COMMONWEALTH EQUITY SERVICES, LLC
Top Portfolio Positions
2,197 positions ·
$27,351,594,650 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,955,368 | $2,272,782,844 | 8.31% | |
| NVDA |
Nvidia Corp
Technology
|
9,084,150 | $1,584,275,760 | 5.79% | |
| MSFT |
Microsoft Corp
Technology
|
3,023,558 | $1,119,230,464 | 4.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,619,363 | $1,053,136,533 | 3.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,778,951 | $1,026,774,938 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,395,363 | $915,422,252 | 3.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,152,226 | $618,894,108 | 2.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,106,935 | $530,443,252 | 1.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,412,005 | $415,355,390 | 1.52% | |
| GLD |
Spdr Gold Trust
|
851,517 | $366,399,249 | 1.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BWFG
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,388,491 | 69,837 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,190,034 | 69,621 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,129,448 | 70,722 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,538,817 | 70,464 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,882,236 | 62,367 | Shares | Sole | 2025-05-09 | |
| 2021-03-31 | $316,905 | 11,759 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $228,559 | 11,691 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $164,154 | 11,601 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $182,834 | 11,499 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $202,240 | 13,253 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||