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Nerdy shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Nerdy (NRDY) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Nerdy

Tip: Access up to 7 years of quarterly data

All positions including Nerdy held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nerdy by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $87 107 0.81

More positions owned by Wealth Preservation Advisors

Nvidia Corp Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class Class C Common Stock (GOOG)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)
Netflix Common Stock (NFLX)
Vanguard Mid-cap Value Index Fund Etf Shares Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)
Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)
Ishares Currency Hedged Msci Eafe Etf Uit Exchange Traded (HEFA)
Uber Technologies Common Stock (UBER)
Dimensional Us Small Capvalue Etf Uit Exchange Traded (DFSV)

View all positions for Wealth Preservation Advisors

Top funds holding Nerdy

BlackRock
Technology Crossover Management VIII
Vanguard Group
Vanguard Capital Management
Franklin Resources
Geode Capital Management
State Street Corporation
GSA Capital Partners
Northern Trust
AQR Capital Management
Vanguard Fiduciary Trust
Jane Street
Goldman Sachs Group
Vanguard Portfolio Management
Dauntless Investment Group

View all funds holding Nerdy