Fund Holdings

Commonwealth Financial Services, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI0866,349+866,349036,308,6875.75%+36,308,687
FIRST TR EXCHANGE-TRADED FD0294,031+294,031014,645,7072.32%+14,645,707
FIRST TR EXCHANGE TRADED FD0175,204+175,204011,962,9421.89%+11,962,942
ISHARES TR060,716+60,71603,448,0620.55%+3,448,062
EA SERIES TRUST0305,546+305,546020,871,8273.30%+20,871,827
FIRST TR EXCHNG TRADED FD VI0784,257+784,257034,185,7645.41%+34,185,764
INVESCO EXCH TRADED FD TR II016,012+16,01201,856,5380.29%+1,856,538
PACER FDS TR0270,129+270,129011,464,2881.81%+11,464,288
EXXON MOBIL CORP(XOM)020,985+20,98503,560,3930.56%+3,560,393
ISHARES TR021,780+21,78002,192,4100.35%+2,192,410
FIRST TR EXCHNG TRADED FD VI0765,621+765,621018,964,4273.00%+18,964,427
FIRST TR EXCHANGE-TRADED FD0106,231+106,23109,854,0241.56%+9,854,024
TAIWAN SEMICONDUCTOR MANUFAC(TSM)02,931+2,9310990,5490.16%+990,549
FIRST TR EXCHNG TRADED FD VI071,527+71,52703,042,0430.48%+3,042,043
ISHARES TR0466,908+466,908011,317,8421.79%+11,317,842
STATE STR SPDR S&P 500 ETF T(SPY)076,845+76,845049,975,3707.91%+49,975,370
ISHARES TR0433,344+433,344010,976,6071.74%+10,976,607
FIRST TR EXCHANGE-TRADED FD0593,138+593,13809,946,9241.57%+9,946,924
ISHARES TR0464,345+464,345010,800,6721.71%+10,800,672
ISHARES TR0470,930+470,930010,308,6541.63%+10,308,654
ISHARES TR0460,273+460,27309,633,5091.53%+9,633,509
CHEVRON CORPORATION(CVX)07,080+7,08001,464,9520.23%+1,464,952
LOCKHEED MARTIN CORP(LMT)04,075+4,07502,462,8890.39%+2,462,889
ISHARES TR0388,086+388,08608,588,3401.36%+8,588,340
WALMART INC(WMT)026,386+26,38603,279,2820.52%+3,279,282
ASML HLDG NV0863+86301,140,2580.18%+1,140,258
COSTCO WHOLESALE CORPORATION(COST)03,054+3,05403,043,3930.48%+3,043,393
ISHARES TR040,217+40,217026,270,1994.16%+26,270,199
VANGUARD INDEX FDS02,770+2,7700888,6580.14%+888,658
ISHARES TR0360,859+360,85908,469,3571.34%+8,469,357
ISHARES TR0351,976+351,97608,195,0591.30%+8,195,059
AMERICAN ELEC PWR CO INC019,965+19,96502,617,0220.41%+2,617,022
CORNING INC(GLW)02,767+2,7670376,2290.06%+376,229
CITY HLDG CO(CHCO)03,124+3,1240373,3800.06%+373,380
BLACKROCK ETF TRUST II06,930+6,9300359,8550.06%+359,855
LAM RESEARCH CORP(LRCX)01,589+1,5890339,5240.05%+339,524
NETFLIX INC.(NFLX)03,396+3,3960326,5250.05%+326,525
WESTERN DIGITAL CORP(WDC)01,166+1,1660315,3910.05%+315,391
EA SERIES TRUST0293,582+293,582016,044,2622.54%+16,044,262
CATERPILLAR INC(CAT)01,307+1,3070925,7430.15%+925,743
APPLE INC(AAPL)025,018+25,01806,349,3071.01%+6,349,307
UNUM GROUP(UNM)04,047+4,0470295,5520.05%+295,552
RUSH ENTERPRISES INC(RUSHA)04,490+4,4900288,9320.05%+288,932
ROYAL GOLD INC(RGLD)01,121+1,1210285,2830.05%+285,283
CARNIVAL CORP011,000+11,0000284,6800.05%+284,680
CISCO SYS INC(CSCO)025,012+25,01201,940,6580.31%+1,940,658
NEWS CORP NEW(NWS)010,655+10,6550265,6290.04%+265,629
PAN AMERN SILVER CORP(PAAS)04,766+4,7660260,3670.04%+260,367
GIBRALTAR INDS INC(ROCK)06,512+6,5120259,6330.04%+259,633
