Commonwealth Retirement Investments LLC — 13F Holdings

2026 Q2  ·  420 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Commonwealth Retirement Investments LLC maintained a portfolio of 420 distinct positions. The most significant new addition was MORGAN STANLEY COM NEW, now representing 2.00% of the total fund value. They heavily accumulated shares in BROADCOM INC COM, increasing the position by 7177.8%. Conversely, Commonwealth Retirement Investments LLC completely exited their position in EXXON MOBIL CORP COM.
Position History hover any row below to update
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Commonwealth Retirement Investments LLC Jackson, MS RIA / Retirement Advisory AUM $368M
PCA Score Concentration Risk
Risk ENB
Total Positions
420
Quarter
2026 Q2
Top Holding
AVGO (7.5%)
Top 10 Concentration
34.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 420

Commonwealth Retirement Investments LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AVGO
BROADCOM INC CO...
Technology 7.46% 5.99% #1
Prev: #1
7.0
10,237 16.4%
P
S
72,778 $27,491,939 2022 Q4 13F Filing 2026-06-30 2026-08-03
ABBV
ABBVIE INC COM
Healthcare 3.83% 3.64% #2 1
Prev: #3
3.5
1,938 3.6%
P
S
56,009 $14,094,027 2022 Q4 13F Filing 2026-06-30 2026-08-03
JNJ
JOHNSON & JOHNS...
Healthcare 3.58% 3.09% #3 5
Prev: #8
4.9
11,081 27.1%
P
S
51,914 $13,184,635 2022 Q4 13F Filing 2026-06-30 2026-08-03
MSFT
MICROSOFT CORP ...
Technology 3.51% 3.32% #4 2
Prev: #6
3.9
5,727 19.8%
P
S
34,705 $12,945,654 2022 Q4 13F Filing 2026-06-30 2026-08-03
MRK
MERCK & CO INC ...
Healthcare 2.91% 3.50% #5 1
Prev: #4
2.2
-10,599 -11.3%
P
S
83,307 $10,704,968 2022 Q4 13F Filing 2026-06-30 2026-08-03
IVV
ISHARES CORE S&...
ETF 2.69% 2.49% #6 7
Prev: #13
3.1
916 7.4%
P
S
13,227 $9,905,252 2022 Q4 13F Filing 2026-06-30 2026-08-03
PG
PROCTER & GAMBL...
Consumer Defensive 2.66% 0.66% #7 36
Prev: #43
4.1
51,978 352.7%
P
S
66,714 $9,782,930 2022 Q4 13F Filing 2026-06-30 2026-08-03
HD
HOME DEPOT INC ...
Consumer Cyclical 2.62% 2.55% #8 3
Prev: #11
3.0
2,260 9.0%
P
S
27,329 $9,638,369 2022 Q4 13F Filing 2026-06-30 2026-08-03
CVX
CHEVRON CORPORA...
Energy 2.60% 3.18% #9 2
Prev: #7
3.0
8,200 16.5%
P
S
57,873 $9,593,067 2023 Q4 13F Filing 2026-06-30 2026-08-03
BND
VANGUARD TOTAL ...
ETF 2.33% 2.53% #10 2
Prev: #12
2.9
6,001 5.4%
P
S
116,970 $8,586,768 2023 Q4 13F Filing 2026-06-30 2026-08-03
LRCX
LAM RESEARCH CO...
Technology 2.28% 2.10% #11 5
Prev: #16
0.9
-12,389 -39.0%
P
S
19,357 $8,387,850 2023 Q2 13F Filing 2026-06-30 2026-08-03
PEP
PEPSICO INC COM
Consumer Defensive 2.08% 2.83% #12 2
Prev: #10
1.3
-2,382 -4.0%
P
S
56,569 $7,659,415 2022 Q4 13F Filing 2026-06-30 2026-08-03
JPM
JPMORGAN CHASE ...
Financial Services 2.06% 3.39% #13 8
Prev: #5
0.8
-14,001 -37.6%
P
S
23,201 $7,594,317 2022 Q4 13F Filing 2026-06-30 2026-08-03
LMT
LOCKHEED MARTIN...
Industrials 2.04% 3.01% #14 5
Prev: #9
1.3
-1,364 -8.5%
P
S
14,755 $7,517,082 2022 Q4 13F Filing 2026-06-30 2026-08-03
MS
MORGAN STANLEY ...
