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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 ⇄ LPL Financial LLC

60Shared positions
60.5%Name overlap (Jaccard)
15+Only Jones…
15+Only LPL Financial…

Shared holdings · Q2 2026

SecurityJones Financial… weightLPL Financial LLC weight
IVV iShares Core S&P 500 ETF 5.7% 2.5%
VUG Vanguard Morningstar… 7.3% 0.6%
SPYM State Street SPDR… 5.8% 1.3%
VOO Vanguard S&P 500 ETF 5.0% 1.0%
IEFA iShares Core MSCI EAFE ETF 4.3% 1.0%
AGG iShares Core U.S.… 4.4% 0.3%
IWR iShares Russell Mid-Cap… 4.4% 0.1%
VTV Vanguard Morningstar… 3.9% 0.6%
VO Vanguard Morningstar… 3.5% 0.3%
NVDA NVIDIA Corporation 1.2% 1.5%
VV Vanguard Morningstar… 2.6% 0.1%
AAPL Apple Inc. 1.1% 1.6%
IUSB iShares Core Universal… 1.6% 0.6%
VEA Vanguard FTSE Developed… 1.6% 0.5%
SPY State Street SPDR S&P 500… 0.3% 1.7%
QQQ Invesco QQQ Trust, Series… 0.2% 1.8%
IJR iShares Core S&P… 1.3% 0.5%
AMZN Amazon.com, Inc. 0.9% 0.9%
SCZ iShares MSCI EAFE… 1.8% 0.0%
MSFT Microsoft Corporation 0.9% 0.9%
GOOGL Alphabet Inc. 0.9% 0.7%
IWB iShares Russell 1000 ETF 1.4% 0.2%
IEMG iShares Core MSCI… 0.7% 0.9%
USHY iShares Broad USD High… 1.5% 0.0%
AVDV Avantis International… 1.4% 0.0%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.8%
CGDV Capital Group Dividend… 0.3% 0.9%
AVGO Broadcom Inc. 0.6% 0.6%
SPYG State Street SPDR… 0.1% 1.1%
IUSG iShares Core S&P U.S.… 0.5% 0.6%
VTI Vanguard Morningstar… 0.2% 0.9%
WT WisdomTree, Inc. 0.1% 0.9%
DFIS Dimensional -… 0.9% 0.0%
CGGR Capital Group Growth ETF 0.2% 0.6%
IVW iShares S&P 500 Growth ETF 0.2% 0.7%
GOVT iShares U.S. Treasury… 0.0% 0.8%
DYNF iShares U.S. Equity… 0.1% 0.7%
GOOG Alphabet Inc. 0.3% 0.5%
DGRO iShares Core Dividend… 0.4% 0.4%
IUSV iShares Core S&P U.S.… 0.4% 0.4%
SPYV State Street SPDR… 0.1% 0.7%
META Meta Platforms, Inc. 0.3% 0.4%
XLK State Street Technology… 0.1% 0.7%
RDVY First Trust Rising… 0.1% 0.6%
LLY Eli Lilly and Company 0.4% 0.3%
QUAL iShares MSCI USA Quality… 0.0% 0.7%
IJH iShares Core S&P Mid-Cap… 0.3% 0.4%
VONV Vanguard Russell 1000… 0.0% 0.6%
JPM JPMorgan Chase & Co. 0.3% 0.4%
MU Micron Technology, Inc. 0.2% 0.4%
AMD Advanced Micro Devices… 0.3% 0.3%
IWF iShares Russell 1000… 0.2% 0.4%
VIG Vanguard Dividend… 0.2% 0.4%
VONG Vanguard Russell 1000… 0.1% 0.5%
MBB iShares MBS ETF 0.0% 0.6%
TSM Taiwan Semiconductor… 0.3% 0.2%
IVE iShares S&P 500 Value ETF 0.1% 0.5%
BRK-B Berkshire Hathaway Inc. 0.2% 0.4%
CGUS Capital Group Core Equity… 0.2% 0.3%
VB Vanguard Morningstar… 0.3% 0.2%

Distinctively Jones Financial…

BUXX 0.0%
NVST Envista Holdings Corp 0.0%
ANDG 0.0%
AAMI Acadian Asset… 0.0%
FTWO 0.0%
NPKI NPK International Inc. 0.0%
BMEA 0.0%
QNTM 0.0%
DWTX 0.0%
TTGT TechTarget, Inc. 0.0%
TELO 0.0%
IBEX IBEX Limited 0.0%
SNGX 0.0%
VALU 0.0%
CRD-A 0.0%

Distinctively LPL Financial LLC

GSUS Goldman Sachs… 0.1%
BDYN iShares Dynamic… 0.1%
BBUS JPMorgan BetaBuilders… 0.1%
BDVL iShares Disciplined… 0.1%
BUFQ 0.1%
LMUB iShares Long-Term… 0.1%
GARP 0.1%
GCOR 0.1%
HELO JPMorgan Hedged… 0.1%
HYTR 0.1%
SFLR 0.1%
QTUM Defiance Quantum ETF 0.1%
FWD Alliance Bernstein -… 0.1%
VNLA Janus Henderson Short… 0.0%
CLIP 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