NerdWallet Wealth Partners

NerdWallet Wealth Partners as of June 30, 2026

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 127k 748.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 14.9 $43M 607k 71.24
Wisdomtree Tr Us Largecap Divd (DLN) 8.8 $25M 264k 96.30
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 5.9 $17M 659k 26.18
Ishares Tr Trust Ishare 0-1 (SHV) 5.4 $16M 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 117k 82.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $7.3M 122k 59.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $5.9M 8.6k 686.94
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $4.9M 64k 77.09
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $4.0M 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 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 9.0k 289.37
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.5M 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 18k 86.42
Ishares Tr Esg Select Scre (XVV) 0.5 $1.5M 27k 56.79
NVIDIA Corporation (NVDA) 0.5 $1.4M 7.1k 200.11
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.4M 14k 103.88
Amazon (AMZN) 0.5 $1.4M 5.7k 238.34
Capital Group International SHS (CGIC) 0.5 $1.4M 37k 36.39
Meta Platforms Cl A (META) 0.4 $1.2M 2.2k 563.27
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $1.2M 12k 100.36
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $1.0M 19k 54.02
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.0M 2.7k 368.55
JPMorgan Chase & Co. (JPM) 0.3 $857k 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 7.3k 96.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $685k 930.00 736.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $629k 1.3k 500.39
Spdr Series Trust Sst Spdr Bloombe (BWZ) 0.2 $627k 23k 26.75
Alphabet Cap Stk Cl A (GOOGL) 0.2 $572k 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 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 2.8k 163.68
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $440k 4.3k 102.81
Broadcom (AVGO) 0.1 $399k 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 808.00 420.60
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $337k 5.7k 58.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $332k 1.4k 242.43
Ishares Tr National Mun Etf (MUB) 0.1 $322k 3.0k 107.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $313k 11k 27.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $300k 10k 28.96
Ishares Tr Core Msci Eafe (IEFA) 0.1 $299k 3.1k 96.60
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $291k 443.00 655.93
Kla Corp Com New (KLAC) 0.1 $275k 910.00 301.71
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $265k 1.6k 164.27
Deere & Company (DE) 0.1 $253k 398.00 634.33
Sempra Energy (SRE) 0.1 $245k 2.6k 92.71
Visa Com Cl A (V) 0.1 $239k 695.00 343.17
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $233k 5.7k 41.03
Nushares Etf Tr Esg Dividend Etf (NUDV) 0.1 $231k 7.1k 32.55
Advanced Micro Devices (AMD) 0.1 $228k 393.00 580.91
Ishares Core Msci Emkt (IEMG) 0.1 $228k 2.7k 82.89
Johnson & Johnson (JNJ) 0.1 $226k 890.00 254.11
Relx Sponsored Adr (RELX) 0.1 $211k 6.7k 31.67
Unilever Spon Adr New (UL) 0.1 $208k 3.5k 60.12
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $206k 293.00 703.34
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $205k 1.6k 132.25
Masco Corporation (MAS) 0.1 $203k 2.5k 81.37