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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 ⇄ Mml Investors Services, Llc

60Shared positions
52.9%Name overlap (Jaccard)
15+Only Wealth…
15+Only Mml Investors…

Shared holdings · Q2 2026

SecurityWealth Enhancement… weightMml Investors… weight
IVV iShares Core S&P 500 ETF 6.1% 4.3%
AAPL Apple Inc. 3.1% 1.8%
NVDA NVIDIA Corporation 2.2% 1.8%
AGG iShares Core U.S.… 2.7% 0.3%
MSFT Microsoft Corporation 1.6% 1.2%
AMZN Amazon.com, Inc. 1.3% 1.2%
GOOGL Alphabet Inc. 1.2% 1.1%
VWO Vanguard FTSE Emerging… 1.5% 0.4%
QQQ Invesco QQQ Trust, Series… 0.5% 1.4%
VOO Vanguard S&P 500 ETF 0.7% 1.2%
SPY State Street SPDR S&P 500… 0.7% 1.1%
VEA Vanguard FTSE Developed… 0.3% 1.3%
FNDF Schwab Fundamental… 1.4% 0.0%
AVLV Avantis U.S. Large Cap… 1.4% 0.1%
JMOM JPMorgan U.S. Momentum… 1.4% 0.0%
GOVT iShares U.S. Treasury… 1.0% 0.4%
DYNF iShares U.S. Equity… 0.0% 1.3%
JPM JPMorgan Chase & Co. 0.7% 0.6%
MU Micron Technology, Inc. 1.0% 0.3%
IVW iShares S&P 500 Growth ETF 0.2% 1.1%
VUG Vanguard Morningstar… 0.4% 0.8%
IEFA iShares Core MSCI EAFE ETF 0.3% 0.9%
SPHQ Invesco S&P 500 Quality… 0.9% 0.4%
AVGO Broadcom Inc. 0.6% 0.6%
IEMG iShares Core MSCI… 0.2% 1.0%
IMTM iShares MSCI Intl… 1.2% 0.0%
VTV Vanguard Morningstar… 0.5% 0.6%
IUSB iShares Core Universal… 0.1% 1.1%
GOOG Alphabet Inc. 0.6% 0.6%
META Meta Platforms, Inc. 0.4% 0.6%
BRK-B Berkshire Hathaway Inc. 0.6% 0.4%
JNJ Johnson & Johnson 0.7% 0.2%
SPYM State Street SPDR… 0.4% 0.6%
MTUM iShares MSCI USA Momentum… 0.3% 0.6%
SCHG Schwab U.S. Large-Cap… 0.1% 0.7%
USMV iShares MSCI USA Min Vol… 0.8% 0.1%
AVDE Avantis International… 0.8% 0.0%
IVE iShares S&P 500 Value ETF 0.1% 0.8%
QQQM Invesco NASDAQ 100 ETF 0.4% 0.4%
VTI Vanguard Morningstar… 0.4% 0.4%
UYLD Angel Oak Ultrashort… 0.8% 0.0%
VIG Vanguard Dividend… 0.5% 0.3%
AMAT Applied Materials, Inc. 0.5% 0.3%
IJR iShares Core S&P… 0.4% 0.4%
IJH iShares Core S&P Mid-Cap… 0.2% 0.5%
LLY Eli Lilly and Company 0.3% 0.4%
IWF iShares Russell 1000… 0.3% 0.5%
WMT Walmart Inc. 0.4% 0.3%
BDYN iShares Dynamic Equity… 0.0% 0.7%
XONA.DE Exxon Mobil Corporation 0.5% 0.2%
SCHD Schwab U.S. Dividend… 0.3% 0.4%
BAI iShares A.I. Innovation… 0.0% 0.7%
LRCX Lam Research Corporation 0.5% 0.1%
V Visa Inc. 0.3% 0.3%
BND Vanguard Total Bond… 0.1% 0.5%
FELG Fidelity Enhanced Large… 0.0% 0.6%
MUB iShares National Muni… 0.1% 0.5%
CSCO Cisco Systems, Inc. 0.4% 0.3%
CGDV Capital Group Dividend… 0.1% 0.5%
SCHX Schwab U.S. Large-Cap ETF 0.6% 0.0%

Distinctively Wealth Enhancement…

SMTH ALPS Funds Smith Core… 2.1%
USVM VictoryShares US… 1.4%
FLIA 0.4%
BRIF 0.2%
NBCM 0.2%
TXUE 0.1%
ENDW 0.1%
WINN 0.1%
ONOF 0.1%
PMBS 0.1%
HDEF Xtrackers MSCI EAFE… 0.1%
MGNR 0.1%
HTRB Hartford Total Return… 0.1%
JSI 0.1%
BRIB 0.1%

Distinctively Mml Investors…

BDVL iShares Disciplined… 0.4%
BFLX 0.2%
JPEF 0.1%
IAI iShares U.S.… 0.1%
IDGT 0.1%
APUE ActivePassive U.S.… 0.1%
QLC FlexShares US Quality… 0.1%
IYZ 0.1%
IGEB 0.1%
VTC 0.1%
GVAL 0.0%
APIE 0.0%
UDIV 0.0%
BIDD 0.0%
MRX Marex Group Limited 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