NerdWallet Wealth Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), NerdWallet Wealth Partners, LLC reported 69 stock positions worth $290.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 32.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 14.9%) and Wisdomtree US Largecap Divid (DLN, 8.8%). Compared with Q1 2026, it opened 11 new positions, sold out of 1, added to 44 and reduced 6. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +19%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −2%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002079593
Portfolio Value
$290.2M (Q2 2026)
SEC Filing
0002079593-26-000005 ↗ filed Jul 8, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q3 2025: $204.0M Q3 2025 Q4 2025: $223.1M Q4 2025 Q1 2026: $229.2M Q1 2026 Q2 2026: $290.2M $290.2M Q2 2026

Holdings 69 stocks · $290.2M
IVV iShares Core S&P 500 ETF 32.78% 127,022 $95.1M Add +11.6%
VEA Vanguard Ftse Developed ETF 14.90% 607,015 $43.2M Add +18.9%
DLN Wisdomtree US Largecap Divid 8.76% 263,948 $25.4M Add +12.3%
CGCB Cap Group Core Bond 5.94% 658,570 $17.2M Add +31.0%
SHV iShares 0-1 Year Treasury Bo 5.37% 141,289 $15.6M Add +11.0%
VTI VG Morningstar TS MKT ETF-US 3.49% 27,384 $10.1M Reduce -1.6%
SHY iShares 1-3 Year Treasury Bo 3.32% 117,175 $9.6M Add +13.0%
VWO Vanguard Ftse Emerging Marke 2.51% 122,146 $7.3M Add +22.7%
VOO Vanguard S&P 500 ETF 2.05% 8,643 $5.9M Add +4.4%
IJH iShares Core S&P Midcap ETF 1.69% 63,507 $4.9M Add +24.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.39% 50,352 $4.0M Add +18.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.19% 14,263 $3.5M Reduce -0.8%
IJR iShares Core S&P Small-Cap E 1.17% 22,810 $3.4M Add +41.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.13% 4,388 $3.3M Add +1.6%
DFAC Dimensional US Core Equity 2 0.96% 62,617 $2.8M No change
AAPL Apple Inc. 0.90% 8,987 $2.6M Add +4.0%
GOOG Alphabet Inc. Class C 0.85% 6,957 $2.5M Add +134.2%
EEM iShares MSCI Emerging Market 0.75% 31,891 $2.2M Add +0.3%
DFAT Dimensional US Target Value 0.57% 23,466 $1.6M No change
MSFT Microsoft Corp. 0.54% 4,215 $1.6M Add +0.6%
TLT iShares 20+ Year Treasury BD 0.53% 17,924 $1.5M Add +32.1%
XVV iShares ESG Select Screened 0.53% 26,929 $1.5M Add +20.3%
NVDA Nvidia Corp. 0.49% 7,116 $1.4M Add +22.8%
EFA iShares MSCI Eafe ETF 0.49% 13,676 $1.4M Add +2.4%
AMZN Amazon.com Inc. 0.47% 5,671 $1.4M Add +5.9%
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.47% 37,130 $1.4M Add +16.7%
META Meta Platforms Inc. Class A 0.42% 2,153 $1.2M Add +19.6%
TLH iShares 10-20 Year Treasury 0.41% 11,961 $1.2M Add +35.5%
DFIV Dimensional International Va 0.35% 18,783 $1.0M New
GLD SPDR Gold Shares 0.35% 2,746 $1.0M Reduce -3.7%
JPM JPMorgan Chase & Co. 0.30% 2,617 $856K Add +2.4%
PABU Ishr Par-Alnd Clim Opt Mue-U 0.29% 11,107 $846K No change
DFUV Dimensional US Marketwide Va 0.29% 15,216 $837K No change
VNQ Vanguard Real Estate ETF 0.24% 7,287 $702K Reduce -7.8%
QQQ Invesco QQQ Trust Series 1 0.24% 930 $685K Add +19.1%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 1,257 $629K Add +10.0%
BWZ State Street SPDR Bloomberg 0.22% 23,421 $627K Add +15.7%
GOOGL Alphabet Inc. Class A 0.20% 1,602 $572K Add +6.8%
PKG Packaging Corp. of America 0.19% 2,330 $555K No change
IWF iShares Russell 1000 Growth 0.17% 4,014 $498K Add +29.6%
DFAX Dimensional World Ex US Core 0.16% 12,683 $467K No change
ESGU iShares ESG Aware MSCI USA 0.16% 2,800 $458K Add +16.4%
ESGD iShares Trust iShares ESG Aw 0.15% 4,277 $440K Add +70.0%
AVGO Broadcom Inc. 0.14% 1,057 $399K Add +2.6%
XLK SS Technology Select Sector 0.12% 1,852 $353K Add +1.5%
CAT Caterpillar Inc. 0.12% 328 $349K Add +0.6%
TSLA Tesla Inc. 0.12% 808 $340K Add +12.4%
VGIT Vanguard Intermediate-Term T 0.12% 5,715 $337K Reduce -3.4%
IWD iShares Russell 1000 Value E 0.11% 1,370 $332K Add +6.0%
MUB iShares National Muni Bond E 0.11% 2,991 $322K Add +2.1%
SCHF Schwab Intl Equity ETF 0.11% 11,282 $313K Add +7.4%
SCHB Schwab US Broad Market ETF 0.10% 10,346 $300K Add +14.7%
IEFA iShares Core MSCI Eafe ETF 0.10% 3,098 $299K Add +2.8%
SMH Vaneck Semiconductor ETF 0.10% 443 $291K New
KLAC KLA Corp. 0.09% 910 $275K New
ITOT iShares Core S&P Total U.S. 0.09% 1,613 $265K Add +9.2%
DE Deere & Co. 0.09% 398 $252K No change
SRE Sempra 0.08% 2,638 $245K Reduce -0.0%
V Visa Inc. Class A 0.08% 695 $239K Add +4.5%
IGOV iShares International Treasu 0.08% 5,666 $232K New
NUDV Nuveen ESG Dividend ETF 0.08% 7,094 $231K New
AMD Advanced Micro Devices 0.08% 393 $228K New
IEMG iShares Core MSCI Emerging 0.08% 2,747 $228K New
JNJ Johnson & Johnson 0.08% 890 $226K Add +3.1%
RELX Relx PLC - Spon ADR 0.07% 6,656 $211K No change
UL Unilever PLC-Sponsored ADR 0.07% 3,466 $208K New
MDY State Street SPDR S&P Midcap 0.07% 293 $206K New
ESGV Vanguard ESG US Stock ETF 0.07% 1,553 $205K New
MAS Masco Corp. 0.07% 2,500 $203K New

Portfolio Sells Q1 2026 → Q2 2026
VTI VG Morningstar TS MKT ETF-US Reduce -1.6% 3.49% −0.40
GLD SPDR Gold Shares Reduce -3.7% 0.35% −0.19
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.8% 1.19% −0.17
EEMA iShares MSCI Emerg MRKT Asia Sold out 0.00% −0.10
VNQ Vanguard Real Estate ETF Reduce -7.8% 0.24% −0.06
VGIT Vanguard Intermediate-Term T Reduce -3.4% 0.12% −0.04
SRE Sempra Reduce -0.0% 0.08% −0.03

Portfolio Buys Q1 2026 → Q2 2026
VEA Vanguard Ftse Developed ETF Add +18.9% 14.90% +0.63
GOOG Alphabet Inc. Class C Add +134.2% 0.85% +0.48
DFIV Dimensional International Va New 0.35% +0.35
IVV iShares Core S&P 500 ETF Add +11.6% 32.78% +0.32
IJR iShares Core S&P Small-Cap E Add +41.3% 1.17% +0.29
CGCB Cap Group Core Bond Add +31.0% 5.94% +0.18
IJH iShares Core S&P Midcap ETF Add +24.3% 1.69% +0.18
VWO Vanguard Ftse Emerging Marke Add +22.7% 2.51% +0.16
SMH Vaneck Semiconductor ETF New 0.10% +0.10
KLAC KLA Corp. New 0.09% +0.09
IGOV iShares International Treasu New 0.08% +0.08
NUDV Nuveen ESG Dividend ETF New 0.08% +0.08
AMD Advanced Micro Devices New 0.08% +0.08
IEMG iShares Core MSCI Emerging New 0.08% +0.08
UL Unilever PLC-Sponsored ADR New 0.07% +0.07
MDY State Street SPDR S&P Midcap New 0.07% +0.07
ESGV Vanguard ESG US Stock ETF New 0.07% +0.07
MAS Masco Corp. New 0.07% +0.07
NVDA Nvidia Corp. Add +22.8% 0.49% +0.05
ESGD iShares Trust iShares ESG Aw Add +70.0% 0.15% +0.05
XVV iShares ESG Select Screened Add +20.3% 0.53% +0.05
QQQ Invesco QQQ Trust Series 1 Add +19.1% 0.24% +0.04
IWF iShares Russell 1000 Growth Add +29.6% 0.17% +0.03
TLH iShares 10-20 Year Treasury Add +35.5% 0.41% +0.03
TLT iShares 20+ Year Treasury BD Add +32.1% 0.53% +0.02
CAT Caterpillar Inc. Add +0.6% 0.12% +0.02
XLK SS Technology Select Sector Add +1.5% 0.12% +0.02
ESGU iShares ESG Aware MSCI USA Add +16.4% 0.16% +0.01
GOOGL Alphabet Inc. Class A Add +6.8% 0.20% +0.01
CGIC Cap Group Intl Core Eq Add +16.7% 0.47% +0.01
SCHB Schwab US Broad Market ETF Add +14.7% 0.10% +0.00
TSLA Tesla Inc. Add +12.4% 0.12% +0.00
ITOT iShares Core S&P Total U.S. Add +9.2% 0.09% −0.00
AVGO Broadcom Inc. Add +2.6% 0.14% −0.00
V Visa Inc. Class A Add +4.5% 0.08% −0.01
SCHF Schwab Intl Equity ETF Add +7.4% 0.11% −0.01
IWD iShares Russell 1000 Value E Add +6.0% 0.11% −0.01
JNJ Johnson & Johnson Add +3.1% 0.08% −0.01
IEFA iShares Core MSCI Eafe ETF Add +2.8% 0.10% −0.02
AMZN Amazon.com Inc. Add +5.9% 0.47% −0.02
BWZ State Street SPDR Bloomberg Add +15.7% 0.22% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +10.0% 0.22% −0.02
MUB iShares National Muni Bond E Add +2.1% 0.11% −0.02
META Meta Platforms Inc. Class A Add +19.6% 0.42% −0.03
JPM JPMorgan Chase & Co. Add +2.4% 0.30% −0.03
EEM iShares MSCI Emerging Market Add +0.3% 0.75% −0.04
AAPL Apple Inc. Add +4.0% 0.90% −0.06
EFA iShares MSCI Eafe ETF Add +2.4% 0.49% −0.08
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +18.0% 1.39% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Add +1.6% 1.13% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 69$290.2MIVV, VEA, DLN, CGCB, SHV
Q1 2026 59$229.2MIVV, VEA, DLN, SHV, CGCB
Q4 2025 61$223.1MIVV, VEA, DLN, SHV, VTI
Q3 2025 61$204.0MIVV, VEA, DLN, SHV, VTI