Fund HoldingsCommonwealth Financial Services, LLC

Total Portfolio Value
$744.20M
Total Bought
$342.86M
Total Sold
$248.74M
Net Transaction
+$94.12M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR0407,606+407,606040,3455.42%+40,345
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
0675,575+675,575031,6644.25%+31,664
INVESCO EXCH TRADED FD TR II01,060,517+1,060,517028,7933.87%+28,793
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
0183,408+183,408023,4323.15%+23,432
STATE STR SPDR S&P 500 ETF T(SPY)76,84594,048+17,20349,97570,2329.44%+20,257
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
175,204324,066+148,86211,96326,2693.53%+14,306
INVESCO QQQ TR059,472+59,472043,7955.88%+43,795
INVESCO ACTIVELY MANAGED EXC
AAA CLO FLTNG RT
0450,516+450,516011,5241.55%+11,524
ISHARES TR40,21749,171+8,95426,27036,8234.95%+10,553
INVESCO EXCH TRADED FD TR II0117,275+117,27508,7841.18%+8,784
SPDR SERIES TRUST
ST STR P500ETF
093,698+93,69808,2341.11%+8,234
FIRST TR EXCHANGE-TRADED FD593,138911,280+318,1429,94717,8342.40%+7,887
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
095,365+95,36507,4411.00%+7,441
FIRST TR EXCHNG TRADED FD VI
FT VE US EQ OCTO
0160,163+160,16306,2720.84%+6,272
ISHARES TR062,122+62,12206,2540.84%+6,254
ISHARES TR
FALN ANGLS USD
0227,881+227,88106,2070.83%+6,207
FIDELITY COMWLTH TR0175,131+175,131018,0772.43%+18,077
PACER FDS TR
ARIST HIGH ETF
0113,890+113,89005,3110.71%+5,311
ISHARES TR051,496+51,49604,9660.67%+4,966
INVESCO EXCH TRD SLF IDX FD
INTL DEV DYNAMIC
0136,756+136,75604,6960.63%+4,696
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
074,885+74,88504,4730.60%+4,473
ROUNDHILL ETF TRUST057,684+57,68404,2600.57%+4,260
SCHWAB STRATEGIC TR086,560+86,56004,1650.56%+4,165
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0153,000+153,00003,8070.51%+3,807
ISHARES TR013,895+13,89508,9031.20%+8,903
EA SERIES TRUST
ALPHA ARCH 1-3
066,708+66,70807,8111.05%+7,811
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
024,651+24,65104,1940.56%+4,194
ISHARES TR0120,403+120,40302,6590.36%+2,659
MICRON TECHNOLOGY INC(MU)2,1252,522+3977182,9110.39%+2,193
ISHARES TR091,649+91,64902,0760.28%+2,076
NVIDIA CORPORATION(NVDA)071,605+71,605014,3271.93%+14,327
PROSHARES TR
SHOR S&P 500 NEW
057,642+57,64201,9030.26%+1,903
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
032,294+32,29401,5220.20%+1,522
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
015,226+15,22604,6130.62%+4,613
ADVANCED MICRO DEVICES INC(AMD)03,142+3,14201,8250.25%+1,825
SPDR SERIES TRUST
ST STR P500VAL
018,669+18,66901,1350.15%+1,135
APPLE INC(AAPL)25,01825,797+7796,3497,4651.00%+1,115
CISCO SYS INC(CSCO)25,01240,586+15,5741,9413,0160.41%+1,075
ISHARES TR015,205+15,20503,8350.52%+3,835
AMAZON COM INC(AMZN)19,95525,320+5,3654,1565,0470.68%+892
SPDR SERIES TRUST
ST STR SP600SM C
07,562+7,56208250.11%+825
ISHARES TR046,297+46,29704,7990.64%+4,799
ALPHABET INC(GOOG)010,867+10,86703,8840.52%+3,884
SPDR SERIES TRUST
ST SHOR CORP ETF
025,638+25,63807690.10%+769
SPDR SERIES TRUST
ST STR SP400VAL
07,749+7,74907350.10%+735
