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Dean Pelos

Commonwealth Retirement Investments Llc

Assets Managed
$323.2M
Holdings
120
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
4.05%(2Q avg: 4.83%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Commonwealth Retirement Investments Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Commonwealth Retirement Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 323.2M in assets, with a quarterly growth rate of 4.05% and a 2-quarter average growth rate of 4.83%. The portfolio is managed by Dean Pelos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVGO
Broadcom Inc
Recent Activity
Decreased -0.01%
6.09%
$19.667M
63,541 shares@ $309.52 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 1.92%
4.13%
$13.323M
78,529 shares@ $169.67 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 3.8%
3.64%
$11.76M
54,071 shares@ $217.49 avg price
MRK
Merck & Co. Inc.
Recent Activity
Increased 2.08%
3.5%
$11.296M
93,906 shares@ $120.3 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 12.61%
3.44%
$11.097M
29,978 shares@ $370.17 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.92%
3.39%
$10.943M
37,202 shares@ $294.17 avg price
CVX
Chevron Corp
Recent Activity
Increased 6.55%
3.18%
$10.277M
49,673 shares@ $206.91 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 1.93%
3.09%
$9.981M
40,833 shares@ $244.44 avg price
LMT
Lockheed Martin Corp
Recent Activity
Increased 2.84%
3.02%
$9.742M
16,119 shares@ $604.39 avg price
PEP
Pepsico Inc
Recent Activity
Increased 8.4%
2.84%
$9.155M
58,951 shares@ $155.3 avg price

1-10 of 120