Commonwealth Retirement Investments LLC Top Holdings and 13F Report (2026) About Commonwealth Retirement Investments LLCInvestment ActivityCommonwealth Retirement Investments LLC has $369.75 million in total holdings as of September 30, 2026.Commonwealth Retirement Investments LLC owns shares of 129 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 5.82% of the portfolio was purchased this quarter.About 6.15% of the portfolio was sold this quarter.This quarter, Commonwealth Retirement Investments LLC has purchased 417 new stocks and bought additional shares in 63 stocks.Commonwealth Retirement Investments LLC sold shares of 38 stocks and completely divested from 290 stocks this quarter.Largest Holdings Broadcom $25,399,999Microsoft $17,634,262iShares Core S&P 500 ETF $17,216,687AbbVie $14,695,284Johnson & Johnson $13,769,210 Largest New Holdings this Quarter 09290C764 - ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF $3,379,278 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $2,156,909 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 9,253 shares (about $7.09M)ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 92,965 shares (about $3.38M)iShares MSCI ACWI ex U.S. ETF 28,523 shares (about $2.16M)Vanguard Total Bond Market ETF 13,848 shares (about $971.44K)Amphenol 9,354 shares (about $788.54K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 28,444 shares (about $2.31M)iShares MSCI USA Quality Factor ETF 8,806 shares (about $1.96M)iShares MSCI EAFE Value ETF 23,835 shares (about $1.89M)PGIM Ultra Short Bond ETF 22,479 shares (about $1.11M)iShares S&P 500 Value ETF 3,513 shares (about $801.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCommonwealth Retirement Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$25,399,999$158,737 ▼-0.6%72,3266.9%TechnologyMSFTMicrosoft$17,634,262$166,182 ▼-0.9%34,3814.8%TechnologyIVViShares Core S&P 500 ETF$17,216,687$7,086,566 ▲70.0%22,4804.7%ETFABBVAbbVie$14,695,284$43,947 ▲0.3%56,1774.0%HealthcareJNJJohnson & Johnson$13,769,210$25,415 ▲0.2%52,0103.7%HealthcareMRKMerck & Co., Inc.$12,128,134$22,814 ▲0.2%83,4643.3%HealthcareCVXChevron$12,026,727$208,498 ▲1.8%58,8943.3%EnergyPGProcter & Gamble$9,946,181$253,950 ▲2.6%68,4622.7%Consumer StaplesBNDVanguard Total Bond Market ETF$9,176,883$971,437 ▲11.8%130,8182.5%ETFHDHome Depot$8,019,249$244,378 ▲3.1%28,1882.