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Compare Managers

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Commonwealth Equity Services, Llc ⇄ LPL Financial LLC

60Shared positions
68.0%Name overlap (Jaccard)
15+Only Commonwealth…
15+Only LPL Financial…

Shared holdings · Q2 2026

SecurityCommonwealth Equity… weightLPL Financial LLC weight
IVV iShares Core S&P 500 ETF 2.5% 2.5%
AAPL Apple Inc. 3.1% 1.6%
NVDA NVIDIA Corporation 2.2% 1.5%
QQQ Invesco QQQ Trust, Series… 1.5% 1.8%
SPY State Street SPDR S&P 500… 1.4% 1.7%
MSFT Microsoft Corporation 1.4% 0.9%
VOO Vanguard S&P 500 ETF 1.1% 1.0%
AMZN Amazon.com, Inc. 1.2% 0.9%
VEA Vanguard FTSE Developed… 1.5% 0.5%
VTI Vanguard Morningstar… 0.9% 0.9%
CGDV Capital Group Dividend… 0.8% 0.9%
GOOGL Alphabet Inc. 0.9% 0.7%
VUG Vanguard Morningstar… 1.0% 0.6%
IWF iShares Russell 1000… 1.0% 0.4%
CGGR Capital Group Growth ETF 0.8% 0.6%
SPYM State Street SPDR… 0.2% 1.3%
IEFA iShares Core MSCI EAFE ETF 0.3% 1.0%
SPYG State Street SPDR… 0.3% 1.1%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.8%
VTV Vanguard Morningstar… 0.7% 0.6%
WT WisdomTree, Inc. 0.4% 0.9%
RDVY First Trust Rising… 0.6% 0.6%
IVW iShares S&P 500 Growth ETF 0.5% 0.7%
GOOG Alphabet Inc. 0.7% 0.5%
DYNF iShares U.S. Equity… 0.4% 0.7%
IEMG iShares Core MSCI… 0.2% 0.9%
BRK-B Berkshire Hathaway Inc. 0.7% 0.4%
VIG Vanguard Dividend… 0.7% 0.4%
XLK State Street Technology… 0.4% 0.7%
DGRO iShares Core Dividend… 0.7% 0.4%
AVGO Broadcom Inc. 0.5% 0.6%
IJR iShares Core S&P… 0.5% 0.5%
JPM JPMorgan Chase & Co. 0.6% 0.4%
QUAL iShares MSCI USA Quality… 0.3% 0.7%
GOVT iShares U.S. Treasury… 0.1% 0.8%
SPYV State Street SPDR… 0.2% 0.7%
LLY Eli Lilly and Company 0.5% 0.3%
VONV Vanguard Russell 1000… 0.2% 0.6%
IUSB iShares Core Universal… 0.2% 0.6%
BUFR FT Vest Laddered Buffer… 0.4% 0.4%
VONG Vanguard Russell 1000… 0.3% 0.5%
IJH iShares Core S&P Mid-Cap… 0.4% 0.4%
SPDW State Street SPDR… 0.4% 0.4%
IUSG iShares Core S&P U.S.… 0.2% 0.6%
MU Micron Technology, Inc. 0.4% 0.4%
IVE iShares S&P 500 Value ETF 0.3% 0.5%
META Meta Platforms, Inc. 0.4% 0.4%
TSLA Tesla, Inc. 0.4% 0.3%
GLD SPDR Gold Shares 0.4% 0.4%
IWD iShares Russell 1000… 0.5% 0.2%
VYM Vanguard High Dividend… 0.5% 0.3%
CAT Caterpillar Inc. 0.4% 0.3%
MUB iShares National Muni… 0.4% 0.3%
JNJ Johnson & Johnson 0.4% 0.3%
VWO Vanguard FTSE Emerging… 0.4% 0.2%
MBB iShares MBS ETF 0.1% 0.6%
VO Vanguard Morningstar… 0.4% 0.3%
DFAC Dimensional - US Core… 0.5% 0.2%
AMD Advanced Micro Devices… 0.3% 0.3%
RSP Invesco S&P 500 Equal… 0.3% 0.3%

Distinctively Commonwealth Equity…

CVLC 0.1%
FFSM Fidelity Fundamental… 0.1%
ACYN 0.1%
NIQ NIQ Global… 0.0%
RSSB 0.0%
CAIE 0.0%
RSST 0.0%
BASG 0.0%
EALT 0.0%
MKTN 0.0%
FEUS 0.0%
NBN 0.0%
CSRE 0.0%
BWFG 0.0%
APYX 0.0%

Distinctively LPL Financial LLC

BUYW 0.1%
HYTR 0.1%
BFLX 0.0%
LRGG 0.0%
JUSA 0.0%
HYFI 0.0%
ECON 0.0%
FISR 0.0%
XSOE 0.0%
MODL 0.0%
TDI 0.0%
CPLS 0.0%
TIPX State Street SPDR… 0.0%
CERY 0.0%
EXUS 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