Nerdwallet Wealth Partners, Llc Portfolio Stock Holdings
Nerdwallet Wealth Partners, Llc disclosed 69 stock positions valued at approximately $290.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and WISDOMTREE TR. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 69
- Portfolio Value
- $290.2M
Holdings by Sector
Nerdwallet Wealth Partners, Llc Portfolio Holdings in Q2 2026
66 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 32.78% | 127,022 | +13,153 | +11.55% | $95,115,032 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 14.90% | 607,015 | +96,415 | +18.88% | $43,244,157 |
| WISDOMTREE TR | DLN | Other | 8.76% | 263,948 | +28,902 | +12.30% | $25,419,101 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 5.94% | 658,570 | +155,826 | +31.00% | $17,241,374 |
| ISHARES TR | SHV | Other | 5.37% | 141,289 | +14,041 | +11.03% | $15,591,183 |
| VANGUARD INDEX FDS | VTI | Other | 3.49% | 27,384 | -435 | -1.56% | $10,131,353 |
| ISHARES TR | SHY | Other | 3.32% | 117,175 | +13,484 | +13.00% | $9,621,472 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.51% | 122,146 | +22,569 | +22.66% | $7,290,531 |
| VANGUARD INDEX FDS | VOO | Other | 2.05% | 8,643 | +367 | +4.43% | $5,937,253 |
| ISHARES TR | IJH | Other | 1.69% | 63,507 | +12,397 | +24.26% | $4,895,593 |
| ISHARES TR | HYG | Other | 1.39% | 50,352 | +7,696 | +18.04% | $4,026,731 |
| VANGUARD INDEX FDS | VBR | Other | 1.19% | 14,263 | -122 | -0.85% | $3,462,718 |
| ISHARES TR | IJR | Other | 1.17% | 22,810 | +6,670 | +41.33% | $3,382,489 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.13% | 4,388 | +68 | +1.57% | $3,276,939 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.96% | 62,617 | - | - | $2,777,690 |
| APPLE INC | AAPL | Technology | 0.90% | 8,987 | +350 | +4.05% | $2,600,551 |
| ALPHABET INC | GOOG | Communication Services | 0.85% | 6,957 | +3,986 | +134.16% | $2,457,944 |
| ISHARES TR | EEM | Other | 0.75% | 31,891 | +112 | +0.35% | $2,180,496 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.57% | 23,466 | - | - | $1,640,273 |
| MICROSOFT CORP | MSFT | Technology | 0.54% | 4,215 | +25 | +0.60% | $1,572,325 |
| ISHARES TR | TLT | Other | 0.53% | 17,924 | +4,361 | +32.15% | $1,548,991 |
| ISHARES TR | XVV | Other | 0.53% | 26,929 | +4,544 | +20.30% | $1,529,312 |
| NVIDIA CORPORATION | NVDA | Technology | 0.49% | 7,116 | +1,323 | +22.84% | $1,424,011 |
| ISHARES TR | EFA | Other | 0.49% | 13,676 | +319 | +2.39% | $1,420,663 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 5,671 | +318 | +5.94% | $1,351,626 |
| META PLATFORMS INC | META | Communication Services | 0.42% | 2,153 | +353 | +19.61% | $1,212,726 |
| ISHARES TR | TLH | Other | 0.41% | 11,961 | +3,133 | +35.49% | $1,200,362 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.35% | 18,783 | - | - | $1,014,658 |
| SPDR GOLD TR | GLD | Other | 0.35% | 2,746 | -106 | -3.72% | $1,012,051 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.30% | 2,617 | +62 | +2.43% | $856,482 |
| ISHARES TR | PABU | Other | 0.29% | 11,107 | - | - | $846,231 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.29% | 15,216 | - | - | $837,032 |
| VANGUARD INDEX FDS | VNQ | Other | 0.24% | 7,287 | -614 | -7.77% | $702,392 |
| INVESCO QQQ TR | QQQ | Other | 0.24% | 930 | +149 | +19.08% | $684,963 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.22% | 1,257 | +114 | +9.97% | $628,990 |
| SPDR SERIES TRUST | BWZ | Other | 0.22% | 23,421 | +3,185 | +15.74% | $626,512 |
| ALPHABET INC | GOOGL | Communication Services | 0.20% | 1,602 | +102 | +6.80% | $572,439 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 0.19% | 2,330 | - | - | $555,192 |
| ISHARES TR | IWF | Other | 0.17% | 4,014 | +3,240 | +418.60% | $498,418 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.16% | 12,683 | - | - | $467,242 |
| ISHARES TR | ESGU | Other | 0.16% | 2,800 | +394 | +16.38% | $458,294 |
| ISHARES TR | ESGD | Other | 0.15% | 4,277 | +1,761 | +69.99% | $439,711 |
| BROADCOM INC | AVGO | Technology | 0.14% | 1,057 | +27 | +2.62% | $399,315 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.12% | 1,852 | +28 | +1.54% | $352,870 |
| CATERPILLAR INC | CAT | Industrials | 0.12% | 328 | +2 | +0.61% | $349,287 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 808 | +89 | +12.38% | $339,845 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.12% | 5,715 | -198 | -3.35% | $337,071 |
| ISHARES TR | IWD | Other | 0.11% | 1,370 | +77 | +5.96% | $332,129 |
| ISHARES TR | MUB | Other | 0.11% | 2,991 | +61 | +2.08% | $321,890 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.11% | 11,282 | +781 | +7.44% | $312,521 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.10% | 10,346 | +1,329 | +14.74% | $299,631 |
| ISHARES TR | IEFA | Other | 0.10% | 3,098 | +84 | +2.79% | $299,256 |
| VANECK ETF TRUST | SMH | Other | 0.10% | 443 | +443 | +100.00% | $290,577 |
| KLA CORP | KLAC | Technology | 0.09% | 910 | +910 | +100.00% | $274,556 |
| ISHARES TR | ITOT | Other | 0.09% | 1,613 | +136 | +9.21% | $264,968 |
| DEERE & CO | DE | Industrials | 0.09% | 398 | - | - | $252,463 |
| SEMPRA | SRE | Utilities | 0.08% | 2,638 | -1 | -0.04% | $244,569 |
| VISA INC | V | Financial Services | 0.08% | 695 | +30 | +4.51% | $238,506 |
| ISHARES TR | IGOV | Other | 0.08% | 5,666 | +5,666 | +100.00% | $232,476 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.08% | 393 | +393 | +100.00% | $228,298 |
| ISHARES INC | IEMG | Other | 0.08% | 2,747 | +2,747 | +100.00% | $227,702 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 890 | +27 | +3.13% | $226,159 |
| RELX PLC | RELX | Industrials | 0.07% | 6,656 | - | - | $210,796 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.07% | 293 | +293 | +100.00% | $206,079 |
| VANGUARD WORLD FD | ESGV | Other | 0.07% | 1,553 | +1,553 | +100.00% | $205,385 |
| MASCO CORP | MAS | Industrials | 0.07% | 2,500 | +2,500 | +100.00% | $203,425 |