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$7,660,730$14,887 ▼-0.2%23,1562.1%FinanceLMTLockheed Martin$7,492,086$21,898 ▼-0.3%14,7122.0%IndustrialsPEPPepsiCo$7,391,775$223,406 ▲3.1%58,3322.0%Consumer StaplesMSMorgan Stanley$6,948,120$331,212 ▲5.0%36,9421.9%FinanceMOAltria Group$6,873,148$343,772 ▲5.3%102,0661.9%Consumer StaplesLAM RESEARCH CORP COM NEW$6,470,935$112,021 ▲1.8%19,6981.8%StockHPQHP$6,445,432$61,684 ▲1.0%206,0561.7%TechnologyVVisa$6,415,506$38,448 ▲0.6%17,8541.7%FinanceUNHUnitedHealth Group$6,102,064$239,707 ▲4.1%16,6231.7%HealthcareCSCOCisco Systems$5,919,991$64,793 ▼-1.1%55,0031.6%TechnologyIVWiShares S&P 500 Growth ETF$5,710,892$349,391 ▲6.5%40,1441.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$5,494,009$393,884 ▲7.7%79,3241.5%ETFEXXONMOBIL HOLDINGS CORP COM SHS$5,350,795$20,669 ▲0.4%32,8771.4%StockMAMastercard$4,719,127$98,166 ▲2.1%8,5571.3%FinancePULSPGIM Ultra Short Bond ETF$4,494,512$1,111,807 ▼-19.8%90,8721.2%ETFMETMetLife$4,427,895$62,711 ▲1.4%47,0251.2%FinanceIVEiShares S&P 500 Value ETF$4,359,313$801,962 ▼-15.5%19,0961.2%ETFNVDANVIDIA$4,260,626$417,019 ▲10.8%18,6561.2%TechnologyAAPLApple$4,194,946$159,180 ▲3.9%12,5971.1%TechnologyAMATApplied Materials$3,841,488$45,513 ▲1.2%7,5121.0%TechnologyALLAllstate$3,782,491$82,088 ▲2.2%17,0491.0%FinanceCOPConocoPhillips$3,648,903$58,696 ▲1.6%29,1561.0%EnergyISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF$3,379,278$3,379,278 ▲New Holding92,9650.9%ETFCMCSAComcast$3,298,381$145,466 ▲4.6%151,5800.9%Communication ServicesAFLAflac$3,194,449$133,801 ▲4.4%28,5780.9%FinanceMARSH & MCLENNAN COS INC COM$3,149,798$115,926 ▲3.8%18,4490.9%StockAMGNAmgen$3,086,689$33,720 ▲1.1%7,3230.8%HealthcareRFRegions Financial$3,079,346$92,145 ▲3.1%114,5590.8%FinanceINTUIntuit$2,981,598$77,476 ▲2.7%10,8140.8%TechnologyBBYBest Buy$2,690,614$25,060 ▲0.9%30,4920.7%Consumer DiscretionaryTROWT. Rowe Price Group$2,420,515$40,059 ▲1.7%23,2630.7%FinanceEFGiShares MSCI EAFE Growth ETF$2,344,013$20,731 ▼-0.9%19,5610.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,283,898$2,308,489 ▼-50.3%28,1410.6%ETFADPAutomatic Data Processing$2,261,380$47,999 ▲2.2%8,7630.6%IndustrialsMPCMarathon Petroleum$2,227,567$65,249 ▲3.0%5,6330.6%EnergyPRUPrudential Financial$2,181,077$38,049 ▲1.8%19,2030.6%FinanceACWXiShares MSCI ACWI ex U.S. ETF$2,156,909$2,156,909 ▲New Holding28,5230.6%ETFISHARES LARGE CAP CORE ACTIVE ETF$2,110,470$601,229 ▲39.8%43,1060.6%ETFTSCOTractor Supply$2,014,732$64,739 ▲3.3%64,3890.5%Consumer DiscretionaryISHARES A.I. INNOVATION AND TECH ACTIVE ETF$1,983,868$630,978 ▼-24.1%42,0400.5%ETFCOSTCostco Wholesale$1,949,948$26,400 ▼-1.3%2,1420.5%Consumer StaplesTRVTravelers Companies$1,933,354$43,494 ▲2.3%5,4230.5%FinanceKLACKLA$1,927,178$13,255 ▼-0.7%9,8870.5%TechnologyTJXTJX Companies$1,871,766$54,379 ▲3.0%14,1470.5%Consumer DiscretionaryPRINCIPAL FINANCIAL GROUP INC COM$1,824,948$84,530 ▲4.9%16,3000.5%StockPAYXPaychex$1,819,098$35,460 ▲2.0%18,4680.5%IndustrialsEOGEOG Resources$1,799,855$80,866 ▲4.7%13,0650.5%EnergyEFViShares MSCI