Commonwealth Retirement Investments LLC

RICHMOND, VA · CIK 1963787 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindasset owner
Others nearbyRichmond, VA

$368.4m reported value +14.2% vs Q1 2026

417positions

34.2%in top 10

299 new 51 added 51 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROADCOM INC COM AVGO	AVGO	72,778	$27.5m7.46%	7.46%	Added +10.2k	+10,237 16.4%
2	ABBVIE INC COM ABBV	ABBV	56,009	$14.1m3.83%	3.83%	Added +1.9k	+1,938 3.6%
3	JOHNSON & JOHNSON COM JNJ	JNJ	51,914	$13.2m3.58%	3.58%	Added +11.1k	+11,081 27.1%
4	MICROSOFT CORP COM MSFT	MSFT	34,705	$12.9m3.51%	3.51%	Added +5.7k	+5,727 19.8%
5	MERCK & CO INC COM MRK	MRK	83,307	$10.7m2.91%	2.91%	Reduced -10.6k	-10,599 -11.3%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	13,227	$9.9m2.69%	2.69%	Added +916	+916 7.4%
7	PROCTER AND GAMBLE CO COM PG	PG	66,714	$9.8m2.66%	2.66%	Added +52.0k	+51,978 352.7%
8	HOME DEPOT INC COM HD	HD	27,329	$9.6m2.62%	2.62%	Added +2.3k	+2,260 9.0%
9	CHEVRON CORP NEW COM CVX	CVX	57,873	$9.6m2.60%	2.60%	Added +8.2k	+8,200 16.5%
10	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	116,970	$8.6m2.33%	2.33%	Added +6.0k	+6,001 5.4%
11	LAM RESEARCH CORP COM NEW LRCX	LRCX	19,357	$8.4m2.28%	2.28%	Reduced -12.4k	-12,389 -39.0%
12	PEPSICO INC COM PEP	PEP	56,569	$7.7m2.08%	2.08%	Reduced -2.4k	-2,382 -4.0%
13	JPMORGAN CHASE & CO COM JPM	JPM	23,201	$7.6m2.06%	2.06%	Reduced -14.0k	-14,001 -37.6%
14	LOCKHEED MARTIN CORP COM LMT	LMT	14,755	$7.5m2.04%	2.04%	Reduced -1.4k	-1,364 -8.5%
15	MORGAN STANLEY COM NEW MS	MS	35,181	$7.4m2.00%	2.00%	New
16	ALTRIA GROUP INC COM MO	MO	96,961	$7.0m1.89%	1.89%	Reduced -22.7k	-22,724 -19.0%
17	UNITEDHEALTH GROUP INC COM UNH	UNH	15,970	$6.6m1.80%	1.80%	Added +5.5k	+5,478 52.2%
18	CISCO SYS INC COM CSCO	CSCO	55,605	$6.5m1.77%	1.77%	Reduced -252	-252 -0.5%
19	VISA INC COM CL A V	V	17,747	$6.1m1.65%	1.65%	Reduced -2.5k	-2,529 -12.5%
20	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	113,351	$5.6m1.52%	1.52%	Reduced -34.8k	-34,815 -23.5%
21	APPLIED MATLS INC COM AMAT	AMAT	7,423	$5.4m1.46%	1.46%	Reduced -9.8k	-9,834 -57.0%
22	ISHARES TR S&P 500 GRWT ETF IVW	IVW	37,688	$5.2m1.41%	1.41%	Added +2.4k	+2,427 6.9%
23	ISHARES TR S&P 500 VAL ETF IVE	IVE	22,609	$5.1m1.39%	1.39%	Added +1.4k	+1,370 6.5%
24	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	73,637	$5.0m1.36%	1.36%	Added +6.4k	+6,383 9.5%
25	ISHARES INC CORE MSCI EMKT IEMG	IEMG	56,585	$4.7m1.27%	1.27%	Added +4.3k	+4,255 8.1%
26	HP INC COM HPQ	HPQ	204,084	$4.5m1.22%	1.22%	Added +147.7k	+147,686 261.9%
27	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	32,750	$4.5m1.22%	1.22%	New
28	MASTERCARD INCORPORATED CL A MA	MA	8,379	$4.3m1.17%	1.17%	Added +494	+494 6.3%
29	ALLSTATE CORP COM ALL	ALL	16,679	$4.0m1.08%	1.08%	Added +950	+950 6.0%
30	METLIFE INC COM MET	MET	46,359	$3.9m1.06%	1.06%	Added +18.2k	+18,191 64.6%
31	ISHARES TR EAFE VALUE ETF EFV	EFV	46,489	$3.6m0.97%	0.97%	Added +3.8k	+3,827 9.0%
32	COMCAST CORP NEW CL A CMCSA	CMCSA	144,895	$3.6m0.97%	0.97%	New
33	APPLE INC COM AAPL	AAPL	12,119	$3.5m0.95%	0.95%	Added +1	+1 0.0%
34	NVIDIA CORPORATION COM NVDA	NVDA	16,830	$3.4m0.91%	0.91%	Added +14.2k	+14,234 548.3%
35	REGIONS FINANCIAL CORP NEW COM RF	RF	111,131	$3.4m0.91%	0.91%	Added +51.0k	+50,992 84.8%
36	AFLAC INC COM AFL	AFL	27,381	$3.2m0.87%	0.87%	Added +14.1k	+14,146 106.9%
37	KLA CORP COM NEW KLAC	KLAC	9,955	$3.0m0.82%	0.82%	Reduced -25	-25 -0.2%
38	CONOCOPHILLIPS COM COP	COP	28,687	$3.0m0.81%	0.81%	Added +12.0k	+12,002 71.9%
39	MARSH & MCLENNAN COS INC COM MRSH	MRSH	17,770	$3.0m0.80%	0.80%	New
40	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	55,411	$2.9m0.79%	0.79%	Added +2.2k	+2,230 4.2%
41	INTUIT COM INTU	INTU	10,533	$2.7m0.75%	0.75%	New
42	AMGEN INC COM AMGN	AMGN	7,243	$2.6m0.71%	0.71%	Reduced -4.5k	-4,524 -38.5%
43	PRICE T ROWE GROUP INC COM TROW	TROW	22,878	$2.6m0.71%	0.71%	Reduced -11.6k	-11,620 -33.7%
44	ISHARES TR MSCI USA MMENTM MTUM	MTUM	7,306	$2.5m0.68%	0.68%	Added +285	+285 4.1%
45	ISHARES TR EAFE GRWTH ETF EFG	EFG	19,734	$2.5m0.67%	0.67%	Added +1.8k	+1,762 9.8%
46	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	54,861	$2.4m0.64%	0.64%	Added +3.4k	+3,408 6.6%
47	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	10,637	$2.3m0.63%	0.63%	Added +671	+671 6.7%
48	BEST BUY INC COM BBY	BBY	30,208	$2.3m0.62%	0.62%	Added +1.9k	+1,887 6.7%
49	TJX COS INC NEW COM TJX	TJX	13,736	$2.1m0.56%	0.56%	Reduced -9.1k	-9,093 -39.8%
50	PGIM ETF TR ULTR SHO MUN ETF PUSH	PUSH	40,429	$2.0m0.55%	0.55%	Added +20.1k	+20,056 98.4%
51	PRUDENTIAL FINL INC COM PRU	PRU	18,868	$2.0m0.55%	0.55%	Added +1.5k	+1,469 8.4%
52	COSTCO WHSL CORP NEW COM COST	COST	2,171	$2.0m0.55%	0.55%	Reduced -25	-25 -1.1%
53	TRACTOR SUPPLY CO COM TSCO	TSCO	62,320	$2.0m0.53%	0.53%	Added +1.3k	+1,304 2.1%
54	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	8,577	$1.9m0.52%	0.52%	Added +133	+133 1.6%
55	PAYCHEX INC COM PAYX	PAYX	18,108	$1.8m0.48%	0.48%	Added +4.6k	+4,624 34.3%
56	DARDEN RESTAURANTS INC COM DRI	DRI	8,548	$1.8m0.48%	0.48%	Added +604	+604 7.6%
57	TRAVELERS COMPANIES INC COM TRV	TRV	5,301	$1.7m0.48%	0.48%	Added +243	+243 4.8%
58	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	15,545	$1.7m0.45%	0.45%	Reduced -1.4k	-1,378 -8.1%
59	EOG RES INC COM EOG	EOG	12,478	$1.6m0.44%	0.44%	Added +438	+438 3.6%
60	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	30,826	$1.6m0.42%	0.42%	Added +2.0k	+1,979 6.9%
61	AMPHENOL CORP CL A APH	APH	8,372	$1.5m0.40%	0.40%	New
62	GE AEROSPACE COM NEW GE	GE	3,917	$1.5m0.40%	0.40%	New
63	BANK NEW YORK MELLON CORP COM BNY	BNY	9,998	$1.4m0.39%	0.39%	Reduced -105	-105 -1.0%
64	CINTAS CORP COM CTAS	CTAS	8,456	$1.4m0.39%	0.39%	Added +2.1k	+2,101 33.1%
65	MARATHON PETE CORP COM MPC	MPC	5,468	$1.4m0.38%	0.38%	New
66	ANALOG DEVICES INC COM ADI	ADI	3,434	$1.4m0.37%	0.37%	Unchanged
67	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	41,639	$1.3m0.36%	0.36%	Added +2.8k	+2,755 7.1%
