NerdWallet Wealth Partners
Latest statistics and disclosures from NerdWallet Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, DLN, SHV, CGCB, and represent 67.78% of NerdWallet Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VEA (+$7.6M), CGCB, IVV, SPY, IJH, EEM, TLT, DLN, XVV, VWO.
- Started 12 new stock positions in CAT, XVV, SPY, JNJ, TLT, BWZ, EEM, ESGD, SCHF, XLK. DE, MUB.
- Reduced shares in these 10 stocks: VTI, SPYX, EEMV, GCC, , TLTW, SHV, DFIV, VNQ, USFR.
- Sold out of its positions in ADBE, DFIV, GBDC, EEMV, TLTW, IBIT, PG, IBND, SPYX, UL. VXUS, BND, USFR, GCC.
- NerdWallet Wealth Partners was a net buyer of stock by $11M.
- NerdWallet Wealth Partners has $229M in assets under management (AUM), dropping by 2.74%.
- Central Index Key (CIK): 0002079593
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Portfolio Holdings for NerdWallet Wealth Partners
NerdWallet Wealth Partners holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 32.5 | $74M | +4% | 114k | 653.32 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 14.3 | $33M | +30% | 511k | 64.08 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 9.2 | $21M | +5% | 235k | 89.33 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 6.1 | $14M | -6% | 127k | 110.39 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 5.8 | $13M | +44% | 503k | 26.26 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.9 | $8.9M | -27% | 28k | 320.89 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.7 | $8.6M | -7% | 104k | 82.57 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.3 | $5.4M | +22% | 100k | 54.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $4.9M | -4% | 8.3k | 597.56 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $3.5M | +155% | 51k | 67.53 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.5 | $3.4M | +16% | 43k | 79.56 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $3.1M | -9% | 14k | 217.28 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $2.8M | NEW | 4.3k | 650.33 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $2.4M | 63k | 38.86 |
|
|
| Apple (AAPL) | 1.0 | $2.2M | -9% | 8.6k | 253.79 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $2.0M | +53% | 16k | 124.31 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $1.8M | NEW | 32k | 56.79 |
|
| Microsoft Corporation (MSFT) | 0.7 | $1.6M | -8% | 4.2k | 370.15 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.6 | $1.5M | 24k | 62.45 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.3M | 13k | 97.13 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.2M | 2.9k | 430.26 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $1.2M | NEW | 14k | 86.69 |
|
| Amazon (AMZN) | 0.5 | $1.1M | +7% | 5.4k | 208.27 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.5 | $1.1M | NEW | 22k | 49.22 |
|
| Capital Group International SHS (CGIC) | 0.5 | $1.1M | +4% | 32k | 33.11 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.0M | +2% | 1.8k | 572.13 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.0M | -5% | 5.8k | 174.40 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $889k | +142% | 8.8k | 100.72 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $852k | -40% | 3.0k | 286.89 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $752k | +64% | 2.6k | 294.11 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $737k | 15k | 48.46 |
|
|
| Ishares Tr Paris Aligned Cl (PABU) | 0.3 | $736k | 11k | 66.25 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $701k | -52% | 7.9k | 88.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $548k | 1.1k | 479.20 |
|
|
| Spdr Series Trust Bloomberg Short (BWZ) | 0.2 | $545k | NEW | 20k | 26.92 |
|
| Packaging Corporation of America (PKG) | 0.2 | $495k | 2.3k | 212.22 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $451k | +29% | 781.00 | 577.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $431k | -9% | 1.5k | 287.52 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $431k | 13k | 33.97 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $352k | -44% | 5.9k | 59.55 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $340k | -8% | 2.4k | 141.43 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $330k | 774.00 | 426.40 |
|
|
| Broadcom (AVGO) | 0.1 | $319k | +7% | 1.0k | 309.51 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $311k | NEW | 2.9k | 106.17 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $276k | 1.3k | 213.67 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $273k | 3.0k | 90.53 |
|
|
| Tesla Motors (TSLA) | 0.1 | $267k | -9% | 719.00 | 371.75 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $260k | NEW | 11k | 24.75 |
|
| Sempra Energy (SRE) | 0.1 | $256k | -3% | 2.6k | 97.17 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $242k | NEW | 1.8k | 132.90 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $241k | NEW | 2.5k | 95.62 |
|
| Caterpillar (CAT) | 0.1 | $231k | NEW | 326.00 | 708.46 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $226k | +4% | 9.0k | 25.10 |
|
| Deere & Company (DE) | 0.1 | $224k | NEW | 398.00 | 563.30 |
|
| Ishares Msci Em Asia Etf (EEMA) | 0.1 | $223k | 2.3k | 95.73 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $221k | 6.7k | 33.15 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $211k | NEW | 863.00 | 244.57 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $210k | 1.5k | 142.43 |
|
|
| Visa Com Cl A (V) | 0.1 | $201k | 665.00 | 302.24 |
|
Past Filings by NerdWallet Wealth Partners
SEC 13F filings are viewable for NerdWallet Wealth Partners going back to 2025
- NerdWallet Wealth Partners 2026 Q1 filed May 5, 2026
- NerdWallet Wealth Partners 2025 Q4 filed Jan. 13, 2026