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

About Nerdwallet Wealth Partners, LLC

Investment Activity

Nerdwallet Wealth Partners, LLC has $229.20 million in total holdings as of March 31, 2026.
Nerdwallet Wealth Partners, LLC owns shares of 59 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 13.31% of the portfolio was purchased this quarter.
About 8.71% of the portfolio was sold this quarter.
This quarter, Nerdwallet Wealth Partners, LLC has purchased 61 new stocks and bought additional shares in 16 stocks.
Nerdwallet Wealth Partners, LLC sold shares of 22 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $74,392,930
Vanguard FTSE Developed Markets ETF: $32,719,849
WisdomTree U.S. LargeCap Dividend Fund: $20,996,965
iShares Short Treasury Bond ETF: $14,046,888
CAPITAL GRP FIXED INCM ETF T: $13,202,084

Largest New Holdings this Quarter

78462F103 - SPDR S&P 500 ETF Trust: $2,809,419 Holding
464287234 - iShares MSCI Emerging Markets ETF: $1,804,874 Holding
464287432 - iShares 20+ Year Treasury Bond ETF: $1,175,768 Holding
46436E569 - iShares ESG Select Screened S&P 500 ETF: $1,101,802 Holding
78464A334 - SPDR Bloomberg Short Term International Treasury Bond ETF: $544,753 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF: 118,447 shares (about $7.59M)
CAPITAL GRP FIXED INCM ETF T: 155,626 shares (about $4.09M)
iShares Core S&P 500 ETF: 4,862 shares (about $3.18M)
SPDR S&P 500 ETF Trust: 4,320 shares (about $2.81M)
iShares Core S&P Mid-Cap ETF: 31,088 shares (about $2.10M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 10,601 shares (about $3.40M)
iShares Short Treasury Bond ETF: 8,950 shares (about $987.99K)
Vanguard Real Estate ETF: 8,877 shares (about $787.46K)
iShares 1-3 Year Treasury Bond ETF: 7,952 shares (about $656.60K)
Alphabet: 2,029 shares (about $582.10K)

