# EDGAR Filing Document

**Accession Number:** 0001912835
**File Stem:** 0001951757-25-000981
**Filing Date:** 2025-7
**Character Count:** 14513
**Document Hash:** fa5c128b3603334090b8b7db687840e2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000981.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0001951757-25-000981

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**DATE AS OF CHANGE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** COMMONS CAPITAL, LLC
- **CENTRAL INDEX KEY:** 0001912835

**ORGANIZATION NAME:**
- **EIN:** 270669341
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22488
- **FILM NUMBER:** 251157764

**BUSINESS ADDRESS:**
- **STREET 1:** 254 SECOND AVENUE
- **STREET 2:** SUITE 130
- **CITY:** NEEDHAM
- **STATE:** MA
- **ZIP:** 02494
- **BUSINESS PHONE:** (617) 431-7200

**MAIL ADDRESS:**
- **STREET 1:** 254 SECOND AVENUE
- **STREET 2:** SUITE 130
- **CITY:** NEEDHAM
- **STATE:** MA
- **ZIP:** 02494

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** COMMONS CAPITAL LLC<br>**Address:** 254 SECOND AVENUE<br>SUITE 130<br>NEEDHAM, MA 02494

**Form 13F File Number:** 028-22488

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jonathan Straus<br>**Title:** Chief Compliance Officer<br>**Phone:** (617) 431-7200

**Signature, Place, and Date of Signing:**

Jonathan Straus  Needham, MA  07-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 110

