NerdWallet Wealth Partners

NerdWallet Wealth Partners as of March 31, 2026

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 114k 653.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 14.3 $33M 511k 64.08
Wisdomtree Tr Us Largecap Divd (DLN) 9.2 $21M 235k 89.33
Ishares Tr Trust Ishare 0-1 (SHV) 6.1 $14M 127k 110.39
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 5.8 $13M 503k 26.26
Vanguard Index Fds Total Stk Mkt (VTI) 3.9 $8.9M 28k 320.89
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.7 $8.6M 104k 82.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $5.4M 100k 54.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $4.9M 8.3k 597.56
Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $3.5M 51k 67.53
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.5 $3.4M 43k 79.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $3.1M 14k 217.28
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $2.8M 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 8.6k 253.79
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $2.0M 16k 124.31
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.8M 32k 56.79
Microsoft Corporation (MSFT) 0.7 $1.6M 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 14k 86.69
Amazon (AMZN) 0.5 $1.1M 5.4k 208.27
Ishares Tr Esg Select Scre (XVV) 0.5 $1.1M 22k 49.22
Capital Group International SHS (CGIC) 0.5 $1.1M 32k 33.11
Meta Platforms Cl A (META) 0.4 $1.0M 1.8k 572.13
NVIDIA Corporation (NVDA) 0.4 $1.0M 5.8k 174.40
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $889k 8.8k 100.72
Alphabet Cap Stk Cl C (GOOG) 0.4 $852k 3.0k 286.89
JPMorgan Chase & Co. (JPM) 0.3 $752k 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 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 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 781.00 577.29
Alphabet Cap Stk Cl A (GOOGL) 0.2 $431k 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 5.9k 59.55
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $340k 2.4k 141.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $330k 774.00 426.40
Broadcom (AVGO) 0.1 $319k 1.0k 309.51
Ishares Tr National Mun Etf (MUB) 0.1 $311k 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 719.00 371.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $260k 11k 24.75
Sempra Energy (SRE) 0.1 $256k 2.6k 97.17
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $242k 1.8k 132.90
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $241k 2.5k 95.62
Caterpillar (CAT) 0.1 $231k 326.00 708.46
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $226k 9.0k 25.10
Deere & Company (DE) 0.1 $224k 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 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