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Compare Managers

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

Cerity Partners LLC ⇄ Bank Of America Corp /De/

60Shared positions
53.9%Name overlap (Jaccard)
15+Only Cerity…
15+Only Bank Of…

Shared holdings · Q2 2026

SecurityCerity Partners LLC weightBank Of America… weight
NVDA NVIDIA Corporation 3.3% 2.5%
AAPL Apple Inc. 3.4% 2.4%
VOO Vanguard S&P 500 ETF 4.4% 1.2%
MSFT Microsoft Corporation 1.9% 1.8%
IVV iShares Core S&P 500 ETF 2.5% 1.1%
SPY State Street SPDR S&P 500… 2.0% 1.5%
GOOGL Alphabet Inc. 1.6% 1.7%
AMZN Amazon.com, Inc. 1.5% 1.4%
AVGO Broadcom Inc. 1.4% 1.5%
VEA Vanguard FTSE Developed… 1.9% 0.9%
IEFA iShares Core MSCI EAFE ETF 1.4% 1.3%
VTV Vanguard Morningstar… 0.5% 1.9%
VUG Vanguard Morningstar… 0.6% 1.9%
JPM JPMorgan Chase & Co. 0.8% 1.5%
GOOG Alphabet Inc. 1.5% 0.7%
LLY Eli Lilly and Company 1.1% 0.9%
IEMG iShares Core MSCI… 0.7% 1.2%
META Meta Platforms, Inc. 0.9% 0.8%
AGG iShares Core U.S.… 1.2% 0.4%
IWF iShares Russell 1000… 0.7% 0.9%
QQQ Invesco QQQ Trust, Series… 0.7% 0.8%
VTI Vanguard Morningstar… 1.0% 0.3%
PG The Procter & Gamble… 1.1% 0.2%
VGT Vanguard Information… 0.3% 0.9%
MU Micron Technology, Inc. 0.4% 0.8%
QUAL iShares MSCI USA Quality… 1.0% 0.1%
RSP Invesco S&P 500 Equal… 0.7% 0.3%
V Visa Inc. 0.5% 0.5%
IDEV iShares Core MSCI… 0.7% 0.3%
IJR iShares Core S&P… 0.6% 0.3%
JNJ Johnson & Johnson 0.6% 0.4%
VO Vanguard Morningstar… 0.6% 0.4%
IWD iShares Russell 1000… 0.2% 0.7%
AMD Advanced Micro Devices… 0.5% 0.5%
COST Costco Wholesale… 0.5% 0.4%
VWO Vanguard FTSE Emerging… 0.3% 0.6%
PANW Palo Alto Networks, Inc. 0.4% 0.5%
IWM iShares Russell 2000 ETF 0.2% 0.7%
WMT Walmart Inc. 0.4% 0.5%
XONA.DE Exxon Mobil Corporation 0.3% 0.6%
IJH iShares Core S&P Mid-Cap… 0.6% 0.3%
TSM Taiwan Semiconductor… 0.4% 0.5%
TSLA Tesla, Inc. 0.3% 0.5%
VONG Vanguard Russell 1000… 0.2% 0.6%
BRK-B Berkshire Hathaway Inc. 0.5% 0.3%
VB Vanguard Morningstar… 0.3% 0.4%
GOVT iShares U.S. Treasury… 0.0% 0.7%
CSCO Cisco Systems, Inc. 0.4% 0.4%
CAT Caterpillar Inc. 0.4% 0.4%
ABBV AbbVie Inc. 0.4% 0.3%
HD The Home Depot, Inc. 0.3% 0.4%
VGIT Vanguard… 0.4% 0.3%
SPYM State Street SPDR… 0.4% 0.3%
SCHX Schwab U.S. Large-Cap ETF 0.7% 0.0%
VCIT Vanguard… 0.0% 0.6%
GS The Goldman Sachs Group… 0.2% 0.4%
IUSG iShares Core S&P U.S.… 0.0% 0.6%
KLAC KLA Corporation 0.4% 0.3%
SGOV iShares 0-3 Month… 0.6% 0.1%
IUSV iShares Core S&P U.S.… 0.0% 0.6%

Distinctively Cerity Partners LLC

SWAN 0.1%
CORO iShares International… 0.1%
ISWN 0.0%
BAPR 0.0%
POCT 0.0%
AVNM 0.0%
GCAL 0.0%
FISR 0.0%
IALT iShares Systematic… 0.0%
GGOV iShares Global… 0.0%
BDEC 0.0%
BNOV 0.0%
BSEP 0.0%
BJUL 0.0%
BOCT 0.0%

Distinctively Bank Of America Corp…

PVAL Putnam Focused Large… 0.1%
HYD VanEck High Yield… 0.1%
JMTG JPMorgan… 0.0%
CALF Pacer US Small Cap… 0.0%
JMBS Janus Henderson… 0.0%
BGIG 0.0%
SDVY First Trust SMID Cap… 0.0%
FUTY Fidelity MSCI… 0.0%
CRUX Columbia Core Bond ETF 0.0%
HYLB Xtrackers USD High… 0.0%
GCOW Pacer Global Cash… 0.0%
SMIG Bahl & Gaynor… 0.0%
PTLC Pacer Trendpilot US… 0.0%
FREL 0.0%
FLGB 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