★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

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 ⇄ Truist Financial Corp

60Shared positions
51.7%Name overlap (Jaccard)
15+Only Wealth…
15+Only Truist…

Shared holdings · Q2 2026

SecurityWealth Enhancement… weightTruist Financial… weight
IVV iShares Core S&P 500 ETF 6.1% 6.4%
AAPL Apple Inc. 3.1% 2.4%
NVDA NVIDIA Corporation 2.2% 2.4%
AGG iShares Core U.S.… 2.7% 0.9%
MSFT Microsoft Corporation 1.6% 1.9%
SPY State Street SPDR S&P 500… 0.7% 2.7%
GOVT iShares U.S. Treasury… 1.0% 2.1%
AMZN Amazon.com, Inc. 1.3% 1.2%
GOOGL Alphabet Inc. 1.2% 1.1%
IEFA iShares Core MSCI EAFE ETF 0.3% 1.9%
GOOG Alphabet Inc. 0.6% 1.6%
VOO Vanguard S&P 500 ETF 0.7% 1.4%
AVGO Broadcom Inc. 0.6% 1.3%
JPM JPMorgan Chase & Co. 0.7% 1.2%
IEMG iShares Core MSCI… 0.2% 1.5%
VWO Vanguard FTSE Emerging… 1.5% 0.1%
KO The Coca-Cola Company 0.2% 1.4%
IWF iShares Russell 1000… 0.3% 1.2%
FNDF Schwab Fundamental… 1.4% 0.0%
USVM VictoryShares US Small… 1.4% 0.0%
LRCX Lam Research Corporation 0.5% 0.9%
AVLV Avantis U.S. Large Cap… 1.4% 0.0%
JNJ Johnson & Johnson 0.7% 0.7%
IJR iShares Core S&P… 0.4% 1.0%
QQQ Invesco QQQ Trust, Series… 0.5% 0.9%
XLK State Street Technology… 0.1% 1.1%
IJH iShares Core S&P Mid-Cap… 0.2% 1.0%
IMTM iShares MSCI Intl… 1.2% 0.0%
MU Micron Technology, Inc. 1.0% 0.2%
VTV Vanguard Morningstar… 0.5% 0.6%
VUG Vanguard Morningstar… 0.4% 0.7%
CSCO Cisco Systems, Inc. 0.4% 0.7%
META Meta Platforms, Inc. 0.4% 0.6%
V Visa Inc. 0.3% 0.6%
ABBV AbbVie Inc. 0.2% 0.8%
WMT Walmart Inc. 0.4% 0.5%
BRK-B Berkshire Hathaway Inc. 0.6% 0.4%
SPHQ Invesco S&P 500 Quality… 0.9% 0.1%
LLY Eli Lilly and Company 0.3% 0.6%
KLAC KLA Corporation 0.1% 0.8%
RSP Invesco S&P 500 Equal… 0.1% 0.7%
IWD iShares Russell 1000… 0.2% 0.6%
USMV iShares MSCI USA Min Vol… 0.8% 0.0%
AVDE Avantis International… 0.8% 0.0%
XONA.DE Exxon Mobil Corporation 0.5% 0.3%
VTI Vanguard Morningstar… 0.4% 0.4%
AMAT Applied Materials, Inc. 0.5% 0.3%
VIG Vanguard Dividend… 0.5% 0.2%
ADI Analog Devices, Inc. 0.1% 0.6%
PM Philip Morris… 0.1% 0.6%
RTX RTX Corporation 0.2% 0.5%
MBB iShares MBS ETF 0.1% 0.6%
EFA iShares MSCI EAFE ETF 0.1% 0.6%
XLF State Street Financial… 0.0% 0.7%
MRK Merck & Co., Inc. 0.3% 0.4%
TSLA Tesla, Inc. 0.2% 0.4%
IWR iShares Russell Mid-Cap… 0.1% 0.5%
VEA Vanguard FTSE Developed… 0.3% 0.4%
USIG iShares Broad USD… 0.0% 0.6%
HD The Home Depot, Inc. 0.2% 0.4%

Distinctively Wealth Enhancement…

SMTH ALPS Funds Smith Core… 2.1%
JMOM JPMorgan U.S.… 1.4%
UYLD Angel Oak Ultrashort… 0.8%
FLIA 0.4%
AUSF 0.2%
BRIF 0.2%
NBCM 0.2%
TXUE 0.1%
SCHR Schwab… 0.1%
FTMS 0.1%
ENDW 0.1%
ONOF 0.1%
HDEF Xtrackers MSCI EAFE… 0.1%
MGNR 0.1%
DWAS 0.1%

Distinctively Truist Financial Corp

UBND 0.0%
FPEI First Trust… 0.0%
EMEQ 0.0%
FTXL First Trust Nasdaq… 0.0%
CATH 0.0%
MGOV 0.0%
FSIG First Trust Limited… 0.0%
CRD-A 0.0%
VCEB 0.0%
AVIG 0.0%
FSCC 0.0%
VCRM 0.0%
ONT Onterris, Inc. 0.0%
AVNM 0.0%
IWX iShares Russell Top… 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