# Portfolio overlap — BVAL vs LAWAX Comparing **Bluemonte Large Cap Value ETF** (2026-01-31) and **Ladenburg Aggressive Growth Fund** (2026-03-31). - Shared positions: 1 - Bluemonte Large Cap Value ETF covered by Ladenburg Aggressive Growth Fund: 0.2766988923343550947075254863 - Ladenburg Aggressive Growth Fund covered by Bluemonte Large Cap Value ETF: 0.2766988923343550947075254863 ## Bluemonte Large Cap Value ETF — top positions | Security | Weight | Shared | |----------|--------|--------| | STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND | 0.345720 | | | SCHWAB US LG VAL | 0.298430 | ✓ | | VANGUARD RUSSELL 1000 VALUE MUTUAL FUND | 0.200998 | | | SPDR Portfolio S&P 500 ETF | 0.154852 | | ## Ladenburg Aggressive Growth Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB US LG VAL | 0.276699 | ✓ | | SCHW-US L/C GRW | 0.215058 | | | WisdomTree U.S. Value Fund | 0.112278 | | | Avantis U.S. Small Cap Value ETF | 0.084848 | | | ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.083046 | | | INVESCO S&P SMAL | 0.073304 | | | FMR-ENH INTL | 0.050649 | | | FRST AM-GV OB-X | 0.036155 | | | JPM HG EQ ETF | 0.028864 | | | Invesco Total Return Bond ETF | 0.019988 | | | Vanguard Intermediate-Term Bond ETF | 0.019111 | | ## Sources - N-PORT (fund A) — accession `0002048251-26-002580` (as of 2026-01-31) - N-PORT (fund B) — accession `0000910472-26-007564` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _