# Portfolio overlap — SWLSX vs QGRW

Comparing **Schwab Large-Cap Growth Fund** (2026-01-31) and **WisdomTree U.S. Quality Growth Fund** (2026-03-31).

- Shared positions: 39
- Schwab Large-Cap Growth Fund covered by WisdomTree U.S. Quality Growth Fund: 0.7210232100112473097528413565
- WisdomTree U.S. Quality Growth Fund covered by Schwab Large-Cap Growth Fund: 0.7210232100112473097528413566

## Schwab Large-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.105096 | ✓ |
| APPLE INC | 0.082352 | ✓ |
| ALPHABET INC CL A | 0.076895 | ✓ |
| MICROSOFT CORP | 0.072885 | ✓ |
| BROADCOM INC | 0.056356 | ✓ |
| AMAZON.COM INC | 0.053610 | ✓ |
| META PLATFORMS INC CL A | 0.052145 | ✓ |
| LILLY ELI and CO | 0.032816 | ✓ |
| TESLA INC | 0.031366 | ✓ |
| VISA INC-CLASS A | 0.017293 | ✓ |
| LAM RESEARCH CORP | 0.017205 | ✓ |
| ABBVIE INC | 0.016018 |  |
| AMPHENOL CORPORATION CL A | 0.015837 | ✓ |
| NETFLIX INC | 0.015354 | ✓ |
| GENERAL ELECTRIC CO | 0.014415 | ✓ |
| ADV MICRO DEVICE | 0.014276 | ✓ |
| COSTCO WHOLESALE CORP | 0.014174 |  |
| ARISTA NETWORKS INC | 0.013964 | ✓ |
| MASTERCARD INC CL A | 0.013643 | ✓ |
| PALO ALTO NETWORKS INC | 0.013123 | ✓ |
| HOME DEPOT INC | 0.012078 |  |
| CATERPILLAR INC | 0.011930 | ✓ |
| AMERICAN EXPRESS CO | 0.011049 |  |
| INTUIT INC | 0.010727 | ✓ |
| PHILIP MORRIS INTL INC | 0.010517 |  |
| PARKER HANNIFIN CORP | 0.010253 |  |
| TJX COS INC | 0.010101 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009596 | ✓ |
| GE VERNOVA LLC | 0.008844 | ✓ |
| VERTIV HOLDINGS CO | 0.008841 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.008835 | ✓ |
| INTUITIVE SURGICAL INC | 0.008587 | ✓ |
| SYNOPSYS INC | 0.008175 |  |
| THE BOOKING HOLDINGS INC | 0.008015 | ✓ |
| QUANTA SVCS INC | 0.007998 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.007910 |  |
| INTL BUS MACH CORP | 0.007263 |  |
| UBER TECHNOLOGIES INC | 0.007184 | ✓ |
| DATADOG INC CL A | 0.007018 | ✓ |
| INTERACTIVE BROKERS GROUP INC | 0.006615 |  |
| SERVICENOW INC | 0.006589 | ✓ |
| KLA CORP | 0.006305 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.006029 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.005848 |  |
| ORACLE CORP | 0.005716 | ✓ |
| WALMART INC | 0.005690 |  |
| DOORDASH INC-A | 0.005354 | ✓ |
| CITIGROUP INC | 0.005070 |  |
| O'REILLY AUTOMOTIVE INC | 0.004989 | ✓ |
| TEXAS INSTRUMENTS INC | 0.004854 |  |

## WisdomTree U.S. Quality Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.145710 | ✓ |
| ALPHABET INC CL A | 0.088358 | ✓ |
| META PLATFORMS INC CL A | 0.068737 | ✓ |
| APPLE INC | 0.068723 | ✓ |
| MICROSOFT CORP | 0.066190 | ✓ |
| AMAZON.COM INC | 0.045118 | ✓ |
| BROADCOM INC | 0.035308 | ✓ |
| LILLY ELI and CO | 0.028842 | ✓ |
| TESLA INC | 0.026972 | ✓ |
| MICRON TECHNOLOGY INC | 0.022004 |  |
| ORACLE CORP | 0.020579 | ✓ |
| VISA INC-CLASS A | 0.018538 | ✓ |
| MASTERCARD INC CL A | 0.016506 | ✓ |
| NETFLIX INC | 0.014462 | ✓ |
| CATERPILLAR INC | 0.013558 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.012464 | ✓ |
| ADV MICRO DEVICE | 0.012404 | ✓ |
| APPLIED MATERIALS INC | 0.012089 |  |
| LAM RESEARCH CORP | 0.012070 | ✓ |
| GENERAL ELECTRIC CO | 0.011974 | ✓ |
| GE VERNOVA LLC | 0.011763 | ✓ |
| KLA CORP | 0.009589 | ✓ |
| INTUITIVE SURGICAL INC | 0.007465 | ✓ |
| ARISTA NETWORKS INC | 0.007444 | ✓ |
| AMPHENOL CORPORATION CL A | 0.007171 | ✓ |
| UBER TECHNOLOGIES INC | 0.007071 | ✓ |
| VERTIV HOLDINGS CO | 0.006932 | ✓ |
| QUANTA SVCS INC | 0.006078 | ✓ |
| STARBUCKS CORP | 0.006002 |  |
| PALO ALTO NETWORKS INC | 0.005967 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.005940 |  |
| TARGA RESOURCES CORP | 0.005736 |  |
| COMFORT SYSTEMS USA INC | 0.005584 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.005397 |  |
| CROWDSTRIKE HOLDINGS INC | 0.005395 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.005153 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.005109 | ✓ |
| CLOUDFLARE INC-A | 0.005064 |  |
| MONSTER BEVERAGE CORP | 0.005047 |  |
| MONOLITHIC POWER SYS INC | 0.004967 |  |
| MERCADOLIBRE INC | 0.004782 |  |
| TRANSDIGM GROUP INC | 0.004771 |  |
| AIRBNB INC CLASS A | 0.004627 |  |
| FORTINET INC | 0.004604 |  |
| SERVICENOW INC | 0.004545 | ✓ |
| CINTAS CORP | 0.004436 |  |
| BLACKSTONE INC | 0.004396 | ✓ |
| YUM! BRANDS INC | 0.004359 |  |
| AUTODESK INC | 0.004245 |  |
| AUTOZONE INC | 0.004033 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm>
- N-PORT (fund B) — accession `0000940400-26-023270` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1350487/000094040026023270/0000940400-26-023270-index.htm>

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