**Form 13F Information Table Value Total:** $131916016

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 6404652 | 29193 | SH |  | SOLE |  | 0 | 0 | 29193 |
| NEWTEKONE INC | COM NEW | 652526203 |  | 797022 | 70658 | SH |  | SOLE |  | 0 | 0 | 70658 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 207562 | 376 | SH |  | SOLE |  | 0 | 0 | 376 |
| RMR GROUP INC | CL A | 74967R106 |  | 1022921 | 62564 | SH |  | SOLE |  | 0 | 0 | 62564 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 278870 | 1826 | SH |  | SOLE |  | 0 | 0 | 1826 |
| EATON VANCE TAX ADVT DIV INC | COM | 27828G107 |  | 299385 | 12423 | SH |  | SOLE |  | 0 | 0 | 12423 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 2459719 | 74786 | SH |  | SOLE |  | 0 | 0 | 74786 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2857361 | 2886 | SH |  | SOLE |  | 0 | 0 | 2886 |
| SHELL PLC | SPON ADS | 780259305 |  | 774510 | 11000 | SH |  | SOLE |  | 0 | 0 | 11000 |
| NETFLIX INC | COM | 64110L106 |  | 546365 | 408 | SH |  | SOLE |  | 0 | 0 | 408 |
| MEDICAL PPTYS TRUST INC | COM | 58463J304 |  | 72483 | 16817 | SH |  | SOLE |  | 0 | 0 | 16817 |
| EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 |  | 283028 | 20406 | SH |  | SOLE |  | 0 | 0 | 20406 |
| MERCK  CO INC | COM | 58933Y105 |  | 228931 | 2892 | SH |  | SOLE |  | 0 | 0 | 2892 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 355578 | 576 | SH |  | SOLE |  | 0 | 0 | 576 |
| NVR INC | COM | 62944T105 |  | 753337 | 102 | SH |  | SOLE |  | 0 | 0 | 102 |
| OPKO HEALTH INC | COM | 68375N103 |  | 21516 | 16300 | SH |  | SOLE |  | 0 | 0 | 16300 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 |  | 213101 | 3166 | SH |  | SOLE |  | 0 | 0 | 3166 |
| NUVEEN S 500 BUY-WRITE INC | COM | 6706ER101 |  | 209962 | 15127 | SH |  | SOLE |  | 0 | 0 | 15127 |
| PULTE GROUP INC | COM | 745867101 |  | 1280284 | 12140 | SH |  | SOLE |  | 0 | 0 | 12140 |
| PEPSICO INC | COM | 713448108 |  | 530004 | 4014 | SH |  | SOLE |  | 0 | 0 | 4014 |
| HONEYWELL INTL INC | COM | 438516106 |  | 2065372 | 8869 | SH |  | SOLE |  | 0 | 0 | 8869 |
| HOME DEPOT INC | COM | 437076102 |  | 330711 | 902 | SH |  | SOLE |  | 0 | 0 | 902 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1966372 | 6451 | SH |  | SOLE |  | 0 | 0 | 6451 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 1065103 | 22504 | SH |  | SOLE |  | 0 | 0 | 22504 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 390205 | 919 | SH |  | SOLE |  | 0 | 0 | 919 |
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 |  | 321800 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 220966 | 455 | SH |  | SOLE |  | 0 | 0 | 455 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5114211 | 29020 | SH |  | SOLE |  | 0 | 0 | 29020 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 881832 | 9784 | SH |  | SOLE |  | 0 | 0 | 9784 |
| MICROSOFT CORP | COM | 594918104 |  | 6037156 | 12137 | SH |  | SOLE |  | 0 | 0 | 12137 |
| PERMA-FIX ENVIRONMENTAL SVCS | COM NEW | 714157203 |  | 319282 | 30350 | SH |  | SOLE |  | 0 | 0 | 30350 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 285480 | 13000 | SH |  | SOLE |  | 0 | 0 | 13000 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 |  | 586096 | 5600 | SH |  | SOLE |  | 0 | 0 | 5600 |
| USCF ETF TR | SUMMERHAVEN K1 | 90290T809 |  | 254279 | 11745 | SH |  | SOLE |  | 0 | 0 | 11745 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 212596 | 897 | SH |  | SOLE |  | 0 | 0 | 897 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 206680 | 776 | SH |  | SOLE |  | 0 | 0 | 776 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 284076 | 968 | SH |  | SOLE |  | 0 | 0 | 968 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 |  | 333987 | 7582 | SH |  | SOLE |  | 0 | 0 | 7582 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 869947 | 35683 | SH |  | SOLE |  | 0 | 0 | 35683 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1233532 | 46234 | SH |  | SOLE |  | 0 | 0 | 46234 |
| WELLTOWER INC | COM | 95040Q104 |  | 298599 | 1942 | SH |  | SOLE |  | 0 | 0 | 1942 |
| GLOBAL SHIP LEASE INC NEW | COM CL A | Y27183600 |  | 2262660 | 86000 | SH |  | SOLE |  | 0 | 0 | 86000 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2671127 | 4702 | SH |  | SOLE |  | 0 | 0 | 4702 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 457263 | 4901 | SH |  | SOLE |  | 0 | 0 | 4901 |
| JIAYIN GROUP INC | SPONSORED ADS | 47737C104 |  | 192000 | 11985 | SH |  | SOLE |  | 0 | 0 | 11985 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 202984 | 2023 | SH |  | SOLE |  | 0 | 0 | 2023 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 2755876 | 5411 | SH |  | SOLE |  | 0 | 0 | 5411 |
| ELI LILLY  CO | COM | 532457108 |  | 481551 | 618 | SH |  | SOLE |  | 0 | 0 | 618 |
| INNOVATOR ETFS TRUST | US SML CP PWR B | 45782C599 |  | 328546 | 10772 | SH |  | SOLE |  | 0 | 0 | 10772 |
| SPROTT FDS TR | URANIUM MINERS E | 85208P303 |  | 207340 | 4326 | SH |  | SOLE |  | 0 | 0 | 4326 |
| FRESENIUS MEDICAL CARE AG | SPONSORED ADR | 358029106 |  | 254130 | 8895 | SH |  | SOLE |  | 0 | 0 | 8895 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 243873 | 1399 | SH |  | SOLE |  | 0 | 0 | 1399 |
| BETTERWARE DE MEXC S A P I D | SHS | P1666E105 |  | 471148 | 54468 | SH |  | SOLE |  | 0 | 0 | 54468 |
| UP FINTECH HLDG LTD | SPONSORED ADS | 91531W106 |  | 221950 | 23000 | SH |  | SOLE |  | 0 | 0 | 23000 |
| PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 |  | 1384800 | 120000 | SH |  | SOLE |  | 0 | 0 | 120000 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 |  | 199359 | 22784 | SH |  | SOLE |  | 0 | 0 | 22784 |
