Compare Managers
Two portfolios, one map: the overlap, the shared conviction, and what each holds that the other does not.
Creative Planning ⇄ Wealth Enhancement Advisory Services, Llc
0Shared positions
0.0%Name overlap (Jaccard)
0+Only Creative…
15+Only Wealth…
Shared holdings · Q3 2026
| Security | Creative Planning weight | Wealth Enhancement… weight |
|---|---|---|
| No shared common-stock positions this quarter. | ||
Distinctively Creative Planning
Distinctively Wealth Enhancement…
| IVV iShares Core S&P 500… | 5.9% |
| AAPL Apple Inc. | 3.3% |
| SMTH ALPS Funds Smith Core… | 2.7% |
| NVDA NVIDIA Corporation | 2.5% |
| MSFT Microsoft Corporation | 2.3% |
| AGG iShares Core U.S.… | 2.0% |
| VWO Vanguard FTSE… | 1.4% |
| FNDF Schwab Fundamental… | 1.4% |
| AVLV Avantis U.S. Large… | 1.4% |
| AMZN Amazon.com, Inc. | 1.4% |
| USVM VictoryShares US… | 1.3% |
| GOOGL Alphabet Inc. | 1.3% |
| JMOM JPMorgan U.S.… | 1.3% |
| IMTM iShares MSCI Intl… | 1.1% |
| GOVT iShares U.S. Treasury… | 1.0% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q3 2026. Reported longs only; hedges and non-13F assets are invisible. Methodology