NerdWallet Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 2079593 · latest 13F-HR filed 2026-05-05
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$229.2M
Long-equity book
Holdings
59
Distinct positions
Period
2026-03-31
Filed 2026-05-05
Q/Q Activity
+12 / −14 / ↑13 / ↓21
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD TAX-MANAGED FDS$8.3M +33.8%
- CAPITAL GRP FIXED INCM ETF T$4.0M +43.4%
- ISHARES TR$2.1M +161.4%
- WISDOMTREE TR$1.5M +7.4%
- VANGUARD INTL EQUITY INDEX F$1.0M +23.5%
Top Trims
- VANGUARD INDEX FDS-$4.0M -30.7%
- ISHARES TR-$956.3K -6.4%
- VANGUARD INDEX FDS-$783.8K -52.8%
- ALPHABET INC-$716.7K -45.7%
- ISHARES TR-$684.7K -7.4%
New Positions
- STATE STR SPDR S&P 500 ETF T$2.8M
- ISHARES TR$1.8M
- ISHARES TR$1.2M
- ISHARES TR$1.1M
- SPDR SERIES TRUST$544.8K
Exited Positions
- SPDR SERIES TRUST$2.8M
- ISHARES INC$1.7M
- WISDOMTREE TR$1.4M
- GOLUB CAP BDC INC$1.3M
- ISHARES TR$1.1M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $74.4M | 32.46% | 113,869 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $32.7M | 14.28% | 510,600 | SH |
| 3 | WISDOMTREE TR | DLN | 97717W307 | $21.0M | 9.16% | 235,046 | SH |
| 4 | ISHARES TR | SHV | 464288679 | $14.0M | 6.13% | 127,248 | SH |
| 5 | CAPITAL GRP FIXED INCM ETF T | CGCB | 14020Y508 | $13.2M | 5.76% | 502,744 | SH |
| 6 | VANGUARD INDEX FDS | VTI | 922908769 | $8.9M | 3.89% | 27,819 | SH |
| 7 | ISHARES TR | SHY | 464287457 | $8.6M | 3.74% | 103,691 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $5.4M | 2.35% | 99,577 | SH |
| 9 | VANGUARD INDEX FDS | VOO | 922908363 | $4.9M | 2.16% | 8,276 | SH |
| 10 | ISHARES TR | IJH | 464287507 | $3.5M | 1.51% | 51,110 | SH |
| 11 | ISHARES TR | HYG | 464288513 | $3.4M | 1.48% | 42,656 | SH |
| 12 | VANGUARD INDEX FDS | VBR | 922908611 | $3.1M | 1.36% | 14,385 | SH |
| 13 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.8M | 1.23% | 4,320 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.4M | 1.06% | 62,617 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $2.2M | 0.96% | 8,637 | SH |
| 16 | ISHARES TR | IJR | 464287804 | $2.0M | 0.88% | 16,140 | SH |
| 17 | ISHARES TR | EEM | 464287234 | $1.8M | 0.79% | 31,779 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $1.6M | 0.68% | 4,190 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.5M | 0.64% | 23,466 | SH |
| 20 | ISHARES TR | EFA | 464287465 | $1.3M | 0.57% | 13,357 | SH |
| 21 | SPDR GOLD TR | GLD | 78463V107 | $1.2M | 0.54% | 2,852 | SH |
| 22 | ISHARES TR | TLT | 464287432 | $1.2M | 0.51% | 13,563 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $1.1M | 0.49% | 5,353 | SH |
| 24 | ISHARES TR | XVV | 46436E569 | $1.1M | 0.48% | 22,385 | SH |
| 25 | CAPITAL GROUP INTERNATIONAL | CGIC | 14021T102 | $1.1M | 0.46% | 31,806 | SH |
| 26 | META PLATFORMS INC | META | 30303M102 | $1.0M | 0.45% | 1,800 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.0M | 0.44% | 5,793 | SH |
| 28 | ISHARES TR | TLH | 464288653 | $889.2K | 0.39% | 8,828 | SH |
| 29 | ALPHABET INC | GOOG | 02079K107 | $852.4K | 0.37% | 2,971 | SH |
| 30 | JPMORGAN CHASE & CO | JPM | 46625H100 | $751.5K | 0.33% | 2,555 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $737.4K | 0.32% | 15,216 | SH |
| 32 | ISHARES TR | PABU | 46436E411 | $735.9K | 0.32% | 11,107 | SH |
| 33 | VANGUARD INDEX FDS | VNQ | 922908553 | $700.9K | 0.31% | 7,901 | SH |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $547.7K | 0.24% | 1,143 | SH |
| 35 | SPDR SERIES TRUST | BWZ | 78464A334 | $544.8K | 0.24% | 20,236 | SH |
| 36 | PACKAGING CORP AMER | PKG | 695156109 | $494.5K | 0.22% | 2,330 | SH |
| 37 | INVESCO QQQ TR | QQQ | 46090E103 | $450.9K | 0.20% | 781 | SH |
| 38 | ALPHABET INC | GOOGL | 02079K305 | $431.3K | 0.19% | 1,500 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $430.8K | 0.19% | 12,683 | SH |
| 40 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $352.1K | 0.15% | 5,913 | SH |
| 41 | ISHARES TR | ESGU | 46435G425 | $340.3K | 0.15% | 2,406 | SH |
| 42 | ISHARES TR | IWF | 464287614 | $330.0K | 0.14% | 774 | SH |
| 43 | BROADCOM INC | AVGO | 11135F101 | $318.8K | 0.14% | 1,030 | SH |
| 44 | ISHARES TR | MUB | 464288414 | $311.1K | 0.14% | 2,930 | SH |
| 45 | ISHARES TR | IWD | 464287598 | $276.3K | 0.12% | 1,293 | SH |
| 46 | ISHARES TR | IEFA | 46432F842 | $272.9K | 0.12% | 3,014 | SH |
| 47 | TESLA INC | TSLA | 88160R101 | $267.3K | 0.12% | 719 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $259.9K | 0.11% | 10,501 | SH |
| 49 | SEMPRA | SRE | 816851109 | $256.4K | 0.11% | 2,639 | SH |
| 50 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $242.4K | 0.11% | 1,824 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $229.2M | 59 | 0002079593-26-000004 |
| 2025-12-31 | 2026-01-13 | $223.1M | 61 | 0002079593-26-000003 |