BROADCOM INC(AVGO)09,314+9,31403,5190.47%+3,519
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
055,008+55,00803,5120.47%+3,512
SPDR SERIES TRUST
ST STR P500GRW
05,732+5,73206820.09%+682
CROWDSTRIKE HLDGS INC(CRWD)01,774+1,77401,3540.18%+1,354
CATERPILLAR INC(CAT)1,3071,468+1619261,5630.21%+637
ISHARES TR026,503+26,50303,6450.49%+3,645
INVESCO EXCH TRADED FD TR II16,01215,774-2381,8572,4540.33%+598
JPMORGAN CHASE & CO(JPM)019,171+19,17104,6700.63%+4,670
SELECT SECTOR SPDR TR
ST STR ENERG ETF
011,068+11,06805380.07%+538
ASML HLDG NV
N Y REGISTRY SHS
863833-301,1401,6580.22%+518
ELI LILLY & CO(LLY)01,214+1,21401,4560.20%+1,456
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,509+2,50904780.06%+478
PACER FDS TR
US SM CAP CA ETF
09,401+9,40104760.06%+476
SPDR SERIES TRUST
ST STR SP600GRWO
03,960+3,96004720.06%+472
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,9313,051+1209911,4570.20%+467
PALO ALTO NETWORKS INC(PANW)02,513+2,51308570.12%+857
WESTERN DIGITAL CORP(WDC)1,1661,181+153157540.10%+439
LAM RESEARCH CORP(LRCX)1,5891,782+1933407720.10%+433
INTEL CORP(INTC)05,470+5,47004310.06%+431
BLACKROCK ETF TRUST II08,190+8,19004290.06%+429
ALPHABET INC(GOOG)04,635+4,63501,6380.22%+1,638
SPDR SERIES TRUST
ST STR R1K LOWV
02,311+2,31104190.06%+419
INNOVATOR ETFS TRUST
EQUI DEFI SEPT
015,043+15,04304150.06%+415
KLA CORP(KLAC)02,367+2,36707140.10%+714
APPLIED MATLS INC0991+99107170.10%+717
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,673+8,67303610.05%+361
ABBVIE INC(ABBV)07,228+7,22801,8190.24%+1,819
MICROSOFT CORP(MSFT)020,595+20,59506,3920.86%+6,392
CORNING INC(GLW)2,7672,820+533767200.10%+344
ROCKET LAB CORP(RKLB)07,004+7,00406950.09%+695
SPDR SERIES TRUST
ST TERM HIGH ETF
012,953+12,95303240.04%+324
TARGA RES CORP(TRGP)01,132+1,13203040.04%+304
FIRST TR EXCHNG TRADED FD VI
FT VEST MAX DECE
08,990+8,99003030.04%+303
QUANTA SVCS INC1,4561,516+608001,0910.15%+292
TESLA INC(TSLA)02,221+2,22109340.13%+934
CARNIVAL CORP LTD
COMMON SHARES
010,105+10,10502890.04%+289
CALIFORNIA RES CORP(CRC)05,434+5,43402870.04%+287
SANDISK CORP(SNDK)0126+12602860.04%+286
IRIDIUM COMMUNICATIONS INC(IRDM)05,199+5,19902850.04%+285
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
50,39052,664+2,2741,9872,2720.31%+285
ULTRA CLEAN HLDGS INC(UCTT)01,986+1,98602830.04%+283
VENTURE GLOBAL INC(VG)025,202+25,20202800.04%+280
UNITEDHEALTH GROUP INC(UNH)01,263+1,26305250.07%+525
EVERUS CONSTR GROUP(ECG)01,645+1,64502730.04%+273
DEERE & CO(DE)0418+41802650.04%+265
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
09,445+9,44502640.04%+264
FIVE STAR BANCORP(FSBC)05,374+5,37402620.04%+262
NOVO-NORDISK A S(NVO)05,407+5,40702590.03%+259
UNITED MICROELECTRONICS CORP(UMC)15,57614,470-1,1061403940.05%+254
APOLLO COML REAL ESTATE FIN(ARI)023,662+23,66202530.03%+253
ISHARES TR011,187+11,18702500.03%+250
ISHARES TR011,222+11,22202480.03%+248
ISHARES TR
MSCI USA MIN ETF
02,561+2,56102470.03%+247
DELL TECHNOLOGIES INC(DELL)01,132+1,13202400.03%+240
SITIME CORP(SITM)0322+32202400.03%+240
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