Commonwealth Financial Services, LLC

CIK 0001536755 • 7 13F filings • May 9, 2025 – Oct 20, 2026

Import this data to Google Sheets with:

=jivedata("commonwealth-financial-services-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $488.3M192 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$338K	0.1%	2,304 SH
ABBOTT LABS	COM	$517K	0.1%	3,897 SH
ABBVIE INC	COM	$1.3M	0.3%	6,227 SH
ADOBE INC	COM	$263K	0.1%	687 SH
ALLISON TRANSMISSION HLDGS I	COM	$268K	0.1%	2,800 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.3%	8,686 SH
ALPHABET INC	CAP STK CL C	$523K	0.1%	3,350 SH
ALPS ETF TR	SECTR DIV DOGS	$300K	0.1%	5,170 SH
AMAZON COM INC	COM	$3.0M	0.6%	16,008 SH
AMERICAN ELEC PWR CO INC	COM	$2.0M	0.4%	18,304 SH
AMERICAN TOWER CORP NEW	COM	$217K	0.0%	997 SH
AMGEN INC	COM	$615K	0.1%	1,975 SH
APPLE INC	COM	$5.0M	1.0%	22,382 SH
ARK ETF TR	FINTECH INNOVA	$3.4M	0.7%	101,941 SH
ARK ETF TR	INNOVATION ETF	$1.3M	0.3%	27,314 SH
ASML HOLDING N V	N Y REGISTRY SHS	$264K	0.1%	399 SH
AT&T INC	COM	$988K	0.2%	34,920 SH
AUTOMATIC DATA PROCESSING IN	COM	$399K	0.1%	1,307 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.2%	2,015 SH
BRISTOL-MYERS SQUIBB CO	COM	$431K	0.1%	7,072 SH
BROADCOM INC	COM	$1.3M	0.3%	8,037 SH
BUILDERS FIRSTSOURCE INC	COM	$684K	0.1%	5,476 SH
CARNIVAL CORP	UNIT 99/99/9999	$206K	0.0%	10,549 SH
CATERPILLAR INC	COM	$320K	0.1%	969 SH
CHEVRON CORP NEW	COM	$740K	0.2%	4,424 SH
CISCO SYS INC	COM	$1.3M	0.3%	39,387 SH
COCA COLA CO	COM	$811K	0.2%	11,318 SH
COLGATE PALMOLIVE CO	COM	$205K	0.0%	2,192 SH
COMCAST CORP NEW	CL A	$213K	0.0%	5,785 SH
COSTCO WHSL CORP NEW	COM	$2.9M	0.6%	3,031 SH
CROWDSTRIKE HLDGS INC	CL A	$484K	0.1%	1,373 SH
CSX CORP	COM	$765K	0.2%	26,001 SH
DOMINION ENERGY INC	COM	$236K	0.0%	4,217 SH
DUKE ENERGY CORP NEW	COM NEW	$403K	0.1%	3,301 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$3.6M	0.7%	32,729 SH
EA SERIES TRUST	FREEDOM 100 EM	$9.0M	1.8%	257,580 SH
EA SERIES TRUST	US QUAN MOMENTUM	$11.9M	2.4%	201,053 SH
EASTGROUP PPTYS INC	COM	$472K	0.1%	2,680 SH
EATON CORP PLC	SHS	$319K	0.1%	1,175 SH
ELI LILLY & CO	COM	$750K	0.2%	908 SH
EXXON MOBIL CORP	COM	$2.2M	0.5%	18,782 SH
FASTENAL CO	COM	$294K	0.1%	3,785 SH
