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Compare Managers

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

Creative Planning ⇄ Corient Private Wealth LP

60Shared positions
59.0%Name overlap (Jaccard)
15+Only Creative…
15+Only Corient…

Shared holdings · Q2 2026

SecurityCreative Planning weightCorient Private… weight
IVV iShares Core S&P 500 ETF 10.8% 4.6%
VEA Vanguard FTSE Developed… 4.9% 3.4%
BND Vanguard Total Bond… 5.6% 0.6%
AAPL Apple Inc. 2.1% 3.8%
SPDW State Street SPDR… 4.3% 0.1%
NVDA NVIDIA Corporation 1.7% 2.6%
SPMD State Street SPDR… 4.0% 0.0%
IEMG iShares Core MSCI… 3.8% 0.2%
MSFT Microsoft Corporation 0.9% 2.6%
VOO Vanguard S&P 500 ETF 0.7% 2.6%
SPY State Street SPDR S&P 500… 1.3% 1.4%
AMZN Amazon.com, Inc. 0.7% 2.0%
GOOG Alphabet Inc. 0.4% 2.2%
GOOGL Alphabet Inc. 0.7% 1.9%
VV Vanguard Morningstar… 2.4% 0.1%
BSV Vanguard Short-Term Bond… 2.0% 0.4%
VTI Vanguard Morningstar… 1.3% 0.9%
AVGO Broadcom Inc. 0.4% 1.7%
BRK-B Berkshire Hathaway Inc. 0.8% 1.1%
SPYM State Street SPDR… 1.8% 0.0%
VO Vanguard Morningstar… 1.5% 0.2%
AVDV Avantis International… 1.5% 0.1%
JPM JPMorgan Chase & Co. 0.3% 1.4%
AVUV Avantis U.S. Small Cap… 1.6% 0.1%
SCHX Schwab U.S. Large-Cap ETF 1.4% 0.2%
VCIT Vanguard… 1.3% 0.2%
SCHF Schwab International… 0.7% 0.7%
DFAS Dimensional - US Small… 1.3% 0.1%
XLRE State Street Real Estate… 1.3% 0.0%
VWO Vanguard FTSE Emerging… 0.6% 0.7%
LLY Eli Lilly and Company 0.3% 1.0%
COST Costco Wholesale… 0.2% 0.9%
VTEB Vanguard Tax-Exempt Bond… 0.8% 0.3%
VGIT Vanguard… 0.7% 0.4%
JNJ Johnson & Johnson 0.2% 0.9%
META Meta Platforms, Inc. 0.3% 0.7%
MUB iShares National Muni… 0.9% 0.1%
SPSB State Street SPDR… 1.0% 0.0%
IDEV iShares Core MSCI… 1.0% 0.0%
CAT Caterpillar Inc. 0.2% 0.7%
AGG iShares Core U.S.… 0.8% 0.1%
V Visa Inc. 0.2% 0.7%
VUG Vanguard Morningstar… 0.1% 0.8%
ABBV AbbVie Inc. 0.2% 0.7%
QQQ Invesco QQQ Trust, Series… 0.3% 0.5%
IJH iShares Core S&P Mid-Cap… 0.2% 0.6%
VNQ Vanguard Real Estate ETF 0.7% 0.1%
LRCX Lam Research Corporation 0.2% 0.6%
TSLA Tesla, Inc. 0.3% 0.5%
MU Micron Technology, Inc. 0.3% 0.4%
SPEM State Street SPDR… 0.6% 0.1%
XONA.DE Exxon Mobil Corporation 0.2% 0.5%
AMD Advanced Micro Devices… 0.3% 0.5%
DFAT Dimensional - US Targeted… 0.5% 0.2%
SCHM Schwab U.S. Mid-Cap ETF 0.6% 0.0%
ASML ASML Holding N.V. 0.1% 0.6%
HD The Home Depot, Inc. 0.1% 0.5%
VIG Vanguard Dividend… 0.2% 0.5%
CVX Chevron Corporation 0.1% 0.5%
AMAT Applied Materials, Inc. 0.3% 0.3%

Distinctively Creative Planning

IGOV 0.0%
GEL Genesis Energy, L.P. 0.0%
FLV 0.0%
ONEY 0.0%
BWX 0.0%
IDLV 0.0%
TCHP T. Rowe Price Blue… 0.0%
SPGP Invesco S&P 500 GARP… 0.0%
MRX Marex Group Limited 0.0%
FALN iShares Fallen Angels… 0.0%
VCEB 0.0%
PAUG 0.0%
GSY Invesco Ultra Short… 0.0%
NWPX NWPX Infrastructure… 0.0%
WMK Weis Markets, Inc. 0.0%

Distinctively Corient Private…

WINN 0.2%
ACIO 0.1%
NRP Natural Resource… 0.1%
PWRL 0.1%
DRSK 0.1%
UBND 0.0%
OSCV 0.0%
NCDL 0.0%
JSI 0.0%
OSEA 0.0%
FSMB 0.0%
FVR 0.0%
TMSL T. Rowe Price… 0.0%
AMID 0.0%
DFSU 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