Nerdwallet Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Nerdwallet Wealth Partners, LLC

Investment Activity

Nerdwallet Wealth Partners, LLC has $290.19 million in total holdings as of June 30, 2026.
Nerdwallet Wealth Partners, LLC owns shares of 69 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 13.15% of the portfolio was purchased this quarter.
About 0.18% of the portfolio was sold this quarter.
This quarter, Nerdwallet Wealth Partners, LLC has purchased 59 new stocks and bought additional shares in 44 stocks.
Nerdwallet Wealth Partners, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $95,115,032
Vanguard FTSE Developed Markets ETF: $43,244,157
WisdomTree U.S. LargeCap Dividend Fund: $25,419,101
CAPITAL GRP FIXED INCM ETF T: $17,241,374
iShares Short Treasury Bond ETF: $15,591,183

Largest New Holdings this Quarter

25434V807 - Dimensional International Value ETF: $1,014,658 Holding
92189F676 - VanEck Semiconductor ETF: $290,577 Holding
482480100 - KLA: $274,556 Holding
464288117 - iShares International Treasury Bond ETF: $232,476 Holding
67092P813 - Nuveen ESG Dividend ETF: $230,920 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 13,153 shares (about $9.85M)
Vanguard FTSE Developed Markets ETF: 96,415 shares (about $6.87M)
CAPITAL GRP FIXED INCM ETF T: 155,826 shares (about $4.08M)
WisdomTree U.S. LargeCap Dividend Fund: 28,902 shares (about $2.78M)
iShares Short Treasury Bond ETF: 14,041 shares (about $1.55M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 435 shares (about $160.94K)
Vanguard Real Estate ETF: 614 shares (about $59.18K)
SPDR Gold Shares: 106 shares (about $39.07K)
Vanguard Small-Cap Value ETF: 122 shares (about $29.62K)
Vanguard Intermediate-Term Treasury ETF: 198 shares (about $11.68K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$95,115,032	$9,849,066 â–²	11.6%	127,022	32.8%	ETF
VEA Vanguard FTSE Developed Markets ETF	$43,244,157	$6,868,669 â–²	18.9%	607,015	14.9%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$25,419,101	$2,783,362 â–²	12.3%	263,948	8.8%	Finance
CAPITAL GRP FIXED INCM ETF T	$17,241,374	$4,079,527 â–²	31.0%	658,570	5.9%	CORE BOND ETF
SHV iShares Short Treasury Bond ETF	$15,591,183	$1,549,419 â–²	11.0%	141,289	5.4%	ETF
VTI Vanguard Total Stock Market ETF	$10,131,353	$160,938 â–¼	-1.6%	27,384	3.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$9,621,472	$1,107,198 â–²	13.0%	117,175	3.3%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$7,290,531	$1,347,076 â–²	22.7%	122,146	2.5%	ETF
VOO Vanguard S&P 500 ETF	$5,937,253	$252,108 â–²	4.4%	8,643	2.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,895,593	$955,653 â–²	24.3%	63,507	1.7%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$4,026,731	$615,462 â–²	18.0%	50,352	1.4%	ETF
VBR Vanguard Small-Cap Value ETF	$3,462,718	$29,619 â–¼	-0.8%	14,263	1.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$3,382,489	$989,093 â–²	41.3%	22,810	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$3,276,939	$50,782 â–²	1.6%	4,388	1.1%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$2,777,690		0.0%	62,617	1.0%	ETF
AAPL Apple	$2,600,551	$101,279 â–²	4.1%	8,987	0.9%	Computer and Technology
GOOG Alphabet	$2,457,944	$1,408,274 â–²	134.2%	6,957	0.8%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$2,180,496	$7,658 â–²	0.4%	31,891	0.8%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$1,640,273		0.0%	23,466	0.6%	ETF
MSFT Microsoft	$1,572,325	$9,326 â–²	0.6%	4,215	0.5%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$1,548,991	$376,877 â–²	32.2%	17,924	0.5%	ETF
XVV iShares ESG Select Screened S&P 500 ETF	$1,529,312	$258,056 â–²	20.3%	26,929	0.5%	ETF
NVDA NVIDIA	$1,424,011	$264,751 â–²	22.8%	7,116	0.5%	Computer and Technology
EFA iShares MSCI EAFE ETF	$1,420,663	$33,138 â–²	2.4%	13,676	0.5%	Finance
AMZN Amazon.com	$1,351,626	$75,792 â–²	5.9%	5,671	0.5%	Retail/Wholesale
