Sign In
test

Michael Seese

Commonwealth Financial Services, Llc

Assets Managed
$631.693M
Holdings
278
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
4.2%(2Q avg: 3.97%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Commonwealth Financial Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 278 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 631.693M in assets, with a quarterly growth rate of 4.2% and a 2-quarter average growth rate of 3.97%. The portfolio is managed by Michael Seese, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 6.41%
7.92%
$49.975M
76,845 shares@ $650.34 avg price
GJAN
Ft Vest Us Equity Moderate B
Recent Activity
Increased 723.96%
5.75%
$36.309M
866,349 shares@ $41.92 avg price
FIXD
First Trust Tcw Opp Fixed In
Recent Activity
Increased 8.12%
5.42%
$34.186M
784,257 shares@ $43.6 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.67%
4.83%
$30.452M
52,760 shares@ $577.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.73%
4.16%
$26.27M
40,217 shares@ $653.22 avg price
QMOM
Alpha Us Quant Mom Etf
Recent Activity
Increased 9.86%
3.31%
$20.872M
305,546 shares@ $68.31 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 7.87%
3.01%
$18.964M
765,621 shares@ $24.77 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
Decreased -21.79%
2.61%
$16.451M
163,337 shares@ $100.73 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -4.32%
2.54%
$16.044M
293,582 shares@ $54.66 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 7161.82%
2.32%
$14.646M
294,031 shares@ $49.82 avg price

1-10 of 278