Michael Seese

Commonwealth Financial Services, Llc

Assets Managed

$744.204M

Holdings

317

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

17.82%(2Q avg: 11.01%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Commonwealth Financial Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 317 positions.

Assets under management

The assets under management (AUM) of Commonwealth Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 744.204M in assets, with a quarterly growth rate of 17.82% and a 2-quarter average growth rate of 11.01%. The portfolio is managed by Michael Seese, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 22.39%	9.44%	$70.232M 94,048 shares@ $746.77 avg price	Increased 22.39%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 12.73%	5.89%	$43.795M 59,472 shares@ $736.41 avg price	Increased 12.73%
AGG Ishares Core U.s. Aggregate Recent Activity New Position	5.43%	$40.345M 407,606 shares@ $98.99 avg price	New Position
IVV Ishares Core S&p 500 Etf Recent Activity Increased 22.27%	4.95%	$36.823M 49,171 shares@ $748.89 avg price	Increased 22.27%
GTO Invesco Total Return Bond Et Recent Activity New Position	4.26%	$31.664M 675,575 shares@ $46.87 avg price	New Position
GOVI Invesco Equal Weight 0-30 Yr Recent Activity New Position	3.87%	$28.793M 1.061M shares@ $27.15 avg price	New Position
RDVY First Trust Rising Dividend Recent Activity Increased 84.97%	3.53%	$26.269M 324,066 shares@ $81.06 avg price	Increased 84.97%
RWL Invesco S&p 500 Revenue Etf Recent Activity New Position	3.15%	$23.432M 183,408 shares@ $127.76 avg price	New Position
ONEQ Fidelity Nasdaq Composite In Recent Activity Increased 20.15%	2.43%	$18.077M 175,131 shares@ $103.22 avg price	Increased 20.15%
WCMI Ft Wcm International Etf Recent Activity Increased 53.64%	2.4%	$17.834M 911,280 shares@ $19.58 avg price	Increased 53.64%

1-10 of 317