SHORE BANCSHARES INC013,595+13,5950253,9550.04%+253,955
UNIVERSAL INS HLDGS INC(UVE)07,419+7,4190253,4330.04%+253,433
UNITIL CORP(UTL)04,835+4,8350252,5800.04%+252,580
MOOG INC(MOG-A)0862+8620252,2560.04%+252,256
JANUS HENDERSON GROUP PLC(JHG)04,874+4,8740250,3770.04%+250,377
AH RLTY TR INC045,101+45,1010248,0560.04%+248,056
GE VERNOVA INC(GEV)0284+2840247,9040.04%+247,904
INTERNATIONAL BANCSHARES COR(IBOC)03,647+3,6470245,4070.04%+245,407
EXCHANGE TRADED CONCEPTS TRU03,563+3,5630243,8160.04%+243,816
SHELL PLC(SHEL)02,620+2,6200243,6600.04%+243,660
RADIAN GROUP INC(RDN)07,361+7,3610243,5020.04%+243,502
CARRIAGE SVCS INC05,332+5,3320243,4590.04%+243,459
INDEPENDENT BK CORP MICH07,238+7,2380241,0250.04%+241,025
VORNADO RLTY TR(VNO)09,268+9,2680240,8750.04%+240,875
KINDER MORGAN INC DEL(KMI)07,154+7,1540239,8740.04%+239,874
KARMAN HLDGS INC(KRMN)02,996+2,9960239,8300.04%+239,830
ARCHER DANIELS MIDLAND CO03,241+3,2410235,6070.04%+235,607
SOUTHERN CO(SO)02,414+2,4140232,9990.04%+232,999
PFIZER INC(PFE)042,617+42,61701,196,6960.19%+1,196,696
JBG SMITH PPTYS(JBGS)015,217+15,2170222,3200.04%+222,320
DARDEN RESTAURANTS INC(DRI)01,117+1,1170218,9770.03%+218,977
COMCAST CORP NEW(CCZ)07,576+7,5760217,5160.03%+217,516
AT&T INC(T)039,582+39,58201,147,4750.18%+1,147,475
MSCI INC(MSCI)0385+3850207,6270.03%+207,627
TEXAS PACIFIC LAND CORPORATI(TPL)0431+4310204,5350.03%+204,535
SPDR SERIES TRUST091,203+91,20306,980,7151.11%+6,980,715
US FOODS HLDG CORP(USFD)02,170+2,1700200,0960.03%+200,096
SPDR GOLD TR(GLD)03,148+3,14801,354,5530.21%+1,354,553
INVESCO EXCH TRD SLF IDX FD011,671+11,6710195,1290.03%+195,129
VALERO ENERGY CORP(VLO)01,745+1,7450431,1310.07%+431,131
CSX CORP(CSX)028,432+28,43201,167,1180.18%+1,167,118
RAPID7 INC033,465+33,4650184,3920.03%+184,392
INTERNATIONAL MONEY EXPRESS011,067+11,0670174,8590.03%+174,859
UNITED BANKSHARES INC WEST V(UBSI)040,787+40,78701,689,4150.27%+1,689,415
MICRON TECHNOLOGY INC(MU)02,125+2,1250717,9000.11%+717,900
SELECT SECTOR SPDR TR09,679+9,6790592,9310.09%+592,931
QUANTA SVCS INC01,456+1,4560799,6430.13%+799,643
FIRST TR EXCHANGE-TRADED FD025,735+25,73501,307,3220.21%+1,307,322
FIRST TR EXCHNG TRADED FD VI056,386+56,38602,242,1550.35%+2,242,155
URANIUM ENERGY CORP(UEC)011,975+11,9750161,6630.03%+161,663
TFS FINL CORP(TFSL)010,909+10,9090153,2710.02%+153,271
JOHNSON & JOHNSON(JNJ)04,817+4,81701,177,3950.19%+1,177,395
CANNAE HLDGS INC012,702+12,7020144,4220.02%+144,422
AMAZON COM INC(AMZN)019,955+19,95504,155,9620.66%+4,155,962
FIRST TR EXCHANGE TRADED FD050,390+50,39001,986,8900.31%+1,986,890
UNITED MICROELECTRONICS CORP(UMC)015,576+15,5760139,8720.02%+139,872
ONESPAN INC013,246+13,2460139,4800.02%+139,480
MARATHON PETE CORP(MPC)01,669+1,6690407,5360.06%+407,536
FIRST TR EXCHNG TRADED FD VI016,142+16,1420663,2750.10%+663,275
OCTAVE SPECIALTY GROUP INC029,008+29,0080134,8870.02%+134,887
COCA COLA CO(KO)015,410+15,41001,171,9510.19%+1,171,951
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