Financial Services 2.00% #15
Prev: #—
4.3
35,181
NEW
35,181 $7,354,313 2025 Q4 13F Filing 2026-06-30 2026-08-03
MO
ALTRIA GROUP IN...
Consumer Defensive 1.89% 2.44% #16 2
Prev: #14
1.3
-22,724 -19.0%
P
S
96,961 $6,976,378 2023 Q2 13F Filing 2026-06-30 2026-08-03
UNH
UNITEDHEALTH GR...
Healthcare 1.80% 0.88% #17 16
Prev: #33
3.7
5,478 52.2%
P
S
15,970 $6,637,612 2023 Q2 13F Filing 2026-06-30 2026-08-03
CSCO
CISCO SYS INC C...
Technology 1.77% 1.34% #18 4
Prev: #22
1.2
-252 -0.5%
P
S
55,605 $6,531,338 2022 Q4 13F Filing 2026-06-30 2026-08-03
V
VISA INC COM CL...
Financial Services 1.65% 1.90% #19 2
Prev: #17
1.2
-2,529 -12.5%
P
S
17,747 $6,088,820 2023 Q4 13F Filing 2026-06-30 2026-08-03
PULS
PGIM ULTRA SHOR...
ETF 1.52% 2.27% #20 5
Prev: #15
0.6
-34,815 -23.5%
P
S
113,351 $5,616,523 2022 Q4 13F Filing 2026-06-30 2026-08-03
AMAT
APPLIED MATLS I...
Technology 1.46% 1.82% #21 3
Prev: #18
0.6
-9,834 -57.0%
P
S
7,423 $5,366,743 2023 Q3 13F Filing 2026-06-30 2026-08-03
IVW
ISHARES S&P 500...
ETF 1.41% 1.23% #22 2
Prev: #24
2.6
2,427 6.9%
P
S
37,688 $5,183,231 2023 Q3 13F Filing 2026-06-30 2026-08-03
IVE
ISHARES S&P 500...
ETF 1.39% 1.39% #23 3
Prev: #20
2.6
1,370 6.5%
P
S
22,609 $5,133,600 2024 Q1 13F Filing 2026-06-30 2026-08-03
DYNF
BLACKROCK U.S. ...
ETF 1.36% 1.21% #24 2
Prev: #26
2.5
6,383 9.5%
P
S
73,637 $5,008,052 2024 Q1 13F Filing 2026-06-30 2026-08-03
IEMG
ISHARES CORE MS...
ETF 1.27% 1.13% #25 2
Prev: #27
2.5
4,255 8.1%
P
S
56,585 $4,687,471 2023 Q1 13F Filing 2026-06-30 2026-08-03
HPQ
HP INC COM
Technology 1.22% 0.34% #26 46
Prev: #72
3.5
147,686 261.9%
P
S
204,084 $4,477,603 2023 Q2 13F Filing 2026-06-30 2026-08-03
N/A
EXXONMOBIL HOLD...
Unknown 1.22% #27
Prev: #—
4.0
32,750
NEW
32,750 $4,477,570 13F Filing 2026-06-30 2026-08-03
MA
MASTERCARD INCO...
Financial Services 1.17% 1.22% #28 3
Prev: #25
2.5
494 6.3%
P
S
8,379 $4,303,629 2023 Q4 13F Filing 2026-06-30 2026-08-03
ALL
ALLSTATE CORP C...
Financial Services 1.08% 1.01% #29
Prev: #29
2.4
950 6.0%
P
S
16,679 $3,968,601 2022 Q4 13F Filing 2026-06-30 2026-08-03
MET
METLIFE INC COM
Financial Services 1.06% 0.62% #30 16
Prev: #46
3.4
18,191 64.6%
P
S
46,359 $3,922,421 2022 Q4 13F Filing 2026-06-30 2026-08-03
EFV
ISHARES MSCI EA...
ETF 0.97% 0.98% #31 1
Prev: #30
2.4
3,827 9.0%
P
S
46,489 $3,558,733 2022 Q4 13F Filing 2026-06-30 2026-08-03
CMCSA
COMCAST CORP NE...
