Nerdwallet Wealth Partners, Llc Portfolio Stock Holdings
Nerdwallet Wealth Partners, Llc disclosed 59 stock positions valued at approximately $229.2 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 March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 59
- Portfolio Value
- $229.2M
Holdings by Sector
Nerdwallet Wealth Partners, Llc Portfolio Holdings in Q1 2026
58 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 32.46% | 113,869 | +4,862 | +4.46% | $74,392,930 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 14.28% | 510,600 | +118,447 | +30.20% | $32,719,849 |
| WISDOMTREE TR | DLN | Other | 9.16% | 235,046 | +12,803 | +5.76% | $20,996,965 |
| ISHARES TR | SHV | Other | 6.13% | 127,248 | -8,950 | -6.57% | $14,046,888 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 5.76% | 502,744 | +155,626 | +44.83% | $13,202,084 |
| VANGUARD INDEX FDS | VTI | Other | 3.89% | 27,819 | -10,601 | -27.59% | $8,926,868 |
| ISHARES TR | SHY | Other | 3.74% | 103,691 | -7,952 | -7.12% | $8,561,820 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.35% | 99,577 | +18,377 | +22.63% | $5,382,371 |
| VANGUARD INDEX FDS | VOO | Other | 2.16% | 8,276 | -400 | -4.61% | $4,945,378 |
| ISHARES TR | IJH | Other | 1.51% | 51,110 | +31,088 | +155.27% | $3,451,636 |
| ISHARES TR | HYG | Other | 1.48% | 42,656 | +5,925 | +16.13% | $3,393,829 |
| VANGUARD INDEX FDS | VBR | Other | 1.36% | 14,385 | -1,482 | -9.34% | $3,125,580 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.23% | 4,320 | +4,320 | +100.00% | $2,809,419 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.06% | 62,617 | - | - | $2,433,297 |
| APPLE INC | AAPL | Technology | 0.96% | 8,637 | -902 | -9.46% | $2,191,984 |
| ISHARES TR | IJR | Other | 0.88% | 16,140 | +5,630 | +53.57% | $2,006,362 |
| ISHARES TR | EEM | Other | 0.79% | 31,779 | +31,779 | +100.00% | $1,804,874 |
| MICROSOFT CORP | MSFT | Technology | 0.68% | 4,190 | -394 | -8.60% | $1,550,924 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.64% | 23,466 | - | - | $1,465,452 |
| ISHARES TR | EFA | Other | 0.57% | 13,357 | -179 | -1.32% | $1,297,365 |
| SPDR GOLD TR | GLD | Other | 0.54% | 2,852 | -31 | -1.08% | $1,227,109 |
| ISHARES TR | TLT | Other | 0.51% | 13,563 | +13,563 | +100.00% | $1,175,768 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.49% | 5,353 | +358 | +7.17% | $1,114,869 |
| ISHARES TR | XVV | Other | 0.48% | 22,385 | +22,385 | +100.00% | $1,101,802 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 1,800 | +38 | +2.16% | $1,029,834 |
| NVIDIA CORPORATION | NVDA | Technology | 0.44% | 5,793 | -306 | -5.02% | $1,010,299 |
| ISHARES TR | TLH | Other | 0.39% | 8,828 | +5,181 | +142.06% | $889,182 |
| ALPHABET INC | GOOG | Communication Services | 0.37% | 2,971 | -2,029 | -40.58% | $852,350 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.33% | 2,555 | +1,002 | +64.52% | $751,452 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.32% | 15,216 | - | - | $737,367 |
| ISHARES TR | PABU | Other | 0.32% | 11,107 | -63 | -0.56% | $735,890 |
| VANGUARD INDEX FDS | VNQ | Other | 0.31% | 7,901 | -8,877 | -52.91% | $700,881 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.24% | 1,143 | -13 | -1.12% | $547,726 |
| SPDR SERIES TRUST | BWZ | Other | 0.24% | 20,236 | +20,236 | +100.00% | $544,753 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 0.22% | 2,330 | -10 | -0.43% | $494,473 |
| INVESCO QQQ TR | QQQ | Other | 0.20% | 781 | +178 | +29.52% | $450,864 |
| ALPHABET INC | GOOGL | Communication Services | 0.19% | 1,500 | -162 | -9.75% | $431,282 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.19% | 12,683 | - | - | $430,842 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.15% | 5,913 | -4,672 | -44.14% | $352,119 |
| ISHARES TR | ESGU | Other | 0.15% | 2,406 | -233 | -8.83% | $340,272 |
| ISHARES TR | IWF | Other | 0.14% | 774 | - | - | $330,034 |
| BROADCOM INC | AVGO | Technology | 0.14% | 1,030 | +70 | +7.29% | $318,795 |
| ISHARES TR | MUB | Other | 0.14% | 2,930 | +2,930 | +100.00% | $311,086 |
| ISHARES TR | IWD | Other | 0.12% | 1,293 | - | - | $276,275 |
| ISHARES TR | IEFA | Other | 0.12% | 3,014 | -3 | -0.10% | $272,857 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 719 | -72 | -9.10% | $267,288 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.11% | 10,501 | +10,501 | +100.00% | $259,888 |
| SEMPRA | SRE | Utilities | 0.11% | 2,639 | -92 | -3.37% | $256,432 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.11% | 1,824 | +1,824 | +100.00% | $242,410 |
| ISHARES TR | ESGD | Other | 0.10% | 2,516 | +2,516 | +100.00% | $240,573 |
| CATERPILLAR INC | CAT | Industrials | 0.10% | 326 | +326 | +100.00% | $230,958 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.10% | 9,017 | +385 | +4.46% | $226,336 |
| DEERE & CO | DE | Industrials | 0.10% | 398 | +398 | +100.00% | $224,193 |
| ISHARES INC | EEMA | Other | 0.10% | 2,328 | - | - | $222,871 |
| RELX PLC | RELX | Industrials | 0.10% | 6,656 | - | - | $220,646 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 863 | +863 | +100.00% | $211,064 |
| ISHARES TR | ITOT | Other | 0.09% | 1,477 | -24 | -1.60% | $210,369 |
| VISA INC | V | Financial Services | 0.09% | 665 | - | - | $200,990 |