Commonwealth Retirement Investments LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 26, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal executive office at 9030 Stony Point Parkway, Suite 580, Richmond, VA 23235, and identifies N. Dean Pelos as the Chief Compliance Officer responsible for the report.
The report details a portfolio of 130 holdings. The largest position disclosed is in Microsoft Corporation, with 17,634,262 shares. Other significant individual stock holdings include Johnson & Johnson with 13,769,210 shares, Chevron Corporation with 12,026,727 shares, and JPMorgan Chase & Co. with 7,660,730 shares. The filing also lists substantial positions in Procter & Gamble Co., Home Depot Inc., and Visa Inc.
Commonwealth Retirement Investments holds significant exposure to exchange-traded funds (ETFs). The top ETF holdings include the iShares Core S&P 500 ETF, which accounts for 17,216,687 shares, and the Vanguard Total Bond Market ETF, with 9,176,883 shares. Other notable ETF positions include the iShares Core S&P 500 Growth ETF, the iShares Core S&P 500 Value ETF, and the Vanguard International High Dividend Yield ETF.
The filing provides a comprehensive list of all securities held, including various equity and bond ETFs, individual common stocks, and sponsored American Depositary Receipts (ADRs), such as Novartis AG.
