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NerdWallet Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 2079593 · latest 13F-HR filed 2026-07-08

Backtest portfolio

NerdWallet Wealth Partners, LLC manages $290.2M in 13F-reported U.S. long-equity assets across 69 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (32.78%), VEA (14.90%), DLN (8.76%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 1, added to 51, and trimmed 1.

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.

Filer Information
Address
123 WILLIAM ST.
21ST FLOOR
NEW YORK, NY
Phone
(917) 723-1273
Filing Manager
NerdWallet Wealth Partners, LLC
NEW YORK, NY
Signatory
Lauren Sterling
Chief of Staff
Loading holdings…
AUM

$290.2M

Long-equity book

Holdings

69

Distinct positions

Period

2026-06-30

Filed 2026-07-08

Q/Q Activity

+11 / −1 / ↑51 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$20.7M +27.9%
  • VANGUARD TAX-MANAGED FDS$10.5M +32.2%
  • WISDOMTREE TR$4.4M +21.1%
  • CAPITAL GRP FIXED INCM ETF T$4.0M +30.6%
  • VANGUARD INTL EQUITY INDEX F$1.9M +35.5%
Show all 51 →

Top Trims

  • SPDR GOLD TR-$215.1K -17.5%
Show all 1 →

New Positions

  • DIMENSIONAL ETF TRUST$1.0M
  • VANECK ETF TRUST$290.6K
  • KLA CORP$274.6K
  • ISHARES TR$232.5K
  • NUSHARES ETF TR$230.9K
Show all 11 →

Exited Positions

  • ISHARES INC$222.9K
Show all 1 →
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 $95.1M 32.78% 127,022 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $43.2M 14.90% 607,015 SH
3 WISDOMTREE TR DLN 97717W307 $25.4M 8.76% 263,948 SH
4 CAPITAL GRP FIXED INCM ETF T CGCB 14020Y508 $17.2M 5.94% 658,570 SH
5 ISHARES TR SHV 464288679 $15.6M 5.37% 141,289 SH
6 VANGUARD INDEX FDS VTI 922908769 $10.1M 3.49% 27,384 SH
7 ISHARES TR SHY 464287457 $9.6M 3.32% 117,175 SH
8 VANGUARD INTL EQUITY INDEX F VWO 922042858 $7.3M 2.51% 122,146 SH
9 VANGUARD INDEX FDS VOO 922908363 $5.9M 2.05% 8,643 SH
10 ISHARES TR IJH 464287507 $4.9M 1.69% 63,507 SH
11 ISHARES TR HYG 464288513 $4.0M 1.39% 50,352 SH
12 VANGUARD INDEX FDS VBR 922908611 $3.5M 1.19% 14,263 SH
13 ISHARES TR IJR 464287804 $3.4M 1.17% 22,810 SH
14 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.3M 1.13% 4,388 SH
15 DIMENSIONAL ETF TRUST DFAC 25434V708 $2.8M 0.96% 62,617 SH
16 APPLE INC AAPL 037833100 $2.6M 0.90% 8,987 SH
17 ALPHABET INC GOOG 02079K107 $2.5M 0.85% 6,957 SH
18 ISHARES TR EEM 464287234 $2.2M 0.75% 31,891 SH
19 DIMENSIONAL ETF TRUST DFAT 25434V609 $1.6M 0.57% 23,466 SH
20 MICROSOFT CORP MSFT 594918104 $1.6M 0.54% 4,215 SH
21 ISHARES TR TLT 464287432 $1.5M 0.53% 17,924 SH
22 ISHARES TR XVV 46436E569 $1.5M 0.53% 26,929 SH
23 NVIDIA CORPORATION NVDA 67066G104 $1.4M 0.49% 7,116 SH
24 ISHARES TR EFA 464287465 $1.4M 0.49% 13,676 SH
25 AMAZON COM INC AMZN 023135106 $1.4M 0.47% 5,671 SH
26 CAPITAL GROUP INTERNATIONAL CGIC 14021T102 $1.4M 0.47% 37,130 SH
27 META PLATFORMS INC META 30303M102 $1.2M 0.42% 2,153 SH
28 ISHARES TR TLH 464288653 $1.2M 0.41% 11,961 SH
29 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.0M 0.35% 18,783 SH
30 SPDR GOLD TR GLD 78463V107 $1.0M 0.35% 2,746 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $856.5K 0.30% 2,617 SH
32 ISHARES TR PABU 46436E411 $846.2K 0.29% 11,107 SH
33 DIMENSIONAL ETF TRUST DFUV 25434V724 $837.0K 0.29% 15,216 SH
34 VANGUARD INDEX FDS VNQ 922908553 $702.4K 0.24% 7,287 SH
35 INVESCO QQQ TR QQQ 46090E103 $685.0K 0.24% 930 SH
36 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $629.0K 0.22% 1,257 SH
37 SPDR SERIES TRUST BWZ 78464A334 $626.5K 0.22% 23,421 SH
38 ALPHABET INC GOOGL 02079K305 $572.4K 0.20% 1,602 SH
39 PACKAGING CORP AMER PKG 695156109 $555.2K 0.19% 2,330 SH
40 ISHARES TR IWF 464287614 $498.4K 0.17% 4,014 SH
41 DIMENSIONAL ETF TRUST DFAX 25434V880 $467.2K 0.16% 12,683 SH
42 ISHARES TR ESGU 46435G425 $458.3K 0.16% 2,800 SH
43 ISHARES TR ESGD 46435G516 $439.7K 0.15% 4,277 SH
44 BROADCOM INC AVGO 11135F101 $399.3K 0.14% 1,057 SH
45 SELECT SECTOR SPDR TR XLK 81369Y803 $352.9K 0.12% 1,852 SH
46 CATERPILLAR INC CAT 149123101 $349.3K 0.12% 328 SH
47 TESLA INC TSLA 88160R101 $339.8K 0.12% 808 SH
48 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $337.1K 0.12% 5,715 SH
49 ISHARES TR IWD 464287598 $332.1K 0.11% 1,370 SH
50 ISHARES TR MUB 464288414 $321.9K 0.11% 2,991 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-08 $290.2M 69 0002079593-26-000005
2026-03-31 2026-05-05 $229.2M 59 0002079593-26-000004
2025-12-31 2026-01-13 $223.1M 61 0002079593-26-000003