Commonwealth Retirement Investments LLC
•CIK: 1963787•Filing: Q4 2025
**Commonwealth Retirement Investments LLC** manages $308M across a diversified portfolio of 429 positions. The fund exhibits significant concentration in technology and healthcare, with top holdings including AVGO at $22.0M and MSFT at $12.9M. Further allocations are notable in financials and pharmaceuticals, evidenced by positions in JPM ($11.8M) and ABBV ($11.9M). This structure suggests a core focus on established, blue-chip growth and defensive sectors.
Total AUM
$308.3M
+ $215.0K in options
QoQ Performance
+8.7%
Positions
428
+ 1 option
Top 10 Concentration
35.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AVGO7.1%
MSFT4.2%
ABBV3.9%
JPM3.8%
MRK3.1%
XOM3.0%
JNJ2.7%
BND2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.2%
Technology16.4%
Healthcare14.3%
Financial8.3%
Consumer Staples5.1%
Consumer4.8%
Industrial4.1%
Energy3.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW85 new positions
↑52 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023