
| META PLATFORMS INC | META | Communication Services | 593,570 | $435.9K | 0.85% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 3,446,499 | $409.5K | 0.80% |
| TESLA INC | TSLA | Consumer Cyclical | 887,720 | $394.8K | 0.77% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 3,220,554 | $388.8K | 0.76% |