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	$74,392,930	$3,176,443 ▲	4.5%	113,869	32.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$32,719,849	$7,590,223 ▲	30.2%	510,600	14.3%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$20,996,965	$1,143,709 ▲	5.8%	235,046	9.2%	Finance
SHV iShares Short Treasury Bond ETF	$14,046,888	$987,989 ▼	-6.6%	127,248	6.1%	ETF
CAPITAL GRP FIXED INCM ETF T	$13,202,084	$4,086,747 ▲	44.8%	502,744	5.8%	CORE BOND ETF
VTI Vanguard Total Stock Market ETF	$8,926,868	$3,401,766 ▼	-27.6%	27,819	3.9%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$8,561,820	$656,601 ▼	-7.1%	103,691	3.7%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$5,382,371	$993,320 ▲	22.6%	99,577	2.3%	ETF
VOO Vanguard S&P 500 ETF	$4,945,378	$239,023 ▼	-4.6%	8,276	2.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$3,451,636	$2,099,481 ▲	155.3%	51,110	1.5%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,393,829	$471,409 ▲	16.1%	42,656	1.5%	ETF
VBR Vanguard Small-Cap Value ETF	$3,125,580	$322,010 ▼	-9.3%	14,385	1.4%	ETF
SPY SPDR S&P 500 ETF Trust	$2,809,419	$2,809,419 ▲	New Holding	4,320	1.2%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$2,433,297		0.0%	62,617	1.1%	ETF
AAPL Apple	$2,191,984	$228,919 ▼	-9.5%	8,637	1.0%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,006,362	$699,865 ▲	53.6%	16,140	0.9%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,804,874	$1,804,874 ▲	New Holding	31,779	0.8%	Finance
MSFT Microsoft	$1,550,924	$145,839 ▼	-8.6%	4,190	0.7%	Computer and Technology
DFAT Dimensional U.S. Targeted Value ETF	$1,465,452		0.0%	23,466	0.6%	ETF
EFA iShares MSCI EAFE ETF	$1,297,365	$17,386 ▼	-1.3%	13,357	0.6%	Finance
GLD SPDR Gold Shares	$1,227,109	$13,338 ▼	-1.1%	2,852	0.5%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$1,175,768	$1,175,768 ▲	New Holding	13,563	0.5%	ETF
AMZN Amazon.com	$1,114,869	$74,561 ▲	7.2%	5,353	0.5%	Retail/Wholesale
XVV iShares ESG Select Screened S&P 500 ETF	$1,101,802	$1,101,802 ▲	New Holding	22,385	0.5%	ETF
CAPITAL GROUP INTERNATIONAL	$1,053,097	$49,665 ▲	4.9%	31,806	0.5%	SHS
META Meta Platforms	$1,029,834	$21,741 ▲	2.2%	1,800	0.4%	Computer and Technology
NVDA NVIDIA	$1,010,299	$53,366 ▼	-5.0%	5,793	0.4%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$889,182	$521,845 ▲	142.1%	8,828	0.4%	ETF
GOOG Alphabet	$852,350	$582,100 ▼	-40.6%	2,971	0.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$751,452	$294,699 ▲	64.5%	2,555	0.3%	Finance
DFUV Dimensional US Marketwide Value ETF	$737,367		0.0%	15,216	0.3%	ETF
PABU iShares Paris-Aligned Climate MSCI USA ETF	$735,890	$4,174 ▼	-0.6%	11,107	0.3%	ETF
VNQ Vanguard Real Estate ETF	$700,881	$787,460 ▼	-52.9%	7,901	0.3%	ETF
BRK.B Berkshire Hathaway	$547,726	$6,230 ▼	-1.1%	1,143	0.2%	Finance
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF	$544,753	$544,753 ▲	New Holding	20,236	0.2%	ETF
PKG Packaging Corporation of America	$494,473	$2,122 ▼	-0.4%	2,330	0.2%	Industrials
QQQ Invesco QQQ	$450,864	$102,758 ▲	29.5%	781	0.2%	Finance
GOOGL Alphabet	$431,282	$46,578 ▼	-9.7%	1,500	0.2%	Computer and Technology
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$430,842		0.0%	12,683	0.2%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$352,119	$278,217 ▼	-44.1%	5,913	0.2%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$340,272	$32,952 ▼	-8.8%	2,406	0.1%	Manufacturing
IWF iShares Russell 1000 Growth ETF	$330,034		0.0%	774	0.1%	ETF
AVGO Broadcom	$318,795	$21,666 ▲	7.3%	1,030	0.1%	Computer and Technology
MUB iShares National Muni Bond ETF	$311,086	$311,086 ▲	New Holding	2,930	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$276,275		0.0%	1,293	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$272,857	$272 ▼	-0.1%	3,014	0.1%	ETF
TSLA Tesla	$267,288	$26,766 ▼	-9.1%	719	0.1%	Auto/Tires/Trucks
SCHF Schwab International Equity ETF	$259,888	$259,888 ▲	New Holding	10,501	0.1%	ETF
SRE Sempra Energy	$256,432	$8,940 ▼	-3.4%	2,639	0.1%	Utilities
XLK Technology Select Sector SPDR Fund	$242,410	$242,410 ▲	New Holding	1,824	0.1%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$240,573	$240,573 ▲	New Holding	2,516	0.1%	Manufacturing
CAT Caterpillar	$230,958	$230,958 ▲	New Holding	326	0.1%	Industrials
SCHB Schwab US Broad Market ETF	$226,336	$9,664 ▲	4.5%	9,017	0.1%	ETF
DE Deere & Company	$224,193	$224,193 ▲	New Holding	398	0.1%	Industrials
EEMA iShares MSCI Emerging Markets Asia ETF	$222,871		0.0%	2,328	0.1%	Manufacturing
RELX Relx	$220,646		0.0%	6,656	0.1%	Computer and Technology
JNJ Johnson & Johnson	$211,064	$211,064 ▲	New Holding	863	0.1%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$210,369	$3,418 ▼	-1.6%	1,477	0.1%	ETF
V Visa	$200,990		0.0%	665	0.1%	Business Services
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$0	$2,794,962 ▼	-100.0%	0	0.0%	ETF
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$0	$1,745,768 ▼	-100.0%	0	0.0%	ETF
GCC WisdomTree Continuous Commodity Index Fund	$0	$1,434,007 ▼	-100.0%	0	0.0%	ETF
GBDC Golub Capital BDC	$0	$1,301,752 ▼	-100.0%	0	0.0%	Finance
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF	$0	$1,143,485 ▼	-100.0%	0	0.0%	ETF
DFIV Dimensional International Value ETF	$0	$937,272 ▼	-100.0%	0	0.0%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$0	$725,262 ▼	-100.0%	0	0.0%	Finance
IBND SPDR Bloomberg International Corporate Bond ETF	$0	$452,758 ▼	-100.0%	0	0.0%	ETF
BND Vanguard Total Bond Market ETF	$0	$365,461 ▼	-100.0%	0	0.0%	ETF
ADBE Adobe	$0	$278,942 ▼	-100.0%	0	0.0%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$0	$265,879 ▼	-100.0%	0	0.0%	ETF
ISHARES BITCOIN TRUST ETF	$0	$238,668 ▼	-100.0%	0	0.0%	SHS BEN INT
UNILEVER PLC	$0	$226,676 ▼	-100.0%	0	0.0%	SPON ADR NEW
PG Procter & Gamble	$0	$202,497 ▼	-100.0%	0	0.0%	Consumer Staples

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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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