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Compare Managers

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

Jones Financial Companies Lllp ⇄ Cetera Investment Advisers

60Shared positions
55.2%Name overlap (Jaccard)
15+Only Jones…
15+Only Cetera…

Shared holdings · Q2 2026

SecurityJones Financial… weightCetera Investment… weight
IVV iShares Core S&P 500 ETF 5.7% 3.2%
VUG Vanguard Morningstar… 7.3% 1.1%
VOO Vanguard S&P 500 ETF 5.0% 1.4%
SPYM State Street SPDR… 5.8% 0.4%
AGG iShares Core U.S.… 4.4% 1.4%
VTV Vanguard Morningstar… 3.9% 1.6%
IEFA iShares Core MSCI EAFE ETF 4.3% 1.0%
IWR iShares Russell Mid-Cap… 4.4% 0.2%
VO Vanguard Morningstar… 3.5% 0.4%
AAPL Apple Inc. 1.1% 1.9%
NVDA NVIDIA Corporation 1.2% 1.8%
VV Vanguard Morningstar… 2.6% 0.1%
IUSB iShares Core Universal… 1.6% 0.6%
VEA Vanguard FTSE Developed… 1.6% 0.5%
AMZN Amazon.com, Inc. 0.9% 1.0%
MSFT Microsoft Corporation 0.9% 1.0%
SCZ iShares MSCI EAFE… 1.8% 0.1%
IJR iShares Core S&P… 1.3% 0.4%
QQQ Invesco QQQ Trust, Series… 0.2% 1.5%
GOOGL Alphabet Inc. 0.9% 0.7%
SPY State Street SPDR S&P 500… 0.3% 1.3%
USHY iShares Broad USD High… 1.5% 0.0%
IWB iShares Russell 1000 ETF 1.4% 0.1%
AVDV Avantis International… 1.4% 0.0%
VTI Vanguard Morningstar… 0.2% 1.2%
IEMG iShares Core MSCI… 0.7% 0.6%
VONG Vanguard Russell 1000… 0.1% 1.1%
AVGO Broadcom Inc. 0.6% 0.6%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.7%
CGDV Capital Group Dividend… 0.3% 0.8%
WT WisdomTree, Inc. 0.1% 0.8%
IWF iShares Russell 1000… 0.2% 0.7%
DFIS Dimensional -… 0.9% 0.0%
GOOG Alphabet Inc. 0.3% 0.5%
SCHD Schwab U.S. Dividend… 0.1% 0.7%
AMD Advanced Micro Devices… 0.3% 0.5%
IVW iShares S&P 500 Growth ETF 0.2% 0.6%
LLY Eli Lilly and Company 0.4% 0.4%
META Meta Platforms, Inc. 0.3% 0.4%
JPM JPMorgan Chase & Co. 0.3% 0.4%
MU Micron Technology, Inc. 0.2% 0.5%
IVE iShares S&P 500 Value ETF 0.1% 0.6%
DGRO iShares Core Dividend… 0.4% 0.2%
TSM Taiwan Semiconductor… 0.3% 0.3%
CGGR Capital Group Growth ETF 0.2% 0.5%
VB Vanguard Morningstar… 0.3% 0.3%
IWM iShares Russell 2000 ETF 0.1% 0.5%
BRK-B Berkshire Hathaway Inc. 0.2% 0.5%
VYM Vanguard High Dividend… 0.2% 0.4%
BND Vanguard Total Bond… 0.1% 0.5%
IUSG iShares Core S&P U.S.… 0.5% 0.1%
SCHG Schwab U.S. Large-Cap… 0.0% 0.6%
DYNF iShares U.S. Equity… 0.1% 0.5%
V Visa Inc. 0.3% 0.3%
VXUS Vanguard Total… 0.0% 0.5%
IWD iShares Russell 1000… 0.3% 0.3%
IJH iShares Core S&P Mid-Cap… 0.3% 0.3%
IWS iShares Russell Mid-Cap… 0.5% 0.1%
TSLA Tesla, Inc. 0.1% 0.4%
VIG Vanguard Dividend… 0.2% 0.3%

Distinctively Jones Financial…

VCRM 0.0%
AVIV 0.0%
SLS 0.0%
DFGP 0.0%
VPLS 0.0%
CLOI 0.0%
ALH Alliance Laundry… 0.0%
HFGO 0.0%
BUXX 0.0%
CRUX Columbia Core Bond ETF 0.0%
ROG Rogers Corporation 0.0%
AXTA Axalta Coating… 0.0%
BFOR 0.0%
MFSM 0.0%
EOT 0.0%

Distinctively Cetera Investment…

DFLV Dimensional - US… 0.2%
BDYN iShares Dynamic… 0.1%
HELO JPMorgan Hedged… 0.1%
RGLO 0.1%
BBUS JPMorgan BetaBuilders… 0.1%
BDVL iShares Disciplined… 0.1%
BUFQ 0.1%
SILJ Amplify Junior Silver… 0.1%
GSUS Goldman Sachs… 0.1%
GDXJ VanEck Junior Gold… 0.1%
PSFF 0.1%
LMUB iShares Long-Term… 0.1%
BALT 0.1%
GARP 0.1%
RAAX 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