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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 ⇄ Raymond James Financial Inc

60Shared positions
61.6%Name overlap (Jaccard)
15+Only Assetmark, Inc
15+Only Raymond James…

Shared holdings · Q2 2026

SecurityAssetmark, Inc weightRaymond James… weight
VOO Vanguard S&P 500 ETF 4.8% 5.8%
MGK Vanguard Morningstar Mega… 6.4% 0.1%
MGV Vanguard Morningstar Mega… 4.5% 0.0%
NVDA NVIDIA Corporation 2.1% 1.9%
AAPL Apple Inc. 1.5% 2.4%
MSFT Microsoft Corporation 1.3% 1.9%
GOOGL Alphabet Inc. 1.7% 1.3%
IEFA iShares Core MSCI EAFE ETF 1.6% 1.2%
AGG iShares Core U.S.… 0.3% 2.5%
AVGO Broadcom Inc. 1.0% 1.7%
AMZN Amazon.com, Inc. 0.8% 1.4%
VBR Vanguard Morningstar… 2.0% 0.1%
IVV iShares Core S&P 500 ETF 1.0% 1.0%
MINT PIMCO Enhanced Short… 1.8% 0.0%
IEMG iShares Core MSCI… 1.4% 0.5%
JPM JPMorgan Chase & Co. 0.5% 1.3%
META Meta Platforms, Inc. 1.0% 0.6%
VOE Vanguard Morningstar… 1.5% 0.0%
VTV Vanguard Morningstar… 0.7% 0.5%
VOT Vanguard Morningstar… 1.1% 0.0%
VTI Vanguard Morningstar… 0.8% 0.3%
GOVT iShares U.S. Treasury… 1.1% 0.0%
MU Micron Technology, Inc. 0.7% 0.4%
GOOG Alphabet Inc. 0.3% 0.7%
BND Vanguard Total Bond… 0.9% 0.1%
VBK Vanguard Morningstar… 1.0% 0.0%
JNK State Street SPDR… 1.0% 0.0%
VUG Vanguard Morningstar… 0.5% 0.5%
VEA Vanguard FTSE Developed… 0.7% 0.3%
MTUM iShares MSCI USA Momentum… 0.7% 0.3%
SHYG iShares 0-5 Year High… 1.0% 0.0%
HYG iShares iBoxx $ High… 0.9% 0.0%
SPY State Street SPDR S&P 500… 0.0% 0.9%
USIG iShares Broad USD… 0.9% 0.0%
QQQ Invesco QQQ Trust, Series… 0.0% 0.8%
SPTM State Street SPDR… 0.9% 0.0%
TSM Taiwan Semiconductor… 0.5% 0.4%
IJR iShares Core S&P… 0.3% 0.6%
IEI iShares 3-7 Year Treasury… 0.8% 0.1%
BIL State Street SPDR… 0.7% 0.1%
VO Vanguard Morningstar… 0.2% 0.7%
IJH iShares Core S&P Mid-Cap… 0.0% 0.8%
WMT Walmart Inc. 0.1% 0.7%
VMBS Vanguard Mortgage-Backed… 0.7% 0.1%
BRK-B Berkshire Hathaway Inc. 0.2% 0.6%
IGIB iShares 5-10 Year… 0.7% 0.1%
KLAC KLA Corporation 0.6% 0.2%
JNJ Johnson & Johnson 0.1% 0.7%
ABBV AbbVie Inc. 0.1% 0.7%
SHY iShares 1-3 Year Treasury… 0.6% 0.1%
AMD Advanced Micro Devices… 0.2% 0.5%
AMAT Applied Materials, Inc. 0.5% 0.3%
V Visa Inc. 0.2% 0.5%
LLY Eli Lilly and Company 0.1% 0.6%
ETN Eaton Corporation plc 0.1% 0.6%
MUB iShares National Muni… 0.6% 0.1%
XLK State Street Technology… 0.2% 0.4%
BNDX Vanguard Total… 0.6% 0.0%
VZ Verizon Communications… 0.3% 0.4%
SPYM State Street SPDR… 0.5% 0.1%

Distinctively Assetmark, Inc

USDU 0.1%
GXC 0.0%
AFLG 0.0%
KAMO 0.0%
XIDV 0.0%
HYXU 0.0%
JPHY JPMorgan Active High… 0.0%
LALT 0.0%
HODL 0.0%
ILDR 0.0%
IALT iShares Systematic… 0.0%
CNK Cinemark Holdings… 0.0%
INVA Innoviva, Inc. 0.0%
FIIG 0.0%
JFLI 0.0%

Distinctively Raymond James…

BKDV BNY Mellon Dynamic… 0.1%
PULS PGIM Ultra Short Bond… 0.1%
GRNY 0.0%
JPEF 0.0%
FEGE 0.0%
EVTR Eaton Vance Total… 0.0%
FELG Fidelity Enhanced… 0.0%
KNG FT Cboe Vest S&P 500… 0.0%
RDVI FT Vest Rising… 0.0%
FDV 0.0%
NBSD 0.0%
BSCW 0.0%
BSCT Invesco BulletShares… 0.0%
IBDV iShares iBonds Dec… 0.0%
BSCU Invesco BulletShares… 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