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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 ⇄ Wealth Enhancement Advisory Services, Llc

60Shared positions
67.5%Name overlap (Jaccard)
15+Only Mercer Global…
15+Only Wealth…

Shared holdings · Q2 2026

SecurityMercer Global… weightWealth Enhancement… weight
AGG iShares Core U.S.… 5.5% 2.7%
IVV iShares Core S&P 500 ETF 1.2% 6.1%
AAPL Apple Inc. 2.5% 3.1%
VOO Vanguard S&P 500 ETF 4.6% 0.7%
BSV Vanguard Short-Term Bond… 4.9% 0.0%
DFAC Dimensional - US Core… 4.0% 0.2%
NVDA NVIDIA Corporation 1.9% 2.2%
MTUM iShares MSCI USA Momentum… 3.4% 0.3%
VEA Vanguard FTSE Developed… 3.2% 0.3%
DFUV Dimensional - US… 2.9% 0.2%
IMTM iShares MSCI Intl… 1.7% 1.2%
DUHP Dimensional - US High… 2.7% 0.1%
VWO Vanguard FTSE Emerging… 1.2% 1.5%
MSFT Microsoft Corporation 1.0% 1.6%
BNDX Vanguard Total… 2.4% 0.0%
AMZN Amazon.com, Inc. 0.7% 1.3%
GOOGL Alphabet Inc. 0.7% 1.2%
DFIC Dimensional -… 1.9% 0.0%
DFIV Dimensional -… 1.6% 0.1%
MU Micron Technology, Inc. 0.6% 1.0%
DIHP Dimensional International… 1.5% 0.0%
MUB iShares National Muni… 1.4% 0.1%
FNDF Schwab Fundamental… 0.0% 1.4%
AVLV Avantis U.S. Large Cap… 0.0% 1.4%
SUB iShares Short-Term… 1.4% 0.0%
VB Vanguard Morningstar… 1.3% 0.1%
AVSC Avantis U.S. Small Cap… 1.4% 0.0%
AVEM Avantis Emerging Markets… 1.2% 0.1%
GOOG Alphabet Inc. 0.7% 0.6%
SPY State Street SPDR S&P 500… 0.5% 0.7%
AVGO Broadcom Inc. 0.6% 0.6%
VTI Vanguard Morningstar… 0.7% 0.4%
JPM JPMorgan Chase & Co. 0.4% 0.7%
JNJ Johnson & Johnson 0.3% 0.7%
GOVT iShares U.S. Treasury… 0.0% 1.0%
BRK-B Berkshire Hathaway Inc. 0.4% 0.6%
SCHX Schwab U.S. Large-Cap ETF 0.4% 0.6%
USMV iShares MSCI USA Min Vol… 0.1% 0.8%
QQQ Invesco QQQ Trust, Series… 0.4% 0.5%
SPHQ Invesco S&P 500 Quality… 0.0% 0.9%
LRCX Lam Research Corporation 0.3% 0.5%
IEFA iShares Core MSCI EAFE ETF 0.5% 0.3%
VTEB Vanguard Tax-Exempt Bond… 0.7% 0.1%
AVDE Avantis International… 0.0% 0.8%
AMAT Applied Materials, Inc. 0.3% 0.5%
XONA.DE Exxon Mobil Corporation 0.3% 0.5%
META Meta Platforms, Inc. 0.4% 0.4%
WMT Walmart Inc. 0.3% 0.4%
VIG Vanguard Dividend… 0.2% 0.5%
VTV Vanguard Morningstar… 0.2% 0.5%
VYM Vanguard High Dividend… 0.6% 0.1%
IJR iShares Core S&P… 0.3% 0.4%
LLY Eli Lilly and Company 0.3% 0.3%
VUG Vanguard Morningstar… 0.2% 0.4%
IWB iShares Russell 1000 ETF 0.4% 0.2%
CSCO Cisco Systems, Inc. 0.2% 0.4%
TSLA Tesla, Inc. 0.3% 0.2%
VXF Vanguard Extended Market… 0.6% 0.0%
SCHF Schwab International… 0.3% 0.3%
DFUS Dimensional U.S. Equity… 0.4% 0.1%

Distinctively Mercer Global…

APGE Apogee Therapeutics… 0.2%
PWZ 0.1%
BGRN 0.1%
AGGY 0.1%
IBTJ 0.1%
IBMQ 0.1%
IBMP 0.1%
IBMS 0.1%
IBMR 0.1%
IBMO 0.1%
AVXC 0.0%
CVLC 0.0%
CAPR Capricor… 0.0%
ISHG 0.0%
BSJQ 0.0%

Distinctively Wealth Enhancement…

SMTH ALPS Funds Smith Core… 2.1%
USVM VictoryShares US… 1.4%
JMOM JPMorgan U.S.… 1.4%
UYLD Angel Oak Ultrashort… 0.8%
FLIA 0.4%
AUSF 0.2%
HELO JPMorgan Hedged… 0.2%
BRIF 0.2%
NBCM 0.2%
CTA 0.1%
TXUE 0.1%
FEGE 0.1%
ENDW 0.1%
CGBL Capital Group Core… 0.1%
WINN 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