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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 ⇄ Creative Planning

60Shared positions
59.5%Name overlap (Jaccard)
15+Only Northwestern…
15+Only Creative…

Shared holdings · Q2 2026

SecurityNorthwestern Mutual… weightCreative Planning weight
IVV iShares Core S&P 500 ETF 14.0% 10.8%
BND Vanguard Total Bond… 5.5% 5.6%
VEA Vanguard FTSE Developed… 2.5% 4.9%
IJH iShares Core S&P Mid-Cap… 5.5% 0.2%
SCHF Schwab International… 4.6% 0.7%
IEMG iShares Core MSCI… 0.9% 3.8%
SPDW State Street SPDR… 0.1% 4.3%
SPMD State Street SPDR… 0.1% 4.0%
SPY State Street SPDR S&P 500… 2.5% 1.3%
IJR iShares Core S&P… 3.5% 0.1%
RSP Invesco S&P 500 Equal… 3.2% 0.0%
VWO Vanguard FTSE Emerging… 2.5% 0.6%
VV Vanguard Morningstar… 0.5% 2.4%
AAPL Apple Inc. 0.6% 2.1%
VO Vanguard Morningstar… 1.0% 1.5%
FBND Fidelity Total Bond ETF 2.5% 0.0%
NVDA NVIDIA Corporation 0.6% 1.7%
SPYM State Street SPDR… 0.3% 1.8%
IEFA iShares Core MSCI EAFE ETF 1.9% 0.2%
BSV Vanguard Short-Term Bond… 0.1% 2.0%
SCHX Schwab U.S. Large-Cap ETF 0.6% 1.4%
VOO Vanguard S&P 500 ETF 1.2% 0.7%
VTEB Vanguard Tax-Exempt Bond… 1.0% 0.8%
TLT iShares 20+ Year Treasury… 1.8% 0.0%
AVUV Avantis U.S. Small Cap… 0.2% 1.6%
AVDV Avantis International… 0.1% 1.5%
AVLV Avantis U.S. Large Cap… 1.6% 0.0%
IQLT iShares MSCI Intl Quality… 1.6% 0.0%
QQQ Invesco QQQ Trust, Series… 1.2% 0.3%
VNQ Vanguard Real Estate ETF 0.9% 0.7%
VTI Vanguard Morningstar… 0.2% 1.3%
AGG iShares Core U.S.… 0.7% 0.8%
MUB iShares National Muni… 0.5% 0.9%
VCIT Vanguard… 0.0% 1.3%
MSFT Microsoft Corporation 0.5% 0.9%
DFAS Dimensional - US Small… 0.0% 1.3%
XLRE State Street Real Estate… 0.0% 1.3%
AMZN Amazon.com, Inc. 0.5% 0.7%
GOOGL Alphabet Inc. 0.4% 0.7%
DFIV Dimensional -… 1.0% 0.1%
IDEV iShares Core MSCI… 0.0% 1.0%
SPSB State Street SPDR… 0.0% 1.0%
BRK-B Berkshire Hathaway Inc. 0.1% 0.8%
SCHH Schwab U.S. REIT ETF 0.6% 0.3%
SCHM Schwab U.S. Mid-Cap ETF 0.2% 0.6%
IUSB iShares Core Universal… 0.8% 0.0%
VB Vanguard Morningstar… 0.5% 0.4%
SPEM State Street SPDR… 0.1% 0.6%
VGIT Vanguard… 0.0% 0.7%
VTV Vanguard Morningstar… 0.6% 0.1%
AVGO Broadcom Inc. 0.2% 0.4%
QQQM Invesco NASDAQ 100 ETF 0.6% 0.0%
VUG Vanguard Morningstar… 0.5% 0.1%
GOOG Alphabet Inc. 0.2% 0.4%
BIV Vanguard… 0.5% 0.1%
CGDV Capital Group Dividend… 0.6% 0.0%
META Meta Platforms, Inc. 0.2% 0.3%
DFAT Dimensional - US Targeted… 0.0% 0.5%
DYNF iShares U.S. Equity… 0.6% 0.0%
WT WisdomTree, Inc. 0.1% 0.4%

Distinctively Northwestern Mutual…

CGSM Capital Group Short… 0.2%
CGMU Capital Group… 0.1%
LVHI Franklin… 0.1%
CGCB Capital Group Core… 0.1%
CGNG Capital Group New… 0.1%
CGCP Capital Group Core… 0.1%
HTRB Hartford Total Return… 0.0%
HGER Harbor Commodity… 0.0%
HSUN 0.0%
BDYN iShares Dynamic… 0.0%
FEOE 0.0%
TDVG 0.0%
BCTK 0.0%
HMOP 0.0%
UBND 0.0%

Distinctively Creative Planning

AVSF 0.0%
PRG PROG Holdings, Inc. 0.0%
SKYW SkyWest, Inc. 0.0%
GPK Graphic Packaging… 0.0%
GEF Greif, Inc. 0.0%
WMK Weis Markets, Inc. 0.0%
NWPX NWPX Infrastructure… 0.0%
MYRG MYR Group Inc. 0.0%
EBF 0.0%
TKC 0.0%
DDFD 0.0%
DDFO 0.0%
HCI HCI Group, Inc. 0.0%
BHE Benchmark… 0.0%
PLGO Pelagos Insurance… 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