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Compare Managers

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

Mercer Global Advisors Inc /Adv ⇄ Focus Partners Wealth

60Shared positions
54.8%Name overlap (Jaccard)
15+Only Mercer Global…
15+Only Focus…

Shared holdings · Q2 2026

SecurityMercer Global… weightFocus Partners… weight
VOO Vanguard S&P 500 ETF 4.6% 1.9%
DFAC Dimensional - US Core… 4.0% 1.9%
AGG iShares Core U.S.… 5.5% 0.1%
AAPL Apple Inc. 2.5% 3.0%
BSV Vanguard Short-Term Bond… 4.9% 0.2%
NVDA NVIDIA Corporation 1.9% 2.6%
VEA Vanguard FTSE Developed… 3.2% 0.9%
DFUV Dimensional - US… 2.9% 0.8%
DUHP Dimensional - US High… 2.7% 0.9%
MTUM iShares MSCI USA Momentum… 3.4% 0.0%
IVV iShares Core S&P 500 ETF 1.2% 1.9%
MSFT Microsoft Corporation 1.0% 1.9%
XLK State Street Technology… 0.2% 2.5%
DFIV Dimensional -… 1.6% 1.0%
AMZN Amazon.com, Inc. 0.7% 1.7%
BNDX Vanguard Total… 2.4% 0.0%
GOOGL Alphabet Inc. 0.7% 1.5%
SPY State Street SPDR S&P 500… 0.5% 1.7%
DIHP Dimensional International… 1.5% 0.6%
GOOG Alphabet Inc. 0.7% 1.4%
DFIC Dimensional -… 1.9% 0.1%
VTI Vanguard Morningstar… 0.7% 1.0%
IMTM iShares MSCI Intl… 1.7% 0.0%
ITOT iShares Core S&P Total… 0.2% 1.4%
AVGO Broadcom Inc. 0.6% 1.0%
MUB iShares National Muni… 1.4% 0.1%
SUB iShares Short-Term… 1.4% 0.1%
VWO Vanguard FTSE Emerging… 1.2% 0.2%
AVSC Avantis U.S. Small Cap… 1.4% 0.0%
VB Vanguard Morningstar… 1.3% 0.1%
JPM JPMorgan Chase & Co. 0.4% 1.0%
AVEM Avantis Emerging Markets… 1.2% 0.2%
DFUS Dimensional U.S. Equity… 0.4% 0.8%
IWB iShares Russell 1000 ETF 0.4% 0.8%
AMD Advanced Micro Devices… 0.3% 0.8%
VTV Vanguard Morningstar… 0.2% 1.0%
BSVO EA Bridgeway Omni… 0.0% 1.1%
BRK-B Berkshire Hathaway Inc. 0.4% 0.7%
LRCX Lam Research Corporation 0.3% 0.7%
DFAT Dimensional - US Targeted… 0.1% 0.9%
MU Micron Technology, Inc. 0.6% 0.5%
META Meta Platforms, Inc. 0.4% 0.6%
VGIT Vanguard… 0.0% 0.9%
IWF iShares Russell 1000… 0.3% 0.7%
AVUV Avantis U.S. Small Cap… 0.0% 0.8%
VGT Vanguard Information… 0.2% 0.6%
IEFA iShares Core MSCI EAFE ETF 0.5% 0.3%
VXF Vanguard Extended Market… 0.6% 0.2%
VTEB Vanguard Tax-Exempt Bond… 0.7% 0.1%
V Visa Inc. 0.2% 0.6%
IXUS iShares Core MSCI Total… 0.1% 0.7%
JNJ Johnson & Johnson 0.3% 0.4%
WT WisdomTree, Inc. 0.2% 0.5%
WMT Walmart Inc. 0.3% 0.4%
VYM Vanguard High Dividend… 0.6% 0.1%
QUAL iShares MSCI USA Quality… 0.3% 0.3%
TSLA Tesla, Inc. 0.3% 0.3%
XLF State Street Financial… 0.1% 0.5%
KLAC KLA Corporation 0.2% 0.4%
LLY Eli Lilly and Company 0.3% 0.3%

Distinctively Mercer Global…

DFCA 0.5%
APGE Apogee Therapeutics… 0.2%
SUSL 0.1%
PWZ 0.1%
BGRN 0.1%
AGGY 0.1%
DFSB 0.1%
IBMR 0.1%
SHYD 0.0%
KTOS Kratos Defense &… 0.0%
TDY Teledyne Technologies… 0.0%
IDMO Invesco S&P… 0.0%
CPK Chesapeake Utilities… 0.0%
CAPR Capricor… 0.0%
PWR Quanta Services, Inc. 0.0%

Distinctively Focus Partners Wealth

EQTY Kovitz Core Equity ETF 1.3%
IYZ 0.1%
QLTY 0.1%
GSST 0.1%
ISCG 0.1%
HELO JPMorgan Hedged… 0.1%
UYLD Angel Oak Ultrashort… 0.1%
AVES 0.0%
XONE 0.0%
CLOZ 0.0%
JSI 0.0%
VGSR 0.0%
GNMA 0.0%
JAVA JPMorgan Active Value… 0.0%
FLMI 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