Commonwealth Financial Services, LLC
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.9ptsvs SPY
Invested
$631.7M
Holdings
277
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
7.9%
02
$GJAN
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
5.7%
03
$FIXD
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
5.4%
04
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
4.8%
05
$IVV
ISHARES TR
Held since at least Q1 2024
4.2%
06
$QMOM
EA SERIES TRUST
Held since at least Q1 2024
3.3%
07
$UCON
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
3.0%
08
$TLH
ISHARES TR
Held since at least Q1 2024
2.6%
09
$FRDM
EA SERIES TRUST
Held since at least Q1 2024
2.5%
10
$LMBS
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:12 UTC.