68	WASTE MGMT INC DEL COM WM	WM	5,891	$1.3m0.36%	0.36%	Reduced -17	-17 -0.3%
69	DIAMONDBACK ENERGY INC COM FANG	FANG	7,275	$1.3m0.35%	0.35%	New
70	UNITED PARCEL SERVICE INC CL B UPS	UPS	11,864	$1.3m0.35%	0.35%	Reduced -34.1k	-34,126 -74.2%
71	M & T BK CORP COM MTB	MTB	4,808	$1.1m0.31%	0.31%	Reduced -6.6k	-6,579 -57.8%
72	ISHARES TR U.S. ENERGY ETF IYE	IYE	20,141	$1.1m0.31%	0.31%	Unchanged
73	TRANE TECHNOLOGIES PLC SHS TT	TT	2,194	$1.1m0.29%	0.29%	Added +773	+773 54.4%
74	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	17,829	$1.0m0.28%	0.28%	Reduced -54.3k	-54,306 -75.3%
75	AMAZON COM INC COM AMZN	AMZN	4,284	$1.0m0.28%	0.28%	Added +1.3k	+1,263 41.8%
76	WALMART INC COM WMT	WMT	8,320	$942.3k0.26%	0.26%	Added +1	+1 0.0%
77	TRUIST FINL CORP COM TFC	TFC	17,965	$895.0k0.24%	0.24%	Added +29	+29 0.2%
78	CENCORA INC COM COR	COR	2,984	$844.4k0.23%	0.23%	Unchanged
79	FASTENAL CO COM FAST	FAST	17,509	$841.0k0.23%	0.23%	Reduced -30.4k	-30,352 -63.4%
80	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,696	$831.4k0.23%	0.23%	Unchanged
81	DOMINION ENERGY INC COM D	D	12,082	$825.1k0.22%	0.22%	Reduced -60	-60 -0.5%
82	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,043	$779.0k0.21%	0.21%	Reduced -122	-122 -10.5%
83	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	22,205	$704.1k0.19%	0.19%	Reduced -1.4k	-1,411 -6.0%
84	UNION PAC CORP COM UNP	UNP	2,368	$644.1k0.17%	0.17%	Reduced -57	-57 -2.4%
85	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,248	$632.2k0.17%	0.17%	Added +36	+36 1.6%
86	PNC FINL SVCS GROUP INC COM PNC	PNC	2,446	$602.3k0.16%	0.16%	Reduced -48	-48 -1.9%
87	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	790	$581.4k0.16%	0.16%	Added +11	+11 1.4%
88	HERSHEY CO COM HSY	HSY	3,268	$573.4k0.16%	0.16%	Reduced -6.8k	-6,795 -67.5%
89	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,391	$565.8k0.15%	0.15%	Added +406	+406 20.4%
90	NORFOLK SOUTHN CORP COM NSC	NSC	1,717	$540.2k0.15%	0.15%	Added +85	+85 5.2%
91	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,386	$535.1k0.15%	0.15%	Reduced -278	-278 -7.6%
92	ABBOTT LABS COM ABT	ABT	5,893	$534.8k0.15%	0.15%	Reduced -18.9k	-18,872 -76.2%
93	TEXAS INSTRS INC COM TXN	TXN	1,792	$534.1k0.14%	0.14%	Reduced -49	-49 -2.7%
94	LENNAR CORP CL A LEN	LEN	5,895	$533.4k0.14%	0.14%	Reduced -22.9k	-22,909 -79.5%
95	CME GROUP INC COM CME	CME	2,012	$444.3k0.12%	0.12%	Reduced -52	-52 -2.5%
96	SCHWAB CHARLES CORP COM SCHW	SCHW	4,735	$436.9k0.12%	0.12%	Reduced -126	-126 -2.6%
97	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	1,463	$425.3k0.12%	0.12%	Reduced -21	-21 -1.4%
98	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,916	$378.2k0.10%	0.10%	Added +260	+260 7.1%
99	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	10,000	$367.6k0.10%	0.10%	Unchanged
100	CF INDS HLDGS INC COM CF	CF	3,302	$357.5k0.10%	0.10%	Reduced -14.1k	-14,072 -81.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	78,529	$13.3m78.5k shares
AT&T INC T	T	10,000	$289.9k10.0k shares