FEDEX CORP	COM	$245K	0.1%	1,005 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$6.6M	1.3%	96,804 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$216K	0.0%	3,156 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$6.1M	1.3%	68,388 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$7.1M	1.4%	143,657 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE GOV	$21.4M	4.4%	1,055,457 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$849K	0.2%	25,338 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$250K	0.1%	2,483 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$3.3M	0.7%	87,451 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$2.0M	0.4%	52,363 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$2.0M	0.4%	53,739 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$11.1M	2.3%	281,715 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$5.8M	1.2%	201,810 SH
FIRST TR EXCHNG TRADED FD VI	TCW OPPORTUNIS	$31.9M	6.5%	727,360 SH
FIRST TR EXCHNG TRADED FD VI	TCW UNCONSTRAI	$17.7M	3.6%	714,275 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$1.1M	0.2%	26,467 SH
FIRST TR VALUE LINE DIVID IN	SHS	$258K	0.1%	5,785 SH
FIRSTENERGY CORP	COM	$237K	0.0%	5,869 SH
FRANKLIN TEMPLETON ETF TR	MUNICIPAL GRN BD	$653K	0.1%	27,776 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.1M	0.2%	10,399 SH
GOLDMAN SACHS GROUP INC	COM	$238K	0.0%	436 SH
HOME DEPOT INC	COM	$669K	0.1%	1,826 SH
ILLINOIS TOOL WKS INC	COM	$362K	0.1%	1,458 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$706K	0.1%	28,439 SH
INTERCONTINENTAL EXCHANGE IN	COM	$360K	0.1%	2,089 SH
INTERNATIONAL BUSINESS MACHS	COM	$646K	0.1%	2,598 SH
INTUITIVE SURGICAL INC	COM NEW	$279K	0.1%	564 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.9M	0.6%	15,020 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$406K	0.1%	6,585 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$1.1M	0.2%	9,264 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP400 PR	$989K	0.2%	22,571 SH
INVESCO EXCHANGE TRADED FD T	S&P SML600 GWT	$304K	0.1%	6,492 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$5.2M	1.1%	137,114 SH
INVESCO QQQ TR	UNIT SER 1	$26.3M	5.4%	56,005 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$578K	0.1%	12,351 SH
ISHARES GOLD TR	ISHARES NEW	$224K	0.0%	3,795 SH
ISHARES TR	0-3 MNTH TREASRY	$1.9M	0.4%	18,554 SH
ISHARES TR	0-5YR HI YL CP	$367K	0.1%	8,631 SH
ISHARES TR	CORE 1 5 YR USD	$943K	0.2%	19,506 SH
ISHARES TR	CORE DIV GRWTH	$1.1M	0.2%	17,156 SH
ISHARES TR	CORE S&P SCP ETF	$796K	0.2%	7,608 SH
ISHARES TR	CORE S&P TTL STK	$227K	0.0%	1,861 SH
ISHARES TR	CORE S&P500 ETF	$20.3M	4.2%	36,075 SH
ISHARES TR	EAFE GRWTH ETF	$6.1M	1.2%	60,595 SH
ISHARES TR	IBDS DEC28 ETF	$9.3M	1.9%	368,813 SH
ISHARES TR	IBONDS 2026 TERM	$2.8M	0.6%	121,652 SH
ISHARES TR	IBONDS 2027 TERM	$7.6M	1.6%	341,810 SH
ISHARES TR	IBONDS 25 TRM HG	$3.5M	0.7%	152,484 SH
ISHARES TR	IBONDS 27 ETF	$9.3M	1.9%	386,537 SH
