Fund Holdings — Commonwealth Financial Services, LLC

Total Portfolio Value
$631.69M
Total Bought
$151.38M
Total Sold
$78.68M
Net Transaction
+$72.70M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
105,145866,349+761,2044,49936,3095.75%+31,810
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
4,049294,031+289,98220214,6462.32%+14,443
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0175,204+175,204011,9631.89%+11,963
ISHARES TR10,783470,930+460,1471,08210,3091.63%+9,226
FIRST TR EXCHANGE-TRADED FD10,783593,138+582,3551,0829,9471.57%+8,864
ISHARES TR10,783460,273+449,4901,0829,6341.53%+8,551
ISHARES TR10,783388,086+377,3031,0828,5881.36%+7,506
ISHARES TR10,783360,859+350,0761,0828,4691.34%+7,387
ISHARES TR10,783351,976+341,1931,0828,1951.30%+7,113
ISHARES TR060,716+60,71603,4480.55%+3,448
EA SERIES TRUST
US QUAN MOMENTUM
278,143305,546+27,40318,16120,8723.30%+2,711
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
725,386784,257+58,87132,14934,1865.41%+2,037
PACER FDS TR
DEVELOPED MRKT
252,238270,129+17,8919,75711,4641.81%+1,708
EXXON MOBIL CORP20,00320,985+9822,4073,5600.56%+1,153
ISHARES TR10,78396,274+85,4911,0822,2100.35%+1,127
ISHARES TR10,78321,780+10,9971,0822,1920.35%+1,110
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
709,775765,621+55,84617,86518,9643.00%+1,099
FIRST TR EXCHANGE-TRADED FD95,165106,231+11,0668,8049,8541.56%+1,050
TAIWAN SEMICONDUCTOR MANUFAC(TSM)02,931+2,93109910.16%+991
FIRST TR EXCHNG TRADED FD VI
FT VEST US
51,31471,527+20,2132,2283,0420.48%+814
INVESCO EXCH TRADED FD TR II10,78316,012+5,2291,0821,8570.29%+774
ISHARES TR
IBONDS 27 ETF
434,627466,908+32,28110,55311,3181.79%+765
STATE STR SPDR S&P 500 ETF T(SPY)72,22076,845+4,62549,24949,9757.91%+727
ISHARES TR
IBDS DEC28 ETF
403,169433,344+30,17510,26310,9771.74%+714
ISHARES TR432,826464,345+31,51910,13010,8011.71%+670
CHEVRON CORPORATION(CVX)6,0877,080+9939281,4650.23%+537
LOCKHEED MARTIN CORP(LMT)4,0314,075+441,9502,4630.39%+513
WALMART INC(WMT)25,03026,386+1,3562,7893,2790.52%+491
ASML HLDG NV
N Y REGISTRY SHS
626863+2376701,1400.18%+470
COSTCO WHOLESALE CORPORATION(COST)2,9943,054+602,5823,0430.48%+461
ISHARES TR37,68340,217+2,53425,81026,2704.16%+460
VANGUARD INDEX FDS1,3032,770+1,4674378890.14%+452
AMERICAN ELEC PWR CO INC19,39819,965+5672,2372,6170.41%+380
CORNING INC(GLW)02,767+2,76703760.06%+376
CITY HLDG CO(CHCO)03,124+3,12403730.06%+373
BLACKROCK ETF TRUST II06,930+6,93003600.06%+360
LAM RESEARCH CORP(LRCX)01,589+1,58903400.05%+340
NETFLIX INC.(NFLX)03,396+3,39603270.05%+327
WESTERN DIGITAL CORP(WDC)01,166+1,16603150.05%+315
EA SERIES TRUST
FREEDOM 100 EM
306,855293,582-13,27315,73216,0442.54%+312
CATERPILLAR INC(CAT)1,0891,307+2186249260.15%+302
APPLE INC(AAPL)22,26825,018+2,7506,0546,3491.01%+296
UNUM GROUP(UNM)04,047+4,04702960.05%+296
RUSH ENTERPRISES INC(RUSHA)04,490+4,49002890.05%+289
ROYAL GOLD INC(RGLD)01,121+1,12102850.05%+285
CISCO SYS INC(CSCO)21,60525,012+3,4071,6641,9410.31%+276
NEWS CORP NEW(NWS)010,655+10,65502660.04%+266
