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| Commonwealth Financial Services LLC
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| CRD # | 324930 |
| SEC # | 801-127499 |
| CIK # | 0001536755 |
| AUM | 994.7 M (2026-04-02) |
| Employees | 26 (50% Investors, 0% Brokers) |
| Phone | 304-422-3531 |
| Address | 373 Timberline Parkway Vienna, WV 26105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Mon, 20 Jul 2026 | Invesco QQQ $QQQ Holdings Lessened by Commonwealth Financial Services LLC — MarketBeat |
| Mon, 20 Jul 2026 | Commonwealth Financial Services LLC Boosts Position in Cisco Systems, Inc. $CSCO — MarketBeat |
| Mon, 20 Jul 2026 | 2,931 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Commonwealth Financial Services LLC — MarketBeat |
| Mon, 11 May 2026 | Commonwealth Financial Services Adds to First Trust Smith Opportunistic Fixed Income ETF, According to Recent SEC Filing — The Motley Fool |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.3 | ||
| Apple Inc | 7.5 | ||
| Microsoft Corp | 6.4 | ||
| Amazon Com Inc | 5.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,990 | 498.5 |
| (b) Individuals (high net worth individuals) | 226 | 471.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 4.4 |
| (h) Charitable organizations | 9 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 12.0 |
| (n) Other | 9 | 6.6 |
| Total | 5,003 | 994.7 |
| By Discretionary | ||
| Discretionary | 4,792 | 977.2 |
| Non-Discretionary | 211 | 17.6 |
| Total | 5,003 | 994.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 994.7 | |
| Total | 5,003 | 994.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001536755] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail, Research |
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