COMMONWEALTH EQUITY SERVICES, LLC

New 13F: Q3 2026

COMMONWEALTH EQUITY SERVICES, LLC filed its 13F for the quarter ended Sep 30, 2026 on Nov 2, 2026: $13.6B in AI and semiconductor stocks; $192.5M bought and $589.2M sold against its previous quarter, at the quarter's prices.

COMMONWEALTH EQUITY SERVICES, LLC declares $13.3B in 197 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 16.7% of its $79.5B 13F portfolio. Largest positions: Apple (0.06% of the company) and NVIDIA (0.04% of the company). It is a private wealth platform: it holds shares for many client accounts, so its trades are left out of the quarter's moves on /holders. Over time: $13.3B in 197 of these companies for Q2 2026, against $3.0B in 109 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $70.5M and sold $736.9M of these stocks, at the quarter's prices: a net sale of $666.4M; 14 new positions and 1 sold out.

Performance of its AI picks

The AI-stock portfolio COMMONWEALTH EQUITY SERVICES, LLC declared for Q2 2026 (Form 13F), held unchanged, returned +5.4% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +28.2% (SMH +87.2%). Over three years, quarter after quarter: +145.9% (SMH +325.8%). Over five years, quarter after quarter: +165.9% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. Apple (AAPL): $2.5B, 8.5M shares, 0.06% of the company, 3.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. NVIDIA (NVDA): $1.7B, 8.6M shares, 0.04% of the company, 2.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  3. Alphabet (GOOGL): $1.3B, 3.5M shares, 0.03% of the company, 1.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. Microsoft (MSFT): $1.1B, 2.9M shares, 0.04% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  5. Amazon (AMZN): $982.6M, 4.1M shares, 0.04% of the company, 1.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  6. Broadcom (AVGO): $363.3M, 961,801 shares, 0.02% of the company, 0.46% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  7. Caterpillar (CAT): $330.0M, 309,841 shares, 0.07% of the company, 0.41% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. Micron (MU): $313.8M, 271,845 shares, 0.02% of the company, 0.39% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  9. Meta Platforms (META): $288.9M, 512,963 shares, 0.02% of the company, 0.36% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  10. AMD (AMD): $266.0M, 457,923 shares, 0.03% of the company, 0.33% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  11. Applied Materials (AMAT): $188.0M, 260,004 shares, 0.03% of the company, 0.24% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  12. NextEra Energy (NEE): $186.9M, 2.1M shares, 0.10% of the company, 0.24% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  13. Cisco (CSCO): $170.0M, 1.4M shares, 0.04% of the company, 0.21% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. IBM (IBM): $159.6M, 567,549 shares, 0.06% of the company, 0.20% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  15. TSMC (TSM): $155.4M, 325,498 shares, 0.01% of the company, 0.20% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

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