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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 ⇄ Cetera Investment Advisers

60Shared positions
57.3%Name overlap (Jaccard)
15+Only Wealth…
15+Only Cetera…

Shared holdings · Q2 2026

SecurityWealth Enhancement… weightCetera Investment… weight
IVV iShares Core S&P 500 ETF 6.1% 3.2%
AAPL Apple Inc. 3.1% 1.9%
AGG iShares Core U.S.… 2.7% 1.4%
NVDA NVIDIA Corporation 2.2% 1.8%
MSFT Microsoft Corporation 1.6% 1.0%
AMZN Amazon.com, Inc. 1.3% 1.0%
VTV Vanguard Morningstar… 0.5% 1.6%
VOO Vanguard S&P 500 ETF 0.7% 1.4%
QQQ Invesco QQQ Trust, Series… 0.5% 1.5%
SPY State Street SPDR S&P 500… 0.7% 1.3%
GOOGL Alphabet Inc. 1.2% 0.7%
VWO Vanguard FTSE Emerging… 1.5% 0.3%
VTI Vanguard Morningstar… 0.4% 1.2%
VUG Vanguard Morningstar… 0.4% 1.1%
AVLV Avantis U.S. Large Cap… 1.4% 0.1%
FNDF Schwab Fundamental… 1.4% 0.1%
MU Micron Technology, Inc. 1.0% 0.5%
USVM VictoryShares US Small… 1.4% 0.0%
JMOM JPMorgan U.S. Momentum… 1.4% 0.0%
IEFA iShares Core MSCI EAFE ETF 0.3% 1.0%
GOVT iShares U.S. Treasury… 1.0% 0.2%
IMTM iShares MSCI Intl… 1.2% 0.0%
AVGO Broadcom Inc. 0.6% 0.6%
VONG Vanguard Russell 1000… 0.1% 1.1%
WT WisdomTree, Inc. 0.3% 0.8%
JPM JPMorgan Chase & Co. 0.7% 0.4%
GOOG Alphabet Inc. 0.6% 0.5%
QQQM Invesco NASDAQ 100 ETF 0.4% 0.7%
BRK-B Berkshire Hathaway Inc. 0.6% 0.5%
SCHD Schwab U.S. Dividend… 0.3% 0.7%
SPHQ Invesco S&P 500 Quality… 0.9% 0.1%
JNJ Johnson & Johnson 0.7% 0.3%
IWF iShares Russell 1000… 0.3% 0.7%
USMV iShares MSCI USA Min Vol… 0.8% 0.2%
CGDV Capital Group Dividend… 0.1% 0.8%
VXUS Vanguard Total… 0.3% 0.5%
VIG Vanguard Dividend… 0.5% 0.3%
VEA Vanguard FTSE Developed… 0.3% 0.5%
AVDE Avantis International… 0.8% 0.0%
SPYM State Street SPDR… 0.4% 0.4%
IJR iShares Core S&P… 0.4% 0.4%
META Meta Platforms, Inc. 0.4% 0.4%
IEMG iShares Core MSCI… 0.2% 0.6%
XONA.DE Exxon Mobil Corporation 0.5% 0.3%
IVW iShares S&P 500 Growth ETF 0.2% 0.6%
WMT Walmart Inc. 0.4% 0.3%
LLY Eli Lilly and Company 0.3% 0.4%
AMAT Applied Materials, Inc. 0.5% 0.2%
LRCX Lam Research Corporation 0.5% 0.2%
SCHG Schwab U.S. Large-Cap… 0.1% 0.6%
IVE iShares S&P 500 Value ETF 0.1% 0.6%
AMD Advanced Micro Devices… 0.2% 0.5%
BUFR FT Vest Laddered Buffer… 0.2% 0.5%
TSLA Tesla, Inc. 0.2% 0.4%
IUSB iShares Core Universal… 0.1% 0.6%
BND Vanguard Total Bond… 0.1% 0.5%
SCHX Schwab U.S. Large-Cap ETF 0.6% 0.0%
V Visa Inc. 0.3% 0.3%
CGGR Capital Group Growth ETF 0.1% 0.5%
IWM iShares Russell 2000 ETF 0.1% 0.5%

Distinctively Wealth Enhancement…

SMTH ALPS Funds Smith Core… 2.1%
UYLD Angel Oak Ultrashort… 0.8%
BRIF 0.2%
NBCM 0.2%
TXUE 0.1%
ENDW 0.1%
MGNR 0.1%
JSI 0.1%
BRIB 0.1%
ESUM 0.1%
PSC Principal U.S.… 0.1%
DFVX 0.0%
OAKM 0.0%
RMHY 0.0%
QLTY 0.0%

Distinctively Cetera Investment…

JPEF 0.1%
BRIE 0.1%
FLQM Franklin U.S. Mid Cap… 0.1%
GSY Invesco Ultra Short… 0.1%
RGLO 0.1%
BDVL iShares Disciplined… 0.1%
SILJ Amplify Junior Silver… 0.1%
GSUS Goldman Sachs… 0.1%
FTCB First Trust Core… 0.1%
PBUS Invesco MSCI USA ETF 0.1%
OUSM 0.0%
FLQL Franklin U.S. Large… 0.0%
BENJ 0.0%
BALI 0.0%
HAP 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