Communication Services 0.97% #32
Prev: #—
3.9
144,895
NEW
144,895 $3,557,172 2022 Q4 13F Filing 2026-06-30 2026-08-03
AAPL
APPLE INC COM
Technology 0.95% 0.95% #33 1
Prev: #32
0.9
1 0.0%
P
S
12,119 $3,506,614 2022 Q4 13F Filing 2026-06-30 2026-08-03
NVDA
NVIDIA CORPORAT...
Technology 0.91% 0.14% #34 59
Prev: #93
3.4
14,234 548.3%
P
S
16,830 $3,367,487 2025 Q3 13F Filing 2026-06-30 2026-08-03
RF
REGIONS FINANCI...
Financial Services 0.91% 0.49% #35 21
Prev: #56
3.4
50,992 84.8%
P
S
111,131 $3,356,156 2022 Q4 13F Filing 2026-06-30 2026-08-03
AFL
AFLAC INC COM
Financial Services 0.87% 0.45% #36 26
Prev: #62
3.3
14,146 106.9%
P
S
27,381 $3,210,422 2025 Q2 13F Filing 2026-06-30 2026-08-03
KLAC
KLA CORP COM NE...
Technology 0.82% 0.45% #37 23
Prev: #60
3.3
8,957 897.5%
P
S
9,955 $3,003,376 2023 Q3 13F Filing 2026-06-30 2026-08-03
COP
CONOCOPHILLIPS ...
Energy 0.81% 0.68% #38 3
Prev: #41
3.3
12,002 71.9%
P
S
28,687 $2,982,322 2025 Q2 13F Filing 2026-06-30 2026-08-03
MMC
MARSH & MCLENNA...
Unknown 0.80% #39
Prev: #—
3.8
17,770
NEW
17,770 $2,961,726 2026 Q2 13F Filing 2026-06-30 2026-08-03
BAI
ISHARES A.I. IN...
ETF 0.79% 0.54% #40 10
Prev: #50
0.8
2,230 4.2%
P
S
55,411 $2,921,268 2025 Q2 13F Filing 2026-06-30 2026-08-03
INTU
INTUIT COM
Technology 0.75% #41
Prev: #—
3.8
10,533
NEW
10,533 $2,749,170 2025 Q4 13F Filing 2026-06-30 2026-08-03
AMGN
AMGEN INC COM
Healthcare 0.71% 1.28% #42 19
Prev: #23
0.3
-4,524 -38.4%
P
S
7,243 $2,622,775 2024 Q2 13F Filing 2026-06-30 2026-08-03
TROW
PRICE T ROWE GR...
Financial Services 0.71% 0.96% #43 12
Prev: #31
0.3
-11,620 -33.7%
P
S
22,878 $2,601,000 2025 Q2 13F Filing 2026-06-30 2026-08-03
MTUM
ISHARES MSCI US...
ETF 0.68% 0.52% #44 11
Prev: #55
0.8
285 4.1%
P
S
7,306 $2,504,716 2022 Q4 13F Filing 2026-06-30 2026-08-03
EFG
ISHARES MSCI EA...
ETF 0.67% 0.62% #45
Prev: #45
2.3
1,762 9.8%
P
S
19,734 $2,455,304 2022 Q4 13F Filing 2026-06-30 2026-08-03
THRO
ISHARES U.S. TH...
ETF 0.64% 0.58% #46 2
Prev: #48
2.3
3,408 6.6%
P
S
54,861 $2,365,058 2025 Q2 13F Filing 2026-06-30 2026-08-03
QUAL
ISHARES MSCI US...
ETF 0.63% 0.59% #47
Prev: #47
2.3
671 6.7%
P
S
10,637 $2,334,077 2023 Q1 13F Filing 2026-06-30 2026-08-03
BBY
BEST BUY INC CO...
Consumer Cyclical 0.62% 0.56% #48 1
Prev: #49
2.2
1,887 6.7%
P
S
30,208 $2,292,183 2023 Q2 13F Filing 2026-06-30 2026-08-03
TJX
TJX COS INC NEW...
Consumer Cyclical 0.56% 1.13% #49 21
Prev: #28
0.2
-9,093 -39.8%
P
S
13,736 $2,080,977 2024 Q2 13F Filing 2026-06-30 2026-08-03
PUSH
PGIM ULTRA SHOR...
ETF 0.55% 0.32% #50 25
Prev: #75
3.2
20,056 98.4%
P
S
40,429 $2,038,228 2025 Q2 13F Filing 2026-06-30 2026-08-03
Showing 1-50 of 420 holdings

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