Commonwealth Retirement Investments LLC 13F Holdings

CIK 0001963787 · RICHMOND, VA

As of Sep 30, 2025, Commonwealth Retirement Investments LLC reported 117 positions worth $294.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology65,357$21.6M7.33%
MICROSOFT CORPMSFTTechnology26,491 3.7M4.66%
ABBVIE INCABBVEquity53,191 2.3M4.19%
JPMORGAN CHASE & COJPMFinancial Services36,532 1.5M3.92%
HOME DEPOT INCHDConsumer Cyclical22,720$9.2M3.13%
EXXON MOBIL CORPXOMEnergy76,331$8.6M2.93%
CHEVRON CORPCHVEnergy53,181$8.3M2.81%
MERCK & CO INCMRKHealthcare93,003$7.8M2.65%
PEPSICO INCPEPConsumer Defensive55,043$7.7M2.63%
LOCKHEED MARTIN CORPLMTIndustrials15,252$7.6M2.59%
JOHNSON & JOHNSONJNJHealthcare40,688$7.5M2.56%
ALTRIA GROUP INCMOEquity113,021$7.5M2.54%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—100,360$7.5M2.54%
VISA INC-CLASS A SHARESVFinancial Services17,403$5.9M2.02%
ISHARES CORE S&P 500 ETFIVV—8,571$5.7M1.95%
LAM RESEARCH CORPLRCXTechnology37,464$5.0M1.71%
UNITED PARCEL SERVICE INCUPSIndustrials50,807$4.2M1.44%
CISCO SYSTEMS INCCSCOTechnology58,581$4.0M1.36%
MASTERCARD INCMAFinancial Services6,676$3.8M1.29%
PGIM ULTRA SHORT BOND ETFPULS—75,216$3.7M1.27%
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETFDYNF—62,777$3.7M1.26%
ISHARES S&P 500 GROWTH ETFIVW—29,919$3.6M1.23%
APPLIED MATERIALS INCAMATTechnology17,530$3.6M1.22%
LENNAR CORPLENConsumer Cyclical25,490$3.2M1.09%
APPLE INCAAPLTechnology12,304$3.1M1.07%