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Brandon Zatopek

Commonwealth Equity Services, Llc

Assets Managed
$71.592B
Holdings
4299
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-4.55%(2Q avg: -3.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Commonwealth Equity Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4299 positions.

Assets under management

The assets under management (AUM) of Commonwealth Equity Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 71.592B in assets, with a quarterly growth rate of -4.55% and a 2-quarter average growth rate of -3.69%. The portfolio is managed by Brandon Zatopek, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -7.12%
3.18%
$2.273B
8.955M shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.18%
2.41%
$1.725B
2.64M shares@ $653.22 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.46%
2.22%
$1.584B
9.084M shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.73%
1.57%
$1.119B
3.024M shares@ $370.18 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.42%
1.51%
$1.075B
16.772M shares@ $64.09 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -6.75%
1.48%
$1.053B
1.619M shares@ $650.34 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -10.4%
1.44%
$1.027B
1.779M shares@ $577.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -6.65%
1.28%
$915.422M
4.395M shares@ $208.28 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.3%
1.11%
$794.654M
1.33M shares@ $597.55 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -5.32%
1.03%
$733.145M
1.719M shares@ $426.41 avg price

1-10 of 4299