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Commonwealth Financial Services, LLC
Commonwealth Financial Services, LLC is an independent Registered Investment Adviser (RIA) headquartered in Wheeling, West Virginia. Founded in 2010, the firm provides a range of financial services including asset management, retirement planning, third-party advisory services, and financial planning. It serves both individual and institutional clients, with a strong presence throughout West Virginia and the surrounding region. The team consists of experienced advisors focused on personalized financial guidance to help clients achieve their goals.
Investment Strategy
Commonwealth Financial Services, LLC employs a holistic, client-centric approach to investment management. The firm offers both discretionary and non-discretionary asset management services, utilizing a strategic asset allocation method tailored to clients’ financial circumstances, time horizon, and risk tolerance. CFS’s investment philosophy emphasizes diversification and long-term growth, integrating financial planning with portfolio construction, and frequently leveraging third-party strategies. The firm serves retail investors, businesses, and retirement plans, focusing on financial planning and consistent monitoring and review of investment portfolios.
Latest 13F Filing Activity
Commonwealth Financial Services, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 225 equity positions and 2 options positions with a total 13F market value of $584M. The fund increased holdings in SPDR S&P 500 Etf TR, Ishares TR, Fidelity Comwlth TR among other positions. Commonwealth Financial Services, LLC reduced exposure to Invesco Exch Traded FD TR II, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (225)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 8.05% | $47.0M | 70,616 | $478.71 | $666.18 | +$7.0M |
Q QQQ | INVESCO QQQ TR | 5.72% | $33.4M | 55,639 | $406.65 | $600.37 | +$3.7M |
F FIXD | FIRST TR EXCHNG TRADED FD VI | 5.44% | $31.8M | 715,827 | $43.03 | $44.42 | +$749.0K |
I IVV | ISHARES TR | 4.22% | $24.6M | 36,815 | $477.20 | $669.30 | +$6.3M |
M MGOV | FIRST TR EXCHANGE-TRADED FD | 3.62% | $21.1M | 1,032,853 | $20.86 | $20.47 | +$505.3K |
Options Positions (2)
Industry Allocation
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