Trade Filings

Antique route map of roads converging on a single obelisk crossroads

Gérant A Gérant B

Northwestern Mutual Wealth Management Co ⇄ Cetera Investment Advisers

60Positions communes

67.8%Chevauchement des noms (Jaccard)

15+Uniquement Northwestern…

15+Uniquement Cetera…

Participations communes · Q2 2026

Titre	Northwestern Mutual… pondération	Cetera Investment… pondération
IVV iShares Core S&P 500 ETF	14.0%	3.2%
BND Vanguard Total Bond…	5.5%	0.5%
IJH iShares Core S&P Mid-Cap…	5.5%	0.3%
SCHF Schwab International…	4.6%	0.1%
IJR iShares Core S&P…	3.5%	0.4%
SPY State Street SPDR S&P 500…	2.5%	1.3%
RSP Invesco S&P 500 Equal…	3.2%	0.2%
VEA Vanguard FTSE Developed…	2.5%	0.5%
IEFA iShares Core MSCI EAFE ETF	1.9%	1.0%
FBND Fidelity Total Bond ETF	2.5%	0.3%
QQQ Invesco QQQ Trust, Series…	1.2%	1.5%
VWO Vanguard FTSE Emerging…	2.5%	0.3%
VOO Vanguard S&P 500 ETF	1.2%	1.4%
AAPL Apple Inc.	0.6%	1.9%
NVDA NVIDIA Corporation	0.6%	1.8%
VTV Vanguard Morningstar…	0.6%	1.6%
AGG iShares Core U.S.…	0.7%	1.4%
TLT iShares 20+ Year Treasury…	1.8%	0.1%
IQLT iShares MSCI Intl Quality…	1.6%	0.2%
AVLV Avantis U.S. Large Cap…	1.6%	0.1%
VUG Vanguard Morningstar…	0.5%	1.1%
MSFT Microsoft Corporation	0.5%	1.0%
AMZN Amazon.com, Inc.	0.5%	1.0%
VO Vanguard Morningstar…	1.0%	0.4%
IEMG iShares Core MSCI…	0.9%	0.6%
CGDV Capital Group Dividend…	0.6%	0.8%
IUSB iShares Core Universal…	0.8%	0.6%
VTI Vanguard Morningstar…	0.2%	1.2%
QQQM Invesco NASDAQ 100 ETF	0.6%	0.7%
GOOGL Alphabet Inc.	0.4%	0.7%
VONG Vanguard Russell 1000…	0.0%	1.1%
VTEB Vanguard Tax-Exempt Bond…	1.0%	0.1%
VNQ Vanguard Real Estate ETF	0.9%	0.2%
DFIV Dimensional -…	1.0%	0.1%
DYNF iShares U.S. Equity…	0.6%	0.5%
SCHD Schwab U.S. Dividend…	0.2%	0.7%
WT WisdomTree, Inc.	0.1%	0.8%
MUB iShares National Muni…	0.5%	0.4%
IWF iShares Russell 1000…	0.2%	0.7%
AVGO Broadcom Inc.	0.2%	0.6%
VB Vanguard Morningstar…	0.5%	0.3%
CGGR Capital Group Growth ETF	0.3%	0.5%
SCHG Schwab U.S. Large-Cap…	0.2%	0.6%
GOOG Alphabet Inc.	0.2%	0.5%
IVW iShares S&P 500 Growth ETF	0.1%	0.6%
SPYM State Street SPDR…	0.3%	0.4%
IVE iShares S&P 500 Value ETF	0.0%	0.6%
GSLC Goldman Sachs ActiveBeta…	0.5%	0.1%
BIV Vanguard…	0.5%	0.1%
JPM JPMorgan Chase & Co.	0.2%	0.4%
VV Vanguard Morningstar…	0.5%	0.1%
META Meta Platforms, Inc.	0.2%	0.4%
SCHX Schwab U.S. Large-Cap ETF	0.6%	0.0%
SCHH Schwab U.S. REIT ETF	0.6%	0.0%
PVAL Putnam Focused Large Cap…	0.2%	0.4%
AMD Advanced Micro Devices…	0.1%	0.5%
VGT Vanguard Information…	0.3%	0.3%
IWM iShares Russell 2000 ETF	0.1%	0.5%
CGGO Capital Group Global…	0.2%	0.3%
VXUS Vanguard Total…	0.1%	0.5%

De manière distinctive Northwestern Mutual…

UBND	0.0%
AVIV	0.0%
NBCM	0.0%
CSRE	0.0%
PWRD TCW Transform Systems…	0.0%
FWD Alliance Bernstein -…	0.0%
AVMV	0.0%
QMOM	0.0%
PSC Principal U.S.…	0.0%
BBRE JPMorgan BetaBuilders…	0.0%
DINT	0.0%
BEDY	0.0%
HEZU	0.0%
DFNL	0.0%
AVES	0.0%

De manière distinctive Cetera Investment…

BUFQ	0.1%
FTCB First Trust Core…	0.1%
BALT	0.1%
FLQL Franklin U.S. Large…	0.0%
BENJ	0.0%
GCOR	0.0%
QQH	0.0%
BUFF	0.0%
JHCB	0.0%
LGH	0.0%
FJAN	0.0%
BUFZ	0.0%
BFLX	0.0%
BBLU	0.0%
FIIG	0.0%

Provenance: Chevauchement calculé en temps réel à partir des positions en actions ordinaires analysées des deux gestionnaires pour Q2 2026. Positions longues déclarées uniquement — les couvertures et actifs hors 13F sont invisibles. Méthodologie

Comparer les gérants

Northwestern Mutual Wealth Management Co ⇄ Cetera Investment Advisers

Participations communes · Q2 2026

De manière distinctive Northwestern Mutual…

De manière distinctive Cetera Investment…