ISHARES TR	IBONDS 28 TR HI	$7.5M	1.5%	318,926 SH
ISHARES TR	IBONDS 29 TR HI	$7.1M	1.5%	305,633 SH
ISHARES TR	IBONDS DEC 2030	$9.0M	1.8%	413,334 SH
ISHARES TR	IBONDS DEC 2031	$8.6M	1.8%	414,122 SH
ISHARES TR	IBONDS DEC 25	$364K	0.1%	13,616 SH
ISHARES TR	IBONDS DEC 26	$360K	0.1%	14,095 SH
ISHARES TR	IBONDS DEC 27	$270K	0.1%	10,691 SH
ISHARES TR	IBONDS DEC 28	$269K	0.1%	10,626 SH
ISHARES TR	IBONDS DEC 29	$9.3M	1.9%	402,169 SH
ISHARES TR	IBONDS DEC2026	$1.3M	0.3%	51,784 SH
ISHARES TR	IBONDS DEC25 ETF	$736K	0.2%	29,268 SH
ISHARES TR	INTL SEL DIV ETF	$1.7M	0.4%	55,330 SH
ISHARES TR	MORNINGSTR US EQ	$1.1M	0.2%	14,647 SH
ISHARES TR	MSCI EAFE ETF	$3.6M	0.7%	44,491 SH
ISHARES TR	MSCI INTL VLU FT	$898K	0.2%	29,642 SH
ISHARES TR	MSCI USA MIN VOL	$236K	0.0%	2,524 SH
ISHARES TR	MSCI USA QLT FCT	$6.1M	1.3%	35,747 SH
ISHARES TR	NATIONAL MUN ETF	$443K	0.1%	4,203 SH
ISHARES TR	RUS MD CP GR ETF	$1.8M	0.4%	15,360 SH
ISHARES TR	RUSSELL 2000 ETF	$6.7M	1.4%	33,668 SH
ISHARES TR	S&P 500 GRWT ETF	$11.3M	2.3%	121,418 SH
ISHARES TR	S&P 500 VAL ETF	$1.6M	0.3%	8,587 SH
ISHARES TR	SELECT DIVID ETF	$341K	0.1%	2,536 SH
ISHARES TR	U.S. FINLS ETF	$502K	0.1%	4,451 SH
ISHARES TR	U.S. TECH ETF	$2.2M	0.5%	15,984 SH
ISHARES TR	US INDUSTRIALS	$320K	0.1%	2,455 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$6.6M	1.3%	103,246 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$732K	0.1%	14,636 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$742K	0.2%	14,594 SH
JOHNSON & JOHNSON	COM	$819K	0.2%	4,937 SH
JPMORGAN CHASE & CO.	COM	$4.1M	0.8%	16,879 SH
LOCKHEED MARTIN CORP	COM	$1.8M	0.4%	4,094 SH
LOWES COS INC	COM	$575K	0.1%	2,466 SH
MASTERCARD INCORPORATED	CL A	$623K	0.1%	1,136 SH
MCDONALDS CORP	COM	$527K	0.1%	1,688 SH
MERCK & CO INC	COM	$535K	0.1%	5,963 SH
META PLATFORMS INC	CL A	$1.7M	0.3%	2,912 SH
MFS INTER INCOME TR	SH BEN INT	$32K	0.0%	12,000 SH
MFS MULTIMARKET INCOME TR	SH BEN INT	$121K	0.0%	26,100 SH
MFS MUN INCOME TR	SH BEN INT	$53K	0.0%	10,000 SH
MICROSOFT CORP	COM	$8.4M	1.7%	33,515 SH
NETFLIX INC	COM	$220K	0.0%	236 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$137K	0.0%	11,164 SH
NVIDIA CORPORATION	COM	$6.9M	1.4%	63,676 SH
ORACLE CORP	COM	$368K	0.1%	2,631 SH
PACER FDS TR	DEVELOPED MRKT	$6.2M	1.3%	195,858 SH
PACER FDS TR	US CASH COWS 100	$8.3M	1.7%	151,829 SH
PACER FDS TR	US SMALL CAP CAS	$430K	0.1%	11,464 SH
PALANTIR TECHNOLOGIES INC	CL A	$379K	0.1%	4,489 SH
PALO ALTO NETWORKS INC	COM	$289K	0.1%	1,692 SH
PAYCHEX INC	COM	$348K	0.1%	2,259 SH
PEOPLES BANCORP INC	COM	$754K	0.2%	25,430 SH
PEPSICO INC	COM	$640K	0.1%	4,271 SH
