Long-term investor
Commonwealth Financial Services, LLC @commonwealthfinancialser
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001536755).
Record
- Tracked since 2025-06-30 (441 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 9.4% · long · since 2025-06-30
- 46090E103 · 5.9% · long · since 2025-06-30
- AGG · 5.4% · long · since 2026-06-30
- IVV · 4.9% · long · since 2025-06-30
- GTO · 4.3% · long · since 2026-06-30
- GOVI · 3.9% · long · since 2026-06-30
- RDVY · 3.5% · long · since 2026-03-31
- RWL · 3.1% · long · since 2026-06-30
- ONEQ · 2.4% · long · since 2025-06-30
- WCMI · 2.4% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- ICLO · 1.5% · long · since 2026-06-30