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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 ⇄ Truist Financial Corp

60Shared positions
52.2%Name overlap (Jaccard)
15+Only Northwestern…
15+Only Truist…

Shared holdings · Q2 2026

SecurityNorthwestern Mutual… weightTruist Financial… weight
IVV iShares Core S&P 500 ETF 14.0% 6.4%
IJH iShares Core S&P Mid-Cap… 5.5% 1.0%
BND Vanguard Total Bond… 5.5% 0.3%
SPY State Street SPDR S&P 500… 2.5% 2.7%
SCHF Schwab International… 4.6% 0.0%
IJR iShares Core S&P… 3.5% 1.0%
RSP Invesco S&P 500 Equal… 3.2% 0.7%
IEFA iShares Core MSCI EAFE ETF 1.9% 1.9%
NVDA NVIDIA Corporation 0.6% 2.4%
AAPL Apple Inc. 0.6% 2.4%
VEA Vanguard FTSE Developed… 2.5% 0.4%
VOO Vanguard S&P 500 ETF 1.2% 1.4%
VWO Vanguard FTSE Emerging… 2.5% 0.1%
FBND Fidelity Total Bond ETF 2.5% 0.0%
IEMG iShares Core MSCI… 0.9% 1.5%
MSFT Microsoft Corporation 0.5% 1.9%
GOVT iShares U.S. Treasury… 0.0% 2.1%
QQQ Invesco QQQ Trust, Series… 1.2% 0.9%
TLT iShares 20+ Year Treasury… 1.8% 0.2%
GOOG Alphabet Inc. 0.2% 1.6%
AMZN Amazon.com, Inc. 0.5% 1.2%
AVLV Avantis U.S. Large Cap… 1.6% 0.0%
IQLT iShares MSCI Intl Quality… 1.6% 0.0%
AGG iShares Core U.S.… 0.7% 0.9%
AVGO Broadcom Inc. 0.2% 1.3%
GOOGL Alphabet Inc. 0.4% 1.1%
JPM JPMorgan Chase & Co. 0.2% 1.2%
IWF iShares Russell 1000… 0.2% 1.2%
KO The Coca-Cola Company 0.0% 1.4%
VO Vanguard Morningstar… 1.0% 0.2%
VTV Vanguard Morningstar… 0.6% 0.6%
VUG Vanguard Morningstar… 0.5% 0.7%
XLK State Street Technology… 0.0% 1.1%
VTEB Vanguard Tax-Exempt Bond… 1.0% 0.1%
LRCX Lam Research Corporation 0.1% 0.9%
DFIV Dimensional -… 1.0% 0.0%
IUSB iShares Core Universal… 0.8% 0.1%
KLAC KLA Corporation 0.1% 0.8%
VNQ Vanguard Real Estate ETF 0.9% 0.0%
META Meta Platforms, Inc. 0.2% 0.6%
ABBV AbbVie Inc. 0.0% 0.8%
V Visa Inc. 0.1% 0.6%
EFA iShares MSCI EAFE ETF 0.1% 0.6%
LLY Eli Lilly and Company 0.2% 0.6%
CSCO Cisco Systems, Inc. 0.0% 0.7%
QQQM Invesco NASDAQ 100 ETF 0.6% 0.1%
JNJ Johnson & Johnson 0.1% 0.7%
CGDV Capital Group Dividend… 0.6% 0.1%
IWD iShares Russell 1000… 0.1% 0.6%
XLF State Street Financial… 0.0% 0.7%
MUB iShares National Muni… 0.5% 0.1%
DYNF iShares U.S. Equity… 0.6% 0.1%
PM Philip Morris… 0.0% 0.6%
ADI Analog Devices, Inc. 0.0% 0.6%
BIV Vanguard… 0.5% 0.1%
SCHH Schwab U.S. REIT ETF 0.6% 0.0%
MBB iShares MBS ETF 0.0% 0.6%
USIG iShares Broad USD… 0.0% 0.6%
SCHX Schwab U.S. Large-Cap ETF 0.6% 0.0%
IWR iShares Russell Mid-Cap… 0.1% 0.5%

Distinctively Northwestern Mutual…

INTF iShares International… 0.5%
LVHI Franklin… 0.1%
ICF iShares Select U.S.… 0.1%
AVSC Avantis U.S. Small… 0.1%
HTRB Hartford Total Return… 0.0%
BDYN iShares Dynamic… 0.0%
FCOM 0.0%
BCTK 0.0%
FORM FormFactor, Inc. 0.0%
BDVL iShares Disciplined… 0.0%
FLQM Franklin U.S. Mid Cap… 0.0%
ILOW Alliance Bernstein -… 0.0%
DFIS Dimensional -… 0.0%
CGIE Capital Group… 0.0%
NBCM 0.0%

Distinctively Truist Financial Corp

FTRB 0.1%
CRBG Corebridge Financial… 0.1%
LQDT Liquidity Services… 0.1%
EMEQ 0.0%
BUFZ 0.0%
BKDV BNY Mellon Dynamic… 0.0%
MGOV 0.0%
VSDM 0.0%
CRD-A 0.0%
FSCC 0.0%
BINV 0.0%
ONT Onterris, Inc. 0.0%
AVNM 0.0%
BGIG 0.0%
VGUS 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