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, CGCB, SHV, and represent 67.75% of NerdWallet Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$9.8M), VEA (+$6.9M), CGCB, DLN, SHV, GOOG, VWO, SHY, DFIV, IJR.
- Started 11 new stock positions in NUDV, SMH, IEMG, AMD, KLAC, ESGV, MDY, MAS, UL, DFIV. IGOV.
- Reduced shares in these 7 stocks: EEMA, VTI, VNQ, GLD, VBR, VGIT, SRE.
- Sold out of its position in EEMA.
- NerdWallet Wealth Partners was a net buyer of stock by $38M.
- NerdWallet Wealth Partners has $290M in assets under management (AUM), dropping by 26.61%.
- Central Index Key (CIK): 0002079593
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Portfolio Holdings for NerdWallet Wealth Partners
NerdWallet Wealth Partners holds 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 32.8 | $95M | +11% | 127k | 748.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 14.9 | $43M | +18% | 607k | 71.24 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 8.8 | $25M | +12% | 264k | 96.30 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 5.9 | $17M | +30% | 659k | 26.18 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 5.4 | $16M | +11% | 141k | 110.35 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.5 | $10M | 27k | 369.97 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.3 | $9.6M | +13% | 117k | 82.11 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $7.3M | +22% | 122k | 59.69 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $5.9M | +4% | 8.6k | 686.94 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $4.9M | +24% | 64k | 77.09 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.4 | $4.0M | +18% | 50k | 79.97 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $3.5M | 14k | 242.78 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $3.4M | +41% | 23k | 148.29 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $3.3M | 4.4k | 746.80 |
|
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 1.0 | $2.8M | 63k | 44.36 |
|
|
| Apple (AAPL) | 0.9 | $2.6M | +4% | 9.0k | 289.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.5M | +134% | 7.0k | 353.31 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $2.2M | 32k | 68.37 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.6 | $1.6M | 24k | 69.90 |
|
|
| Microsoft Corporation (MSFT) | 0.5 | $1.6M | 4.2k | 373.03 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $1.5M | +32% | 18k | 86.42 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.5 | $1.5M | +20% | 27k | 56.79 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $1.4M | +22% | 7.1k | 200.11 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.4M | +2% | 14k | 103.88 |
|
| Amazon (AMZN) | 0.5 | $1.4M | +5% | 5.7k | 238.34 |
|
| Capital Group International SHS (CGIC) | 0.5 | $1.4M | +16% | 37k | 36.39 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.2M | +19% | 2.2k | 563.27 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $1.2M | +35% | 12k | 100.36 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $1.0M | NEW | 19k | 54.02 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.0M | -3% | 2.7k | 368.55 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $857k | +2% | 2.6k | 327.28 |
|
| Ishares Tr Pari Ali Cli Etf (PABU) | 0.3 | $846k | 11k | 76.19 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $837k | 15k | 55.01 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $702k | -7% | 7.3k | 96.39 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $685k | +19% | 930.00 | 736.52 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $629k | +9% | 1.3k | 500.39 |
|
| Spdr Series Trust Sst Spdr Bloombe (BWZ) | 0.2 | $627k | +15% | 23k | 26.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $572k | +6% | 1.6k | 357.33 |
|
| Packaging Corporation of America (PKG) | 0.2 | $555k | 2.3k | 238.28 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $498k | +418% | 4.0k | 124.17 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $467k | 13k | 36.84 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $458k | +16% | 2.8k | 163.68 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $440k | +69% | 4.3k | 102.81 |
|
| Broadcom (AVGO) | 0.1 | $399k | +2% | 1.1k | 377.78 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $353k | 1.9k | 190.53 |
|
|
| Caterpillar (CAT) | 0.1 | $349k | 328.00 | 1064.90 |
|
|
| Tesla Motors (TSLA) | 0.1 | $340k | +12% | 808.00 | 420.60 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $337k | -3% | 5.7k | 58.98 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $332k | +5% | 1.4k | 242.43 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $322k | +2% | 3.0k | 107.62 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $313k | +7% | 11k | 27.70 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $300k | +14% | 10k | 28.96 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $299k | +2% | 3.1k | 96.60 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $291k | NEW | 443.00 | 655.93 |
|
| Kla Corp Com New (KLAC) | 0.1 | $275k | NEW | 910.00 | 301.71 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $265k | +9% | 1.6k | 164.27 |
|
| Deere & Company (DE) | 0.1 | $253k | 398.00 | 634.33 |
|
|
| Sempra Energy (SRE) | 0.1 | $245k | 2.6k | 92.71 |
|
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| Visa Com Cl A (V) | 0.1 | $239k | +4% | 695.00 | 343.17 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.1 | $233k | NEW | 5.7k | 41.03 |
|
| Nushares Etf Tr Esg Dividend Etf (NUDV) | 0.1 | $231k | NEW | 7.1k | 32.55 |
|
| Advanced Micro Devices (AMD) | 0.1 | $228k | NEW | 393.00 | 580.91 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $228k | NEW | 2.7k | 82.89 |
|
| Johnson & Johnson (JNJ) | 0.1 | $226k | +3% | 890.00 | 254.11 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $211k | 6.7k | 31.67 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $208k | NEW | 3.5k | 60.12 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $206k | NEW | 293.00 | 703.34 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $205k | NEW | 1.6k | 132.25 |
|
| Masco Corporation (MAS) | 0.1 | $203k | NEW | 2.5k | 81.37 |
|
Past Filings by NerdWallet Wealth Partners
SEC 13F filings are viewable for NerdWallet Wealth Partners going back to 2025
- NerdWallet Wealth Partners 2026 Q2 filed July 8, 2026
- NerdWallet Wealth Partners 2026 Q1 filed May 5, 2026
- NerdWallet Wealth Partners 2025 Q4 filed Jan. 13, 2026