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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 ⇄ Wells Fargo & Company/Mn

60Shared positions
67.2%Name overlap (Jaccard)
15+Only Jones…
15+Only Wells Fargo &…

Shared holdings · Q2 2026

SecurityJones Financial… weightWells Fargo &… weight
IVV iShares Core S&P 500 ETF 5.7% 2.7%
VUG Vanguard Morningstar… 7.3% 0.4%
SPYM State Street SPDR… 5.8% 0.1%
IEFA iShares Core MSCI EAFE ETF 4.3% 1.5%
VOO Vanguard S&P 500 ETF 5.0% 0.8%
AGG iShares Core U.S.… 4.4% 1.1%
IWR iShares Russell Mid-Cap… 4.4% 0.9%
VO Vanguard Morningstar… 3.5% 1.5%
VTV Vanguard Morningstar… 3.9% 0.3%
AAPL Apple Inc. 1.1% 3.0%
NVDA NVIDIA Corporation 1.2% 2.0%
MSFT Microsoft Corporation 0.9% 2.2%
GOOGL Alphabet Inc. 0.9% 1.8%
VV Vanguard Morningstar… 2.6% 0.1%
AMZN Amazon.com, Inc. 0.9% 1.4%
VEA Vanguard FTSE Developed… 1.6% 0.7%
AVGO Broadcom Inc. 0.6% 1.7%
IUSB iShares Core Universal… 1.6% 0.4%
ITOT iShares Core S&P Total… 0.1% 1.9%
IEMG iShares Core MSCI… 0.7% 1.3%
USHY iShares Broad USD High… 1.5% 0.5%
SPY State Street SPDR S&P 500… 0.3% 1.6%
SCZ iShares MSCI EAFE… 1.8% 0.0%
IJR iShares Core S&P… 1.3% 0.4%
JPM JPMorgan Chase & Co. 0.3% 1.3%
IWB iShares Russell 1000 ETF 1.4% 0.1%
GOOG Alphabet Inc. 0.3% 1.1%
AVDV Avantis International… 1.4% 0.0%
LLY Eli Lilly and Company 0.4% 1.0%
META Meta Platforms, Inc. 0.3% 1.0%
V Visa Inc. 0.3% 0.8%
QQQ Invesco QQQ Trust, Series… 0.2% 0.9%
IJH iShares Core S&P Mid-Cap… 0.3% 0.8%
JNJ Johnson & Johnson 0.2% 0.8%
AMD Advanced Micro Devices… 0.3% 0.6%
CSCO Cisco Systems, Inc. 0.1% 0.8%
DFIS Dimensional -… 0.9% 0.0%
XLK State Street Technology… 0.1% 0.8%
MU Micron Technology, Inc. 0.2% 0.6%
IWM iShares Russell 2000 ETF 0.1% 0.6%
TSM Taiwan Semiconductor… 0.3% 0.4%
ADI Analog Devices, Inc. 0.1% 0.6%
GSLC Goldman Sachs ActiveBeta… 0.0% 0.7%
WMT Walmart Inc. 0.1% 0.6%
CVX Chevron Corporation 0.1% 0.5%
VIG Vanguard Dividend… 0.2% 0.4%
COST Costco Wholesale… 0.1% 0.5%
LRCX Lam Research Corporation 0.1% 0.6%
VB Vanguard Morningstar… 0.3% 0.3%
IWF iShares Russell 1000… 0.2% 0.4%
BRK-B Berkshire Hathaway Inc. 0.2% 0.4%
IWS iShares Russell Mid-Cap… 0.5% 0.1%
EFA iShares MSCI EAFE ETF 0.3% 0.3%
LIN Linde plc 0.2% 0.3%
GE GE Aerospace 0.1% 0.4%
VWO Vanguard FTSE Emerging… 0.1% 0.4%
IVW iShares S&P 500 Growth ETF 0.2% 0.4%
IUSG iShares Core S&P U.S.… 0.5% 0.0%
DGRO iShares Core Dividend… 0.4% 0.1%
VTI Vanguard Morningstar… 0.2% 0.4%

Distinctively Jones Financial…

TRFK 0.0%
MFSV 0.0%
FEGE 0.0%
MFSB 0.0%
FEOE 0.0%
HFGO 0.0%
BUXX 0.0%
TEQI 0.0%
HTAB 0.0%
TPIF 0.0%
HSUN 0.0%
FFOG 0.0%
PJFG 0.0%
MFSM 0.0%
PSDM 0.0%

Distinctively Wells Fargo &…

HGER Harbor Commodity… 0.1%
HONA Honeywell Aerospace… 0.1%
BDYN iShares Dynamic… 0.0%
CMDT 0.0%
VNLA Janus Henderson Short… 0.0%
BDVL iShares Disciplined… 0.0%
CARY 0.0%
PREF Principal Spectrum… 0.0%
GSUS Goldman Sachs… 0.0%
FPX 0.0%
JMBS Janus Henderson… 0.0%
USMC Principal U.S.… 0.0%
CGIB 0.0%
BFLX 0.0%
MLPB 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