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Compare Managers

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

Focus Partners Wealth ⇄ Commonwealth Equity Services, Llc

60Shared positions
44.9%Name overlap (Jaccard)
15+Only Focus…
15+Only Commonwealth…

Shared holdings · Q2 2026

SecurityFocus Partners… weightCommonwealth Equity… weight
AAPL Apple Inc. 3.0% 3.1%
NVDA NVIDIA Corporation 2.6% 2.2%
IVV iShares Core S&P 500 ETF 1.9% 2.5%
MSFT Microsoft Corporation 1.9% 1.4%
SPY State Street SPDR S&P 500… 1.7% 1.4%
VOO Vanguard S&P 500 ETF 1.9% 1.1%
AMZN Amazon.com, Inc. 1.7% 1.2%
XLK State Street Technology… 2.5% 0.4%
GOOGL Alphabet Inc. 1.5% 0.9%
DFAC Dimensional - US Core… 1.9% 0.5%
VEA Vanguard FTSE Developed… 0.9% 1.5%
GOOG Alphabet Inc. 1.4% 0.7%
VTI Vanguard Morningstar… 1.0% 0.9%
IWF iShares Russell 1000… 0.7% 1.0%
ITOT iShares Core S&P Total… 1.4% 0.3%
VTV Vanguard Morningstar… 1.0% 0.7%
QQQ Invesco QQQ Trust, Series… 0.0% 1.5%
JPM JPMorgan Chase & Co. 1.0% 0.6%
AVGO Broadcom Inc. 1.0% 0.5%
BRK-B Berkshire Hathaway Inc. 0.7% 0.7%
VUG Vanguard Morningstar… 0.4% 1.0%
AMD Advanced Micro Devices… 0.8% 0.3%
META Meta Platforms, Inc. 0.6% 0.4%
DFIV Dimensional -… 1.0% 0.0%
AVUV Avantis U.S. Small Cap… 0.8% 0.1%
DFUS Dimensional U.S. Equity… 0.8% 0.2%
DUHP Dimensional - US High… 0.9% 0.0%
VGIT Vanguard… 0.9% 0.0%
DFAT Dimensional - US Targeted… 0.9% 0.0%
LRCX Lam Research Corporation 0.7% 0.2%
CGDV Capital Group Dividend… 0.0% 0.8%
WT WisdomTree, Inc. 0.5% 0.4%
CGGR Capital Group Growth ETF 0.0% 0.8%
IXUS iShares Core MSCI Total… 0.7% 0.2%
V Visa Inc. 0.6% 0.3%
IWB iShares Russell 1000 ETF 0.8% 0.1%
VIG Vanguard Dividend… 0.2% 0.7%
VGT Vanguard Information… 0.6% 0.2%
MU Micron Technology, Inc. 0.5% 0.4%
DFUV Dimensional - US… 0.8% 0.0%
IWD iShares Russell 1000… 0.4% 0.5%
LLY Eli Lilly and Company 0.3% 0.5%
IVW iShares S&P 500 Growth ETF 0.3% 0.5%
JNJ Johnson & Johnson 0.4% 0.4%
COST Costco Wholesale… 0.3% 0.4%
DGRO iShares Core Dividend… 0.1% 0.7%
CAT Caterpillar Inc. 0.3% 0.4%
IJR iShares Core S&P… 0.3% 0.5%
TSLA Tesla, Inc. 0.3% 0.4%
RSP Invesco S&P 500 Equal… 0.3% 0.3%
WMT Walmart Inc. 0.4% 0.3%
VWO Vanguard FTSE Emerging… 0.2% 0.4%
IEFA iShares Core MSCI EAFE ETF 0.3% 0.3%
XLF State Street Financial… 0.5% 0.1%
IJH iShares Core S&P Mid-Cap… 0.2% 0.4%
QUAL iShares MSCI USA Quality… 0.3% 0.3%
PG The Procter & Gamble… 0.3% 0.3%
DIHP Dimensional International… 0.6% 0.0%
JAAA Janus Henderson AAA CLO… 0.5% 0.1%
DFAX Dimensional World ex U.S.… 0.4% 0.2%

Distinctively Focus Partners Wealth

EQTY Kovitz Core Equity ETF 1.3%
BSVO EA Bridgeway Omni… 1.1%
SUNB Sunbelt Rentals… 0.2%
KAT 0.1%
HAYW Hayward Holdings, Inc. 0.1%
RYAN Ryan Specialty… 0.0%
PRM Perimeter Solutions… 0.0%
XONE 0.0%
TW Tradeweb Markets Inc. 0.0%
GNMA 0.0%
SBLK Star Bulk Carriers… 0.0%
SPE-PC 0.0%
GNK Genco Shipping &… 0.0%
RUNN 0.0%
CELC Celcuity Inc. 0.0%

Distinctively Commonwealth Equity…

PVAL Putnam Focused Large… 0.5%
BUFR FT Vest Laddered… 0.4%
FLCG 0.3%
FSMD Fidelity Small-Mid… 0.2%
FMDE Fidelity Enhanced Mid… 0.2%
FESM Fidelity Enhanced… 0.1%
CGXU Capital Group… 0.1%
AIRR First Trust RBA… 0.1%
CORO iShares International… 0.1%
CGDG Capital Group… 0.1%
FFLG 0.1%
FFLC 0.1%
NULG Nuveen ESG Large-Cap… 0.1%
CGMU Capital Group… 0.1%
FTSM First Trust Enhanced… 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