SEC Form 13F · Q2 2026

Commonwealth Retirement Investments LLC

Institutional Holdings Report

13F-HRVA
$368.4M
Portfolio Value
417
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Commonwealth Retirement Investments LLC
CIK
1963787
Accession No.
0001963787-26-000004
Location
RICHMOND, VA
Form Type
13F-HR
Portfolio Value
$368.4M
Holdings Reported
417
Reporting Period
Q2 2026
Filed
August 3, 2026

About this Filing

Commonwealth Retirement Investments LLC is an institutional investment manager based in RICHMOND, VA reporting approximately $368.4M in 13(f) securities across 417 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.