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Compare Managers

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

Northwestern Mutual Wealth Management Co ⇄ Cetera Investment Advisers

60Shared positions
61.2%Name overlap (Jaccard)
15+Only Northwestern…
15+Only Cetera…

Shared holdings · Q2 2026

SecurityNorthwestern Mutual… weightCetera Investment… weight
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%
SCHX Schwab U.S. Large-Cap ETF 0.6% 0.0%
META Meta Platforms, Inc. 0.2% 0.4%
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%

Distinctively 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%
PTGX Protagonist… 0.0%

Distinctively Cetera Investment…

BRIE 0.1%
RGLO 0.1%
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%
XIJN 0.0%
LGH 0.0%
JHCB 0.0%
FJAN 0.0%
BUFZ 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