NerdWallet Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), NerdWallet Wealth Partners, LLC reported 59 stock positions worth $229.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 32.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 14.3%) and Wisdomtree US Largecap Divid (DLN, 9.2%). Compared with Q4 2025, it opened 12 new positions, sold out of 14, added to 16 and reduced 22. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +30%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002079593
- Portfolio Value
- $229.2M (Q1 2026)
- SEC Filing
- 0002079593-26-000004 ↗ filed May 5, 2026
Holdings Value
Holdings 59 stocks · $229.2M
| IVV iShares Core S&P 500 ETF | 32.46% | 113,869 | $74.4M | Add +4.5% |
| VEA Vanguard Ftse Developed ETF | 14.28% | 510,600 | $32.7M | Add +30.2% |
| DLN Wisdomtree US Largecap Divid | 9.16% | 235,046 | $21.0M | Add +5.8% |
| SHV iShares 0-1 Year Treasury Bo | 6.13% | 127,248 | $14.0M | Reduce -6.6% |
| CGCB Cap Group Core Bond | 5.76% | 502,744 | $13.2M | Add +44.8% |
| VTI VG Morningstar TS MKT ETF-US | 3.89% | 27,819 | $8.9M | Reduce -27.6% |
| SHY iShares 1-3 Year Treasury Bo | 3.74% | 103,691 | $8.6M | Reduce -7.1% |
| VWO Vanguard Ftse Emerging Marke | 2.35% | 99,577 | $5.4M | Add +22.6% |
| VOO Vanguard S&P 500 ETF | 2.16% | 8,276 | $4.9M | Reduce -4.6% |
| IJH iShares Core S&P Midcap ETF | 1.51% | 51,110 | $3.5M | Add +155.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.48% | 42,656 | $3.4M | Add +16.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.36% | 14,385 | $3.1M | Reduce -9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 4,320 | $2.8M | New |
| DFAC Dimensional US Core Equity 2 | 1.06% | 62,617 | $2.4M | No change |
| AAPL Apple Inc. | 0.96% | 8,637 | $2.2M | Reduce -9.5% |
| IJR iShares Core S&P Small-Cap E | 0.88% | 16,140 | $2.0M | Add +53.6% |
| EEM iShares MSCI Emerging Market | 0.79% | 31,779 | $1.8M | New |
| MSFT Microsoft Corp. | 0.68% | 4,190 | $1.6M | Reduce -8.6% |
| DFAT Dimensional US Target Value | 0.64% | 23,466 | $1.5M | No change |
| EFA iShares MSCI Eafe ETF | 0.57% | 13,357 | $1.3M | Reduce -1.3% |
| GLD SPDR Gold Shares | 0.54% | 2,852 | $1.2M | Reduce -1.1% |
| TLT iShares 20+ Year Treasury BD | 0.51% | 13,563 | $1.2M | New |
| AMZN Amazon.com Inc. | 0.49% | 5,353 | $1.1M | Add +7.2% |
| XVV iShares ESG Select Screened | 0.48% | 22,385 | $1.1M | New |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.46% | 31,806 | $1.1M | Add +5.0% |
| META Meta Platforms Inc. Class A | 0.45% | 1,800 | $1.0M | Add +2.2% |
| NVDA Nvidia Corp. | 0.44% | 5,793 | $1.0M | Reduce -5.0% |
| TLH iShares 10-20 Year Treasury | 0.39% | 8,828 | $889K | Add +142.1% |
| GOOG Alphabet Inc. Class C | 0.37% | 2,971 | $852K | Reduce -40.6% |
| JPM JPMorgan Chase & Co. | 0.33% | 2,555 | $751K | Add +64.5% |
| DFUV Dimensional US Marketwide Va | 0.32% | 15,216 | $737K | No change |
| PABU Ishr Par-Alnd Clim Opt Mue-U | 0.32% | 11,107 | $736K | Reduce -0.6% |
| VNQ Vanguard Real Estate ETF | 0.31% | 7,901 | $701K | Reduce -52.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 1,143 | $548K | Reduce -1.1% |
| BWZ State Street SPDR Bloomberg | 0.24% | 20,236 | $545K | New |
| PKG Packaging Corp. of America | 0.22% | 2,330 | $494K | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 781 | $451K | Add +29.5% |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,500 | $431K | Reduce -9.8% |
| DFAX Dimensional World Ex US Core | 0.19% | 12,683 | $431K | No change |
| VGIT Vanguard Intermediate-Term T | 0.15% | 5,913 | $352K | Reduce -44.1% |
| ESGU iShares ESG Aware MSCI USA | 0.15% | 2,406 | $340K | Reduce -8.8% |
| IWF iShares Russell 1000 Growth | 0.14% | 774 | $330K | No change |
| AVGO Broadcom Inc. | 0.14% | 1,030 | $319K | Add +7.3% |
| MUB iShares National Muni Bond E | 0.14% | 2,930 | $311K | New |
| IWD iShares Russell 1000 Value E | 0.12% | 1,293 | $276K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 3,014 | $273K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.12% | 719 | $267K | Reduce -9.1% |
| SCHF Schwab Intl Equity ETF | 0.11% | 10,501 | $260K | New |
| SRE Sempra | 0.11% | 2,639 | $256K | Reduce -3.4% |
| XLK SS Technology Select Sector | 0.11% | 1,824 | $242K | New |
| ESGD iShares Trust iShares ESG Aw | 0.10% | 2,516 | $241K | New |
| CAT Caterpillar Inc. | 0.10% | 326 | $231K | New |
| SCHB Schwab US Broad Market ETF | 0.10% | 9,017 | $226K | Add +4.5% |
| DE Deere & Co. | 0.10% | 398 | $224K | New |
| EEMA iShares MSCI Emerg MRKT Asia | 0.10% | 2,328 | $223K | No change |
| RELX Relx PLC - Spon ADR | 0.10% | 6,656 | $221K | No change |
| JNJ Johnson & Johnson | 0.09% | 863 | $211K | New |
| ITOT iShares Core S&P Total U.S. | 0.09% | 1,477 | $210K | Reduce -1.6% |
| V Visa Inc. Class A | 0.09% | 665 | $201K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -27.6% | 3.89% | −1.88 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Sold out | 0.00% | −1.25 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.78 |
| GCC Wisdomtree Enhanced Commodit | Sold out | 0.00% | −0.64 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -6.6% | 6.13% | −0.60 |
| GBDC Golub Capital BDC Inc. | Sold out | 0.00% | −0.58 |
| TLTW iShares 20+ Bond Buywrite | Sold out | 0.00% | −0.51 |
| DFIV Dimensional International Va | Sold out | 0.00% | −0.42 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -7.1% | 3.74% | −0.41 |
| VNQ Vanguard Real Estate ETF | Reduce -52.9% | 0.31% | −0.36 |
| GOOG Alphabet Inc. Class C | Reduce -40.6% | 0.37% | −0.33 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.33 |
| MSFT Microsoft Corp. | Reduce -8.6% | 0.68% | −0.32 |
| VOO Vanguard S&P 500 ETF | Reduce -4.6% | 2.16% | −0.27 |
| AAPL Apple Inc. | Reduce -9.5% | 0.96% | −0.21 |
| IBND SS SPDR BB Intl Corp. BD ETF | Sold out | 0.00% | −0.20 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.16 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -9.3% | 1.36% | −0.14 |
| VGIT Vanguard Intermediate-Term T | Reduce -44.1% | 0.15% | −0.13 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.13 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.12 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.11 |
| UL Unilever PLC-Sponsored ADR | Sold out | 0.00% | −0.10 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.09 |
| NVDA Nvidia Corp. | Reduce -5.0% | 0.44% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -9.8% | 0.19% | −0.04 |
| PABU Ishr Par-Alnd Clim Opt Mue-U | Reduce -0.6% | 0.32% | −0.04 |
| TSLA Tesla Inc. | Reduce -9.1% | 0.12% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -8.8% | 0.15% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.24% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.3% | 0.57% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.6% | 0.09% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 0.12% | −0.00 |
| PKG Packaging Corp. of America | Reduce -0.4% | 0.22% | −0.00 |
| SRE Sempra | Reduce -3.4% | 0.11% | +0.00 |
| GLD SPDR Gold Shares | Reduce -1.1% | 0.54% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +30.2% | 14.28% | +3.32 |
| CGCB Cap Group Core Bond | Add +44.8% | 5.76% | +1.63 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 1.23% | +1.23 |
| IJH iShares Core S&P Midcap ETF | Add +155.3% | 1.51% | +0.91 |
| EEM iShares MSCI Emerging Market | New | 0.79% | +0.79 |
| TLT iShares 20+ Year Treasury BD | New | 0.51% | +0.51 |
| XVV iShares ESG Select Screened | New | 0.48% | +0.48 |
| DLN Wisdomtree US Largecap Divid | Add +5.8% | 9.16% | +0.40 |
| VWO Vanguard Ftse Emerging Marke | Add +22.6% | 2.35% | +0.40 |
| IJR iShares Core S&P Small-Cap E | Add +53.6% | 0.88% | +0.31 |
| BWZ State Street SPDR Bloomberg | New | 0.24% | +0.24 |
| TLH iShares 10-20 Year Treasury | Add +142.1% | 0.39% | +0.22 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +16.1% | 1.48% | +0.15 |
| MUB iShares National Muni Bond E | New | 0.14% | +0.14 |
| SCHF Schwab Intl Equity ETF | New | 0.11% | +0.11 |
| XLK SS Technology Select Sector | New | 0.11% | +0.11 |
| ESGD iShares Trust iShares ESG Aw | New | 0.10% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +64.5% | 0.33% | +0.10 |
| CAT Caterpillar Inc. | New | 0.10% | +0.10 |
| DE Deere & Co. | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | New | 0.09% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +29.5% | 0.20% | +0.03 |
| CGIC Cap Group Intl Core Eq | Add +5.0% | 0.46% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +4.5% | 0.10% | −0.00 |
| AVGO Broadcom Inc. | Add +7.3% | 0.14% | −0.01 |
| AMZN Amazon.com Inc. | Add +7.2% | 0.49% | −0.03 |
| META Meta Platforms Inc. Class A | Add +2.2% | 0.45% | −0.07 |
| IVV iShares Core S&P 500 ETF | Add +4.5% | 32.46% | −0.97 |