PFIZER INC	COM	$875K	0.2%	34,514 SH
PHILIP MORRIS INTL INC	COM	$434K	0.1%	2,732 SH
PHILLIPS 66	COM	$244K	0.1%	1,979 SH
PPG INDS INC	COM	$1.6M	0.3%	15,005 SH
PROCTER AND GAMBLE CO	COM	$2.5M	0.5%	14,803 SH
PROSHARES TR	LARGE CAP CRE	$369K	0.1%	5,786 SH
PUBLIC STORAGE OPER CO	COM	$251K	0.1%	839 SH
PUTNAM PREMIER INCOME TR	SH BEN INT	$145K	0.0%	40,190 SH
QUANTA SVCS INC	COM	$303K	0.1%	1,193 SH
QUEST DIAGNOSTICS INC	COM	$355K	0.1%	2,100 SH
ROYAL CARIBBEAN GROUP	COM	$273K	0.1%	1,327 SH
RTX CORPORATION	COM	$211K	0.0%	1,592 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$273K	0.1%	9,778 SH
SELECT SECTOR SPDR TR	ENERGY	$224K	0.0%	2,396 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$242K	0.0%	2,958 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$542K	0.1%	2,627 SH
SMUCKER J M CO	COM NEW	$305K	0.1%	2,577 SH
SOUTHERN CO	COM	$201K	0.0%	2,181 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$256K	0.1%	609 SH
SPDR GOLD TR	GOLD SHS	$781K	0.2%	2,710 SH
SPDR S&P 500 ETF TR	TR UNIT	$35.9M	7.4%	64,202 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$478K	0.1%	895 SH
SPDR SER TR	PORTFOLIO S&P500	$3.7M	0.8%	56,679 SH
SPDR SER TR	PRTFLO S&P500 GW	$482K	0.1%	5,996 SH
SPDR SER TR	PRTFLO S&P500 VL	$1.4M	0.3%	27,813 SH
SPDR SER TR	S&P 400 MDCP VAL	$900K	0.2%	11,677 SH
SPDR SER TR	S&P 600 SMCP GRW	$430K	0.1%	5,180 SH
SPDR SER TR	S&P 600 SMCP VAL	$690K	0.1%	8,803 SH
SPDR SER TR	SSGA US LRG ETF	$402K	0.1%	2,311 SH
STARBUCKS CORP	COM	$274K	0.1%	2,789 SH
TESLA INC	COM	$238K	0.0%	918 SH
UNION PAC CORP	COM	$334K	0.1%	1,414 SH
UNITED BANCORP INC OHIO	COM	$1.1M	0.2%	82,462 SH
UNITED BANKSHARES INC WEST V	COM	$289K	0.1%	8,345 SH
UNITED RENTALS INC	COM	$204K	0.0%	326 SH
UNITEDHEALTH GROUP INC	COM	$522K	0.1%	996 SH
VALERO ENERGY CORP	COM	$205K	0.0%	1,549 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$420K	0.1%	4,769 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$344K	0.1%	1,253 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$214K	0.0%	3,046 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$233K	0.0%	1,202 SH
VANGUARD WORLD FD	INF TECH ETF	$295K	0.1%	544 SH
VERIZON COMMUNICATIONS INC	COM	$436K	0.1%	9,617 SH
VERTEX PHARMACEUTICALS INC	COM	$226K	0.0%	465 SH
VISA INC	COM CL A	$971K	0.2%	2,770 SH
WALMART INC	COM	$2.2M	0.4%	36,940 SH
WASTE MGMT INC DEL	COM	$294K	0.1%	1,272 SH
WESBANCO INC	COM	$320K	0.1%	10,344 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001536755-26-000011	—	View
Feb 6, 2026	Q4 2025	13F-HR	0001536755-26-000003	$606.3M	View
Oct 21, 2025	Q3 2025