EAFE Value ETF$1,792,872$1,886,338 ▼-51.3%22,6540.5%ETFCTASCintas$1,720,624$71,197 ▲4.3%8,8210.5%IndustrialsDRIDarden Restaurants$1,719,732$67,831 ▲4.1%8,8990.5%Consumer DiscretionaryBTHMBlackRock Future U.S. Themes ETF$1,696,265$716,522 ▼-29.7%38,5690.5%ETFPGIM ULTRA SHORT MUNICIPAL BOND ETF$1,559,862$451,481 ▼-22.4%31,3540.4%ETFAPHAmphenol$1,494,302$788,542 ▲111.7%17,7260.4%TechnologyBANK OF NY MELLON CORP COM$1,432,416$13,595 ▼-0.9%9,9040.4%StockFANGDiamondback Energy$1,400,448$63,231 ▲4.7%7,6190.4%EnergyGEGE Aerospace$1,310,369$87,129 ▲7.1%4,1960.4%IndustrialsIYEiShares U.S. Energy ETF$1,305,1370.0%20,1410.4%ETFADIAnalog Devices$1,271,122$91,248 ▼-6.7%3,2040.3%TechnologyISHARES DEFENSE INDUSTRIALS AND TECH ACTIVE ETF$1,248,432$51,837 ▼-4.0%39,9790.3%ETFWMWaste Management$1,201,2930.0%5,8910.3%IndustrialsUPSUnited Parcel Service$1,097,546$11,026 ▼-1.0%11,7460.3%IndustrialsSPYSPDR S&P 500 ETF Trust$1,091,452$295,935 ▲37.2%1,4310.3%ETFBMYBristol Myers Squibb$1,066,339$46,175 ▼-4.2%17,0890.3%HealthcareMTBM&T Bank$1,011,622$34,598 ▼-3.3%4,6490.3%FinancePMPhilip Morris International$992,971$652,377 ▲191.5%5,2040.3%Consumer StaplesTTTrane Technologies$923,847$67,797 ▼-6.8%2,0440.2%IndustrialsCORCencora$895,9460.0%2,9840.2%HealthcareWALMART INC COM$872,440$7,794 ▲0.9%8,3950.2%StockAMZNAmazon.com$857,574$209,784 ▼-19.7%3,4420.2%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$838,7410.0%6,6960.2%ETFFASTFastenal$824,130$43,091 ▼-5.0%16,6390.2%IndustrialsTFCTruist Financial$820,864$10,927 ▼-1.3%17,7290.2%FinanceSCHDSchwab US Dividend Equity ETF$730,322$8,002 ▲1.1%22,4510.2%ETFUNPUnion Pacific$644,4150.0%2,3680.2%IndustrialsVIGVanguard Dividend Appreciation ETF$643,936$86,091 ▲15.4%2,7600.2%ETFQQQInvesco QQQ$589,398$5,177 ▲0.9%7970.2%ETFDDominion Energy$566,411$164,797 ▼-22.5%9,3590.2%UtilitiesABTAbbott Laboratories$559,910$22,535 ▼-3.9%5,6650.2%HealthcarePNCThe PNC Financial Services Group$543,7460.0%2,4460.1%FinanceNSCNorfolk Southern$530,5530.0%1,7170.1%IndustrialsVYMVanguard High Dividend Yield ETF$528,611$3,104 ▲0.6%3,4060.1%ETFHSYHershey$502,303$12,766 ▼-2.5%3,1870.1%Consumer StaplesTXNTexas Instruments$501,641$280 ▼-0.1%1,7910.1%TechnologyCMECME Group$497,500$29,604 ▼-5.6%1,8990.1%FinanceLENLennar$495,007$14,033 ▲2.9%6,0670.1%Consumer DiscretionaryIBMInternational Business Machines$493,303$1,100 ▼-0.2%2,2430.1%TechnologySCHWCharles Schwab$460,267$2,541 ▼-0.5%4,7090.1%FinanceQUALiShares MSCI USA Quality Factor ETF$406,952$1,957,192 ▼-82.8%1,8310.1%ETFIEFAiShares Core MSCI EAFE ETF$399,921$20,539 ▲5.4%4,1280.1%ETFCFCF Industries$376,704$3,686 ▼-1.0%3,2700.1%MaterialsShowing largest 100 holdings. 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