Nerdwallet Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Nerdwallet Wealth Partners, Llc disclosed 67 stock positions valued at approximately $290.19M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and WISDOMTREE TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 67
- Portfolio Value
- $290.19M
Holdings by Sector
Nerdwallet Wealth Partners, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 67 holdings in the latest reporting period.