| TORM PLC | SHS CL A | G89479102 |  | 449820 | 27000 | SH |  | SOLE |  | 0 | 0 | 27000 |
| DREAM FINDERS HOMES INC | COM CL A | 26154D100 |  | 1057370 | 42076 | SH |  | SOLE |  | 0 | 0 | 42076 |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | 45782C367 |  | 331406 | 11334 | SH |  | SOLE |  | 0 | 0 | 11334 |
| RECURSION PHARMACEUTICALS IN | CL A | 75629V104 |  | 594661 | 117522 | SH |  | SOLE |  | 0 | 0 | 117522 |
| VISA INC | COM CL A | 92826C839 |  | 222167 | 626 | SH |  | SOLE |  | 0 | 0 | 626 |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 |  | 2530767 | 65075 | SH |  | SOLE |  | 0 | 0 | 65075 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 872594 | 18838 | SH |  | SOLE |  | 0 | 0 | 18838 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 623897 | 2562 | SH |  | SOLE |  | 0 | 0 | 2562 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 1242848 | 5623 | SH |  | SOLE |  | 0 | 0 | 5623 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 435780 | 3227 | SH |  | SOLE |  | 0 | 0 | 3227 |
| EATON VANCE ENHANCED EQUITY | COM | 278274105 |  | 313300 | 14976 | SH |  | SOLE |  | 0 | 0 | 14976 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3769297 | 5107 | SH |  | SOLE |  | 0 | 0 | 5107 |
| SERVICENOW INC | COM | 81762P102 |  | 1835123 | 1785 | SH |  | SOLE |  | 0 | 0 | 1785 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 4378273 | 21395 | SH |  | SOLE |  | 0 | 0 | 21395 |
| SOUNDHOUND AI INC | CLASS A COM | 836100107 |  | 300279 | 27985 | SH |  | SOLE |  | 0 | 0 | 27985 |
| BROADCOM INC | COM | 11135F101 |  | 5603492 | 20328 | SH |  | SOLE |  | 0 | 0 | 20328 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 901357 | 17930 | SH |  | SOLE |  | 0 | 0 | 17930 |
| TECHPRECISION CORP | COM NEW | 878739200 |  | 259605 | 69413 | SH |  | SOLE |  | 0 | 0 | 69413 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 19941634 | 126221 | SH |  | SOLE |  | 0 | 0 | 126221 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 296066 | 5343 | SH |  | SOLE |  | 0 | 0 | 5343 |
| ZOETIS INC | CL A | 98978V103 |  | 1085165 | 6958 | SH |  | SOLE |  | 0 | 0 | 6958 |
| VALE S A | SPONSORED ADS | 91912E105 |  | 233040 | 24000 | SH |  | SOLE |  | 0 | 0 | 24000 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 928157 | 3182 | SH |  | SOLE |  | 0 | 0 | 3182 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 1122782 | 6120 | SH |  | SOLE |  | 0 | 0 | 6120 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 210438 | 1483 | SH |  | SOLE |  | 0 | 0 | 1483 |
| ISHARES TR | PUT | 464288953 |  | 806500 | 10000 | PRN | Put | SOLE |  | 0 | 0 | 10000 |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | 45783Y285 |  | 336819 | 12142 | SH |  | SOLE |  | 0 | 0 | 12142 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45783Y244 |  | 384154 | 13637 | SH |  | SOLE |  | 0 | 0 | 13637 |
| CALAMOS ETF TR | RUSSELL 2000 STR | 12811T118 |  | 377493 | 15127 | SH |  | SOLE |  | 0 | 0 | 15127 |
| ISHARES TR | CORE S ETF | 464287200 |  | 917768 | 1478 | SH |  | SOLE |  | 0 | 0 | 1478 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1076444 | 2655 | SH |  | SOLE |  | 0 | 0 | 2655 |
| CALAMOS ETF TR | S 500 STRUCT | 12811T787 |  | 382602 | 15842 | SH |  | SOLE |  | 0 | 0 | 15842 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2148751 | 7412 | SH |  | SOLE |  | 0 | 0 | 7412 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 250967 | 2797 | SH |  | SOLE |  | 0 | 0 | 2797 |
| TJX COS INC NEW | COM | 872540109 |  | 833087 | 6746 | SH |  | SOLE |  | 0 | 0 | 6746 |
| CALAMOS ETF TR | RUSSELL 2000 STR | 12811T134 |  | 373347 | 14679 | SH |  | SOLE |  | 0 | 0 | 14679 |
| WALMART INC | COM | 931142103 |  | 562323 | 5751 | SH |  | SOLE |  | 0 | 0 | 5751 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2535359 | 19019 | SH |  | SOLE |  | 0 | 0 | 19019 |
| EUROSEAS LTD | SHS | Y23592135 |  | 255441 | 5712 | SH |  | SOLE |  | 0 | 0 | 5712 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 710882 | 4007 | SH |  | SOLE |  | 0 | 0 | 4007 |
| TSAKOS ENERGY NAVIGATION LTD | SHS | G9108L173 |  | 191900 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| EATON CORP PLC | SHS | G29183103 |  | 1985193 | 5561 | SH |  | SOLE |  | 0 | 0 | 5561 |
| MEDIFAST INC | COM | 58470H101 |  | 533900 | 38000 | SH |  | SOLE |  | 0 | 0 | 38000 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 481495 | 2644 | SH |  | SOLE |  | 0 | 0 | 2644 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 791628 | 17303 | SH |  | SOLE |  | 0 | 0 | 17303 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 399313 | 8626 | SH |  | SOLE |  | 0 | 0 | 8626 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 350431 | 3784 | SH |  | SOLE |  | 0 | 0 | 3784 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 657051 | 6095 | SH |  | SOLE |  | 0 | 0 | 6095 |
| EATON VANCE ENHANCED EQUITY | COM | 278277108 |  | 319035 | 13178 | SH |  | SOLE |  | 0 | 0 | 13178 |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 |  | 1222914 | 33268 | SH |  | SOLE |  | 0 | 0 | 33268 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 |  | 1330673 | 18117 | SH |  | SOLE |  | 0 | 0 | 18117 |
| APPLE INC | COM | 037833100 |  | 6389848 | 31144 | SH |  | SOLE |  | 0 | 0 | 31144 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 327104 | 4084 | SH |  | SOLE |  | 0 | 0 | 4084 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 234796 | 1209 | SH |  | SOLE |  | 0 | 0 | 1209 |

---