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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Assetmark, Inc ⇄ Bank Of America Corp /De/

60Shared positions
56.6%Name overlap (Jaccard)
15+Only Assetmark, Inc
15+Only Bank Of…

Shared holdings · Q2 2026

SecurityAssetmark, Inc weightBank Of America… weight
MGK Vanguard Morningstar Mega… 6.4% 0.1%
VOO Vanguard S&P 500 ETF 4.8% 1.2%
NVDA NVIDIA Corporation 2.1% 2.5%
MGV Vanguard Morningstar Mega… 4.5% 0.0%
AAPL Apple Inc. 1.5% 2.4%
GOOGL Alphabet Inc. 1.7% 1.7%
MSFT Microsoft Corporation 1.3% 1.8%
IEFA iShares Core MSCI EAFE ETF 1.6% 1.3%
VTV Vanguard Morningstar… 0.7% 1.9%
IEMG iShares Core MSCI… 1.4% 1.2%
AVGO Broadcom Inc. 1.0% 1.5%
VUG Vanguard Morningstar… 0.5% 1.9%
VBR Vanguard Morningstar… 2.0% 0.2%
AMZN Amazon.com, Inc. 0.8% 1.4%
IVV iShares Core S&P 500 ETF 1.0% 1.1%
JPM JPMorgan Chase & Co. 0.5% 1.5%
MINT PIMCO Enhanced Short… 1.8% 0.0%
GOVT iShares U.S. Treasury… 1.1% 0.7%
META Meta Platforms, Inc. 1.0% 0.8%
VEA Vanguard FTSE Developed… 0.7% 0.9%
VOE Vanguard Morningstar… 1.5% 0.0%
SPY State Street SPDR S&P 500… 0.0% 1.5%
MU Micron Technology, Inc. 0.7% 0.8%
VBK Vanguard Morningstar… 1.0% 0.2%
VTI Vanguard Morningstar… 0.8% 0.3%
VOT Vanguard Morningstar… 1.1% 0.0%
USIG iShares Broad USD… 0.9% 0.2%
VGT Vanguard Information… 0.2% 0.9%
GOOG Alphabet Inc. 0.3% 0.7%
BND Vanguard Total Bond… 0.9% 0.1%
HYG iShares iBoxx $ High… 0.9% 0.1%
JNK State Street SPDR… 1.0% 0.0%
BNDX Vanguard Total… 0.6% 0.4%
LLY Eli Lilly and Company 0.1% 0.9%
SHYG iShares 0-5 Year High… 1.0% 0.0%
TSM Taiwan Semiconductor… 0.5% 0.5%
MUB iShares National Muni… 0.6% 0.3%
VMBS Vanguard Mortgage-Backed… 0.7% 0.2%
IWF iShares Russell 1000… 0.0% 0.9%
IEI iShares 3-7 Year Treasury… 0.8% 0.1%
SPTM State Street SPDR… 0.9% 0.0%
KLAC KLA Corporation 0.6% 0.3%
QQQ Invesco QQQ Trust, Series… 0.0% 0.8%
VCIT Vanguard… 0.2% 0.6%
BIL State Street SPDR… 0.7% 0.1%
AMAT Applied Materials, Inc. 0.5% 0.3%
VB Vanguard Morningstar… 0.4% 0.4%
SPYM State Street SPDR… 0.5% 0.3%
TSLA Tesla, Inc. 0.3% 0.5%
VWO Vanguard FTSE Emerging… 0.2% 0.6%
IGIB iShares 5-10 Year… 0.7% 0.0%
SHY iShares 1-3 Year Treasury… 0.6% 0.1%
V Visa Inc. 0.2% 0.5%
IWD iShares Russell 1000… 0.0% 0.7%
MTUM iShares MSCI USA Momentum… 0.7% 0.0%
IWM iShares Russell 2000 ETF 0.0% 0.7%
VONG Vanguard Russell 1000… 0.1% 0.6%
XONA.DE Exxon Mobil Corporation 0.1% 0.6%
AGG iShares Core U.S.… 0.3% 0.4%
WDC Western Digital… 0.4% 0.3%

Distinctively Assetmark, Inc

FTLS First Trust… 0.1%
JFLX 0.1%
XUDV 0.1%
NBOS 0.0%
RAAX 0.0%
AFLG 0.0%
KAMO 0.0%
IDEF iShares Defense… 0.0%
XIDV 0.0%
HYFI 0.0%
FAUG 0.0%
FMAR 0.0%
FNOV 0.0%
FJUN 0.0%
FJAN 0.0%

Distinctively Bank Of America Corp…

PULS PGIM Ultra Short Bond… 0.0%
PAAA PGIM AAA CLO ETF 0.0%
CRUX Columbia Core Bond ETF 0.0%
SMIG Bahl & Gaynor… 0.0%
FLXR TCW Flexible Income… 0.0%
KWEB KraneShares CSI China… 0.0%
IBDT iShares iBonds Dec… 0.0%
ALHC Alignment Healthcare… 0.0%
IBDV iShares iBonds Dec… 0.0%
EVTR Eaton Vance Total… 0.0%
CARY 0.0%
XCEM Columbia EM Core… 0.0%
AGGY 0.0%
IBDU iShares iBonds Dec… 0.0%
EWZ iShares MSCI Brazil… 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology