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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 ⇄ Wealth Enhancement Advisory Services, Llc

60Shared positions
57.9%Name overlap (Jaccard)
15+Only Northwestern…
15+Only Wealth…

Shared holdings · Q2 2026

SecurityNorthwestern Mutual… weightWealth Enhancement… weight
IVV iShares Core S&P 500 ETF 14.0% 6.1%
IJH iShares Core S&P Mid-Cap… 5.5% 0.2%
BND Vanguard Total Bond… 5.5% 0.1%
SCHF Schwab International… 4.6% 0.3%
VWO Vanguard FTSE Emerging… 2.5% 1.5%
IJR iShares Core S&P… 3.5% 0.4%
AAPL Apple Inc. 0.6% 3.1%
AGG iShares Core U.S.… 0.7% 2.7%
RSP Invesco S&P 500 Equal… 3.2% 0.1%
SPY State Street SPDR S&P 500… 2.5% 0.7%
AVLV Avantis U.S. Large Cap… 1.6% 1.4%
NVDA NVIDIA Corporation 0.6% 2.2%
VEA Vanguard FTSE Developed… 2.5% 0.3%
FBND Fidelity Total Bond ETF 2.5% 0.0%
IEFA iShares Core MSCI EAFE ETF 1.9% 0.3%
MSFT Microsoft Corporation 0.5% 1.6%
VOO Vanguard S&P 500 ETF 1.2% 0.7%
TLT iShares 20+ Year Treasury… 1.8% 0.0%
QQQ Invesco QQQ Trust, Series… 1.2% 0.5%
AMZN Amazon.com, Inc. 0.5% 1.3%
GOOGL Alphabet Inc. 0.4% 1.2%
FNDF Schwab Fundamental… 0.2% 1.4%
IQLT iShares MSCI Intl Quality… 1.6% 0.0%
USVM VictoryShares US Small… 0.0% 1.4%
JMOM JPMorgan U.S. Momentum… 0.0% 1.4%
IMTM iShares MSCI Intl… 0.0% 1.2%
VTEB Vanguard Tax-Exempt Bond… 1.0% 0.1%
SCHX Schwab U.S. Large-Cap ETF 0.6% 0.6%
VO Vanguard Morningstar… 1.0% 0.1%
DFIV Dimensional -… 1.0% 0.1%
IEMG iShares Core MSCI… 0.9% 0.2%
VTV Vanguard Morningstar… 0.6% 0.5%
MU Micron Technology, Inc. 0.1% 1.0%
QQQM Invesco NASDAQ 100 ETF 0.6% 0.4%
VNQ Vanguard Real Estate ETF 0.9% 0.2%
AVDE Avantis International… 0.2% 0.8%
SPHQ Invesco S&P 500 Quality… 0.1% 0.9%
GOVT iShares U.S. Treasury… 0.0% 1.0%
VUG Vanguard Morningstar… 0.5% 0.4%
IUSB iShares Core Universal… 0.8% 0.1%
JPM JPMorgan Chase & Co. 0.2% 0.7%
USMV iShares MSCI USA Min Vol… 0.1% 0.8%
AVGO Broadcom Inc. 0.2% 0.6%
UYLD Angel Oak Ultrashort… 0.0% 0.8%
GOOG Alphabet Inc. 0.2% 0.6%
JNJ Johnson & Johnson 0.1% 0.7%
VIG Vanguard Dividend… 0.2% 0.5%
BRK-B Berkshire Hathaway Inc. 0.1% 0.6%
AMAT Applied Materials, Inc. 0.2% 0.5%
LRCX Lam Research Corporation 0.1% 0.5%
CGDV Capital Group Dividend… 0.6% 0.1%
MUB iShares National Muni… 0.5% 0.1%
BIV Vanguard… 0.5% 0.1%
SPYM State Street SPDR… 0.3% 0.4%
SCHH Schwab U.S. REIT ETF 0.6% 0.0%
VV Vanguard Morningstar… 0.5% 0.1%
VTI Vanguard Morningstar… 0.2% 0.4%
GSLC Goldman Sachs ActiveBeta… 0.5% 0.1%
META Meta Platforms, Inc. 0.2% 0.4%
DYNF iShares U.S. Equity… 0.6% 0.0%

Distinctively Northwestern Mutual…

BCTK 0.0%
HMOP 0.0%
UBND 0.0%
BDVL iShares Disciplined… 0.0%
FLQM Franklin U.S. Mid Cap… 0.0%
ILOW Alliance Bernstein -… 0.0%
DIVI 0.0%
IBHI 0.0%
SRVR 0.0%
BALI 0.0%
IBHH 0.0%
QGRO American Century U.S.… 0.0%
CSRE 0.0%
PWRD TCW Transform Systems… 0.0%
FTMN 0.0%

Distinctively Wealth Enhancement…

SMTH ALPS Funds Smith Core… 2.1%
FLIA 0.4%
BRIF 0.2%
TXUE 0.1%
ENDW 0.1%
ONOF 0.1%
PMBS 0.1%
JSI 0.1%
BRIB 0.1%
ESUM 0.1%
ACYN 0.1%
CGV 0.1%
OAKM 0.0%
RMHY 0.0%
INCM 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