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Compare Managers

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

Captrust Financial Advisors ⇄ Commonwealth Equity Services, Llc

60Shared positions
47.5%Name overlap (Jaccard)
15+Only Captrust…
15+Only Commonwealth…

Shared holdings · Q2 2026

SecurityCaptrust Financial… weightCommonwealth Equity… weight
IVV iShares Core S&P 500 ETF 5.3% 2.5%
AAPL Apple Inc. 3.6% 3.1%
NVDA NVIDIA Corporation 2.7% 2.2%
VEA Vanguard FTSE Developed… 3.3% 1.5%
MSFT Microsoft Corporation 2.1% 1.4%
VTV Vanguard Morningstar… 2.3% 0.7%
GOOGL Alphabet Inc. 1.9% 0.9%
SHY iShares 1-3 Year Treasury… 2.7% 0.0%
AMZN Amazon.com, Inc. 1.4% 1.2%
VOO Vanguard S&P 500 ETF 1.3% 1.1%
SPY State Street SPDR S&P 500… 0.9% 1.4%
VUG Vanguard Morningstar… 1.1% 1.0%
QQQ Invesco QQQ Trust, Series… 0.5% 1.5%
IXUS iShares Core MSCI Total… 1.6% 0.2%
VB Vanguard Morningstar… 1.4% 0.4%
AVGO Broadcom Inc. 1.2% 0.5%
BRK-B Berkshire Hathaway Inc. 0.8% 0.7%
IWF iShares Russell 1000… 0.4% 1.0%
IEMG iShares Core MSCI… 1.2% 0.2%
FNDX Schwab Fundamental U.S.… 1.4% 0.0%
VTI Vanguard Morningstar… 0.5% 0.9%
GOOG Alphabet Inc. 0.7% 0.7%
IEI iShares 3-7 Year Treasury… 1.2% 0.0%
AGG iShares Core U.S.… 1.0% 0.2%
JPM JPMorgan Chase & Co. 0.7% 0.6%
BSV Vanguard Short-Term Bond… 0.9% 0.3%
VIG Vanguard Dividend… 0.4% 0.7%
LLY Eli Lilly and Company 0.6% 0.5%
ABBV AbbVie Inc. 0.7% 0.3%
SCHX Schwab U.S. Large-Cap ETF 0.9% 0.1%
WT WisdomTree, Inc. 0.6% 0.4%
CGGR Capital Group Growth ETF 0.1% 0.8%
CGDV Capital Group Dividend… 0.1% 0.8%
META Meta Platforms, Inc. 0.6% 0.4%
JGRO JPMorgan Active Growth ETF 0.7% 0.2%
IWB iShares Russell 1000 ETF 0.8% 0.1%
IEF iShares 7-10 Year… 0.8% 0.0%
PANW Palo Alto Networks, Inc. 0.6% 0.2%
LRCX Lam Research Corporation 0.6% 0.2%
CAT Caterpillar Inc. 0.4% 0.4%
XLK State Street Technology… 0.4% 0.4%
DGRO iShares Core Dividend… 0.1% 0.7%
CSCO Cisco Systems, Inc. 0.5% 0.2%
JNJ Johnson & Johnson 0.3% 0.4%
COST Costco Wholesale… 0.3% 0.4%
V Visa Inc. 0.4% 0.3%
IJH iShares Core S&P Mid-Cap… 0.3% 0.4%
VYM Vanguard High Dividend… 0.2% 0.5%
IGSB iShares 1-5 Year… 0.5% 0.2%
MGK Vanguard Morningstar Mega… 0.6% 0.1%
IJR iShares Core S&P… 0.2% 0.5%
IWD iShares Russell 1000… 0.2% 0.5%
VBR Vanguard Morningstar… 0.5% 0.2%
MA Mastercard Incorporated 0.5% 0.1%
ITOT iShares Core S&P Total… 0.4% 0.3%
IVW iShares S&P 500 Growth ETF 0.1% 0.5%
PG The Procter & Gamble… 0.4% 0.3%
CVX Chevron Corporation 0.4% 0.2%
TSM Taiwan Semiconductor… 0.4% 0.2%
MUB iShares National Muni… 0.2% 0.4%

Distinctively Captrust Financial…

BRX Brixmor Property… 0.2%
AYI Acuity Brands, Inc. 0.0%
FSV FirstService… 0.0%
CNX CNX Resources… 0.0%
FSBC Five Star Bancorp 0.0%
QAI 0.0%
DUNK 0.0%
NMIH NMI Holdings, Inc. 0.0%
NSSC Napco Security… 0.0%
CPA Copa Holdings, S.A. 0.0%
IVVB 0.0%
CXW CoreCivic, Inc. 0.0%
PRM Perimeter Solutions… 0.0%
CELC Celcuity Inc. 0.0%
TOV 0.0%

Distinctively Commonwealth Equity…

XONA.DE Exxon Mobil… 0.3%
FLCG 0.3%
FSMD Fidelity Small-Mid… 0.2%
SDVY First Trust SMID Cap… 0.2%
FMDE Fidelity Enhanced Mid… 0.2%
RECS Columbia Research… 0.2%
JHMM John Hancock… 0.2%
PULS PGIM Ultra Short Bond… 0.1%
XMHQ Invesco S&P MidCap… 0.1%
CORO iShares International… 0.1%
FFLG 0.1%
FFLC 0.1%
IAGG iShares Core… 0.1%
DFCF Dimensional - Core… 0.1%
BKDV BNY Mellon Dynamic… 0.1%
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