PAN AMERN SILVER CORP(PAAS)04,766+4,76602600.04%+260
GIBRALTAR INDS INC(ROCK)06,512+6,51202600.04%+260
SHORE BANCSHARES INC(SHBI)013,595+13,59502540.04%+254
UNIVERSAL INS HLDGS INC(UVE)07,419+7,41902530.04%+253
UNITIL CORP(UTL)04,835+4,83502530.04%+253
MOOG INC(MOG-A)0862+86202520.04%+252
JANUS HENDERSON GROUP PLC04,874+4,87402500.04%+250
AH RLTY TR INC(AHRT)045,101+45,10102480.04%+248
GE VERNOVA INC(GEV)0284+28402480.04%+248
INTERNATIONAL BANCSHARES COR(IBOC)03,647+3,64702450.04%+245
EXCHANGE TRADED CONCEPTS TRU03,563+3,56302440.04%+244
SHELL PLC(SHEL)02,620+2,62002440.04%+244
RADIAN GROUP INC(RDN)07,361+7,36102440.04%+244
CARRIAGE SVCS INC(CSV)05,332+5,33202430.04%+243
INDEPENDENT BK CORP MICH(IBCP)07,238+7,23802410.04%+241
VORNADO RLTY TR(VNO)09,268+9,26802410.04%+241
KINDER MORGAN INC DEL(KMI)07,154+7,15402400.04%+240
KARMAN HLDGS INC(KRMN)02,996+2,99602400.04%+240
ARCHER DANIELS MIDLAND CO03,241+3,24102360.04%+236
SOUTHERN CO(SO)02,414+2,41402330.04%+233
PFIZER INC(PFE)38,92742,617+3,6909691,1970.19%+227
JBG SMITH PPTYS(JBGS)015,217+15,21702220.04%+222
DARDEN RESTAURANTS INC(DRI)01,117+1,11702190.03%+219
COMCAST CORP NEW(CCZ)07,576+7,57602180.03%+218
AT&T INC(T)37,77239,582+1,8109381,1470.18%+209
MSCI INC(MSCI)0385+38502080.03%+208
TEXAS PACIFIC LAND CORPORATI(TPL)0431+43102050.03%+205
SPDR SERIES TRUST
ST STR P500ETF
84,50891,203+6,6956,7796,9811.11%+201
US FOODS HLDG CORP(USFD)02,170+2,17002000.03%+200
SPDR GOLD TR(GLD)2,9253,148+2231,1591,3550.21%+195
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
011,671+11,67101950.03%+195
VALERO ENERGY CORP(VLO)1,4531,745+2922374310.07%+195
CSX CORP(CSX)26,99128,432+1,4419781,1670.18%+189
RAPID7 INC(RPD)033,465+33,46501840.03%+184
INTERNATIONAL MONEY EXPRESS(IMXI)011,067+11,06701750.03%+175
UNITED BANKSHARES INC WEST V(UBSI)39,52940,787+1,2581,5181,6890.27%+172
MICRON TECHNOLOGY INC(MU)1,9162,125+2095477180.11%+171
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9,4539,679+2264235930.09%+170
QUANTA SVCS INC1,4911,456-356298000.13%+170
FIRST TR EXCHANGE-TRADED FD25,73525,73501,1411,3070.21%+166
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
52,85956,386+3,5272,0802,2420.35%+162
URANIUM ENERGY CORP(UEC)011,975+11,97501620.03%+162
TFS FINL CORP(TFSL)010,909+10,90901530.02%+153
JOHNSON & JOHNSON(JNJ)4,9804,817-1631,0311,1770.19%+147
CANNAE HLDGS INC(CNNE)012,702+12,70201440.02%+144
AMAZON COM INC(AMZN)17,38419,955+2,5714,0134,1560.66%+143
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
48,17350,390+2,2171,8461,9870.31%+141
UNITED MICROELECTRONICS CORP(UMC)015,576+15,57601400.02%+140
ONESPAN INC(OSPN)013,246+13,24601390.02%+139
MARATHON PETE CORP(MPC)1,6721,669-32724080.06%+136
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
12,72116,142+3,4215286630.10%+135
OCTAVE SPECIALTY GROUP INC029,008+29,00801350.02%+135
COCA COLA CO(KO)14,91315,410+4971,0431,1720.19%+129
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Commonwealth Financial Services, LLC — 13F Holdings — Q1 2026 | TickerTrail