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Filing analysis

Commonwealth Equity Services, Llc

13F-HR · period Q1 2026 · filed Apr 27, 2026

View original SEC filing ↗ Manager record

$71.59BReported 13F value
4,299Positions
+159New
1606Increased
1891Reduced
−153Exited
Largest new positions
SecurityValueWeight
CORO iShares International Country… $75.90M 0.1%
IDEF iShares Defense Industrials… $37.29M 0.1%
BLCR iShares Large Cap Core Active… $24.57M 0.0%
CLSE $7.88M 0.0%
ACYN $6.15M 0.0%
EMEQ $3.69M 0.0%
WBI $3.36M 0.0%
SEDG SolarEdge Technologies, Inc. $3.28M 0.0%
ZAP $2.64M 0.0%
ISHG $2.38M 0.0%
Largest resizings
SecurityΔ sharesValue now
MSFT Microsoft Corporation ▼ Trim -3.7% $1.12B
AAPL Apple Inc. ▼ Trim -7.1% $2.27B
NVDA NVIDIA Corporation ▼ Trim -7.5% $1.58B
QQQ Invesco QQQ Trust, Series 1 ▼ Trim -10.4% $1.03B
AMZN Amazon.com, Inc. ▼ Trim -6.7% $915.42M
BRK-B Berkshire Hathaway Inc. ▼ Trim -20.6% $530.44M
VTI Vanguard Morningstar Total… ▼ Trim -15.1% $631.69M
IVV iShares Core S&P 500 ETF ▼ Trim -3.2% $1.72B
SPY State Street SPDR S&P 500 ETF ▼ Trim -6.8% $1.05B
IWF iShares Russell 1000 Growth… ▼ Trim -5.3% $733.15M
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.