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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 ⇄ Cetera Investment Advisers

60Shared positions
63.1%Name overlap (Jaccard)
15+Only Assetmark, Inc
15+Only Cetera…

Shared holdings · Q2 2026

SecurityAssetmark, Inc weightCetera Investment… weight
MGK Vanguard Morningstar Mega… 6.4% 0.1%
VOO Vanguard S&P 500 ETF 4.8% 1.4%
MGV Vanguard Morningstar Mega… 4.5% 0.1%
IVV iShares Core S&P 500 ETF 1.0% 3.2%
NVDA NVIDIA Corporation 2.1% 1.8%
AAPL Apple Inc. 1.5% 1.9%
IEFA iShares Core MSCI EAFE ETF 1.6% 1.0%
GOOGL Alphabet Inc. 1.7% 0.7%
MSFT Microsoft Corporation 1.3% 1.0%
VTV Vanguard Morningstar… 0.7% 1.6%
VBR Vanguard Morningstar… 2.0% 0.3%
VTI Vanguard Morningstar… 0.8% 1.2%
IEMG iShares Core MSCI… 1.4% 0.6%
MINT PIMCO Enhanced Short… 1.8% 0.0%
AMZN Amazon.com, Inc. 0.8% 1.0%
VUG Vanguard Morningstar… 0.5% 1.1%
AGG iShares Core U.S.… 0.3% 1.4%
VOE Vanguard Morningstar… 1.5% 0.1%
AVGO Broadcom Inc. 1.0% 0.6%
QQQ Invesco QQQ Trust, Series… 0.0% 1.5%
BND Vanguard Total Bond… 0.9% 0.5%
META Meta Platforms, Inc. 1.0% 0.4%
GOVT iShares U.S. Treasury… 1.1% 0.2%
SPY State Street SPDR S&P 500… 0.0% 1.3%
VEA Vanguard FTSE Developed… 0.7% 0.5%
VOT Vanguard Morningstar… 1.1% 0.1%
VONG Vanguard Russell 1000… 0.1% 1.1%
MU Micron Technology, Inc. 0.7% 0.5%
VBK Vanguard Morningstar… 1.0% 0.1%
HYG iShares iBoxx $ High… 0.9% 0.1%
JNK State Street SPDR… 1.0% 0.0%
SHYG iShares 0-5 Year High… 1.0% 0.0%
MUB iShares National Muni… 0.6% 0.4%
USIG iShares Broad USD… 0.9% 0.1%
BIL State Street SPDR… 0.7% 0.2%
WT WisdomTree, Inc. 0.1% 0.8%
CGDV Capital Group Dividend… 0.1% 0.8%
JPM JPMorgan Chase & Co. 0.5% 0.4%
SPTM State Street SPDR… 0.9% 0.0%
SPYM State Street SPDR… 0.5% 0.4%
IEI iShares 3-7 Year Treasury… 0.8% 0.1%
BNDX Vanguard Total… 0.6% 0.3%
GOOG Alphabet Inc. 0.3% 0.5%
MTUM iShares MSCI USA Momentum… 0.7% 0.2%
TSM Taiwan Semiconductor… 0.5% 0.3%
IGIB iShares 5-10 Year… 0.7% 0.1%
VMBS Vanguard Mortgage-Backed… 0.7% 0.1%
SCHD Schwab U.S. Dividend… 0.0% 0.7%
SCHG Schwab U.S. Large-Cap… 0.2% 0.6%
IUSB iShares Core Universal… 0.2% 0.6%
VB Vanguard Morningstar… 0.4% 0.3%
KLAC KLA Corporation 0.6% 0.1%
IWF iShares Russell 1000… 0.0% 0.7%
SHY iShares 1-3 Year Treasury… 0.6% 0.0%
DYNF iShares U.S. Equity… 0.2% 0.5%
BRK-B Berkshire Hathaway Inc. 0.2% 0.5%
AMD Advanced Micro Devices… 0.2% 0.5%
AMAT Applied Materials, Inc. 0.5% 0.2%
QQQM Invesco NASDAQ 100 ETF 0.0% 0.7%
IJR iShares Core S&P… 0.3% 0.4%

Distinctively Assetmark, Inc

NBOS 0.0%
KAMO 0.0%
DFNM 0.0%
HYFI 0.0%
JPHY JPMorgan Active High… 0.0%
DISV Dimensional -… 0.0%
DFGX 0.0%
PTGX Protagonist… 0.0%
GPZ 0.0%
HODL 0.0%
MHO M/I Homes, Inc. 0.0%
CNK Cinemark Holdings… 0.0%
JFLI 0.0%
SSO 0.0%
DFIP 0.0%

Distinctively Cetera Investment…

PULS PGIM Ultra Short Bond… 0.3%
TCHP T. Rowe Price Blue… 0.2%
DFSV Dimensional - US… 0.2%
DFLV Dimensional - US… 0.2%
JPEF 0.1%
RDVI FT Vest Rising… 0.1%
FELG Fidelity Enhanced… 0.1%
GARP 0.1%
KNG FT Cboe Vest S&P 500… 0.0%
BENJ 0.0%
FYC 0.0%
DWLD 0.0%
PTRB 0.0%
BSJR 0.0%
GCOR 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