CAPITAL GROUP INTERNATIONAL	$1,351,161	$193,740 â–²	16.7%	37,130	0.5%	SHS
META Meta Platforms	$1,212,726	$198,835 â–²	19.6%	2,153	0.4%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$1,200,362	$314,416 â–²	35.5%	11,961	0.4%	ETF
DFIV Dimensional International Value ETF	$1,014,658	$1,014,658 â–²	New Holding	18,783	0.3%	ETF
GLD SPDR Gold Shares	$1,012,051	$39,067 â–¼	-3.7%	2,746	0.3%	Finance
JPM JPMorgan Chase & Co.	$856,482	$20,291 â–²	2.4%	2,617	0.3%	Finance
PABU iShares Paris-Aligned Climate MSCI USA ETF	$846,231		0.0%	11,107	0.3%	ETF
DFUV Dimensional US Marketwide Value ETF	$837,032		0.0%	15,216	0.3%	ETF
VNQ Vanguard Real Estate ETF	$702,392	$59,183 â–¼	-7.8%	7,287	0.2%	ETF
QQQ Invesco QQQ	$684,963	$109,741 â–²	19.1%	930	0.2%	Finance
BRK.B Berkshire Hathaway	$628,990	$57,044 â–²	10.0%	1,257	0.2%	Finance
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF	$626,512	$85,199 â–²	15.7%	23,421	0.2%	ETF
GOOGL Alphabet	$572,439	$36,447 â–²	6.8%	1,602	0.2%	Computer and Technology
PKG Packaging Corporation of America	$555,192		0.0%	2,330	0.2%	Industrials
IWF iShares Russell 1000 Growth ETF	$498,418	$402,310 â–²	418.6%	4,014	0.2%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$467,242		0.0%	12,683	0.2%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$458,294	$64,489 â–²	16.4%	2,800	0.2%	Manufacturing
ESGD iShares ESG Aware MSCI EAFE ETF	$439,711	$181,045 â–²	70.0%	4,277	0.2%	Manufacturing
AVGO Broadcom	$399,315	$10,200 â–²	2.6%	1,057	0.1%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$352,870	$5,335 â–²	1.5%	1,852	0.1%	ETF
CAT Caterpillar	$349,287	$2,130 â–²	0.6%	328	0.1%	Industrials
TSLA Tesla	$339,845	$37,433 â–²	12.4%	808	0.1%	Auto/Tires/Trucks
VGIT Vanguard Intermediate-Term Treasury ETF	$337,071	$11,678 â–¼	-3.3%	5,715	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$332,129	$18,667 â–²	6.0%	1,370	0.1%	ETF
MUB iShares National Muni Bond ETF	$321,890	$6,565 â–²	2.1%	2,991	0.1%	ETF
SCHF Schwab International Equity ETF	$312,521	$21,634 â–²	7.4%	11,282	0.1%	ETF
SCHB Schwab US Broad Market ETF	$299,631	$38,489 â–²	14.7%	10,346	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$299,256	$8,114 â–²	2.8%	3,098	0.1%	ETF
SMH VanEck Semiconductor ETF	$290,577	$290,577 â–²	New Holding	443	0.1%	Manufacturing
KLAC KLA	$274,556	$274,556 â–²	New Holding	910	0.1%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$264,968	$22,341 â–²	9.2%	1,613	0.1%	ETF
DE Deere & Company	$252,463		0.0%	398	0.1%	Industrials
SRE Sempra Energy	$244,569	$93 â–¼	0.0%	2,638	0.1%	Utilities
V Visa	$238,506	$10,295 â–²	4.5%	695	0.1%	Business Services
IGOV iShares International Treasury Bond ETF	$232,476	$232,476 â–²	New Holding	5,666	0.1%	ETF
NUDV Nuveen ESG Dividend ETF	$230,920	$230,920 â–²	New Holding	7,094	0.1%	ETF
AMD Advanced Micro Devices	$228,298	$228,298 â–²	New Holding	393	0.1%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$227,702	$227,702 â–²	New Holding	2,747	0.1%	ETF
JNJ Johnson & Johnson	$226,159	$6,861 â–²	3.1%	890	0.1%	Medical
RELX Relx	$210,796		0.0%	6,656	0.1%	Computer and Technology
UNILEVER PLC	$208,376	$208,376 â–²	New Holding	3,466	0.1%	SPON ADR NEW
MDY SPDR S&P MidCap 400 ETF Trust	$206,079	$206,079 â–²	New Holding	293	0.1%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$205,385	$205,385 â–²	New Holding	1,553	0.1%	ETF
MAS Masco	$203,425	$203,425 â–²	New Holding	2,500	0.1%	Construction
EEMA iShares MSCI Emerging Markets Asia ETF	$0	$222,871 â–¼	-100.0%	0	0.0%	Manufacturing

Showing largest 100 holdings. View all holdings.

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Nerdwallet Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Nerdwallet Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Nerdwallet Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Nerdwallet Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNerdwallet Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools