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Compare Managers

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

Wealth Enhancement Advisory Services, Llc ⇄ Captrust Financial Advisors

60Shared positions
61.8%Name overlap (Jaccard)
15+Only Wealth…
15+Only Captrust…

Shared holdings · Q2 2026

SecurityWealth Enhancement… weightCaptrust Financial… weight
IVV iShares Core S&P 500 ETF 6.1% 5.3%
AAPL Apple Inc. 3.1% 3.6%
NVDA NVIDIA Corporation 2.2% 2.7%
AGG iShares Core U.S.… 2.7% 1.0%
MSFT Microsoft Corporation 1.6% 2.1%
VEA Vanguard FTSE Developed… 0.3% 3.3%
GOOGL Alphabet Inc. 1.2% 1.9%
VTV Vanguard Morningstar… 0.5% 2.3%
SHY iShares 1-3 Year Treasury… 0.1% 2.7%
AMZN Amazon.com, Inc. 1.3% 1.4%
VOO Vanguard S&P 500 ETF 0.7% 1.3%
AVGO Broadcom Inc. 0.6% 1.2%
FNDF Schwab Fundamental… 1.4% 0.3%
SPY State Street SPDR S&P 500… 0.7% 0.9%
IXUS iShares Core MSCI Total… 0.0% 1.6%
VWO Vanguard FTSE Emerging… 1.5% 0.1%
VUG Vanguard Morningstar… 0.4% 1.1%
SCHX Schwab U.S. Large-Cap ETF 0.6% 0.9%
VB Vanguard Morningstar… 0.1% 1.4%
AVLV Avantis U.S. Large Cap… 1.4% 0.0%
IEMG iShares Core MSCI… 0.2% 1.2%
BRK-B Berkshire Hathaway Inc. 0.6% 0.8%
FNDX Schwab Fundamental U.S.… 0.0% 1.4%
JPM JPMorgan Chase & Co. 0.7% 0.7%
IEI iShares 3-7 Year Treasury… 0.0% 1.2%
GOOG Alphabet Inc. 0.6% 0.7%
IMTM iShares MSCI Intl… 1.2% 0.0%
LRCX Lam Research Corporation 0.5% 0.6%
GOVT iShares U.S. Treasury… 1.0% 0.2%
MU Micron Technology, Inc. 1.0% 0.2%
QQQ Invesco QQQ Trust, Series… 0.5% 0.5%
IWB iShares Russell 1000 ETF 0.2% 0.8%
JNJ Johnson & Johnson 0.7% 0.3%
IEF iShares 7-10 Year… 0.2% 0.8%
VIG Vanguard Dividend… 0.5% 0.4%
META Meta Platforms, Inc. 0.4% 0.6%
CSCO Cisco Systems, Inc. 0.4% 0.5%
BSV Vanguard Short-Term Bond… 0.0% 0.9%
VTI Vanguard Morningstar… 0.4% 0.5%
LLY Eli Lilly and Company 0.3% 0.6%
ABBV AbbVie Inc. 0.2% 0.7%
SPHQ Invesco S&P 500 Quality… 0.9% 0.0%
USMV iShares MSCI USA Min Vol… 0.8% 0.1%
WT WisdomTree, Inc. 0.3% 0.6%
AVDE Avantis International… 0.8% 0.0%
JGRO JPMorgan Active Growth ETF 0.1% 0.7%
PANW Palo Alto Networks, Inc. 0.1% 0.6%
V Visa Inc. 0.3% 0.4%
MRK Merck & Co., Inc. 0.3% 0.4%
WMT Walmart Inc. 0.4% 0.3%
CVX Chevron Corporation 0.3% 0.4%
PG The Procter & Gamble… 0.3% 0.4%
AMAT Applied Materials, Inc. 0.5% 0.2%
MA Mastercard Incorporated 0.2% 0.5%
IWF iShares Russell 1000… 0.3% 0.4%
SGOV iShares 0-3 Month… 0.3% 0.4%
MGK Vanguard Morningstar Mega… 0.1% 0.6%
VBR Vanguard Morningstar… 0.1% 0.5%
IJR iShares Core S&P… 0.4% 0.2%
CAT Caterpillar Inc. 0.2% 0.4%

Distinctively Wealth Enhancement…

SMTH ALPS Funds Smith Core… 2.1%
USVM VictoryShares US… 1.4%
JMOM JPMorgan U.S.… 1.4%
UYLD Angel Oak Ultrashort… 0.8%
XONA.DE Exxon Mobil… 0.5%
FLIA 0.4%
AUSF 0.2%
BRIF 0.2%
NBCM 0.2%
CTA 0.1%
TXUE 0.1%
FEGE 0.1%
FTMS 0.1%
ENDW 0.1%
WINN 0.1%

Distinctively Captrust Financial…

JPLD JPMorgan Limited… 0.1%
SECU 0.1%
BILZ 0.1%
ZALT 0.0%
FSBC Five Star Bancorp 0.0%
LB LandBridge Company LLC 0.0%
INFL 0.0%
IQDG 0.0%
JHEM John Hancock… 0.0%
SGDM 0.0%
BUCK 0.0%
IVVB 0.0%
CXW CoreCivic, Inc. 0.0%
FTMH 0.0%
IBUF 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