Q2 2026 13F · SEC CIK 2079593

NerdWallet Wealth Partners, LLC

Wealth managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $290.2M
Reported positions: 69
Holdings vs S&P 500, 3 yrs: —
Assets under management: $262.8M

NerdWallet Wealth Partners, LLC is a wealth manager that reported 69 positions worth $290.2M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Ishares Tr (IVV, 32.8%), Vanguard Ftse Developed Markets Index Fu (VEA, 14.9%), Wisdomtree Tr (DLN, 8.8%).

NerdWallet Wealth Partners, LLC holdings largest 50 of 69 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

NerdWallet Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	32.8%	32.5%	127,022	+11.6%	$95.1M
VEAVanguard Ftse Developed Markets Index Fu	14.9%	14.3%	607,015	+18.9%	$43.2M
DLNWisdomtree Tr	8.8%	9.2%	263,948	+12.3%	$25.4M
CGCBCapital Grp Fixed Incm ETF T	5.9%	5.8%	658,570	+31.0%	$17.2M
SHVIshares Tr	5.4%	6.1%	141,289	+11.0%	$15.6M
VTIVanguard Index Fds	3.5%	3.9%	27,384	-1.6%	$10.1M
SHYIshares Tr	3.3%	3.7%	117,175	+13.0%	$9.6M
VWOVanguard Intl Equity Index F	2.5%	2.3%	122,146	+22.7%	$7.3M
VOOVanguard Index Fds	2.0%	2.2%	8,643	+4.4%	$5.9M
IJHIshares Tr	1.7%	1.5%	63,507	+24.3%	$4.9M
HYGIshares Tr	1.4%	1.5%	50,352	+18.0%	$4.0M
VBRVanguard Index Fds	1.2%	1.4%	14,263	-0.8%	$3.5M
IJRIshares Tr	1.2%	0.9%	22,810	+41.3%	$3.4M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.2%	4,388	+1.6%	$3.3M
DFACDimensional ETF Trust	1.0%	1.1%	62,617	+0.0%	$2.8M
AAPLApple Inc	0.9%	1.0%	8,987	+4.1%	$2.6M
GOOGAlphabet Inc	0.8%	0.4%	6,957	+134.2%	$2.5M
EEMIshares Tr	0.8%	0.8%	31,891	+0.4%	$2.2M
DFATDimensional ETF Trust	0.6%	0.6%	23,466	+0.0%	$1.6M
MSFTMicrosoft Corp	0.5%	0.7%	4,215	+0.6%	$1.6M
TLTIshares Tr	0.5%	0.5%	17,924	+32.2%	$1.5M
XVVIshares Tr	0.5%	0.5%	26,929	+20.3%	$1.5M
NVDANvidia Corporation	0.5%	0.4%	7,116	+22.8%	$1.4M
EFAIshares Tr	0.5%	0.6%	13,676	+2.4%	$1.4M
AMZNAmazon Com Inc	0.5%	0.5%	5,671	+5.9%	$1.4M
CGICCapital Group International	0.5%	0.5%	37,130	+16.7%	$1.4M
METAMeta Platforms Inc	0.4%	0.4%	2,153	+19.6%	$1.2M
TLHIshares Tr	0.4%	0.4%	11,961	+35.5%	$1.2M
DFIVDimensional ETF Trust	0.3%	—	18,783	—	$1.0M
GLDSpdr Gold Tr	0.3%	0.5%	2,746	-3.7%	$1.0M
JPMJpmorgan Chase & Co	0.3%	0.3%	2,617	+2.4%	$856K
PABUIshares Tr	0.3%	0.3%	11,107	+0.0%	$846K
DFUVDimensional ETF Trust	0.3%	0.3%	15,216	+0.0%	$837K
VNQVanguard Index Fds	0.2%	0.3%	7,287	-7.8%	$702K
QQQInvesco Qqq Tr	0.2%	0.2%	930	+19.1%	$685K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,257	+10.0%	$629K
BWZSPDR Short International	0.2%	0.2%	23,421	+15.7%	$627K
GOOGLAlphabet Inc	0.2%	0.2%	1,602	+6.8%	$572K
PKGPackaging Corp Amer	0.2%	0.2%	2,330	+0.0%	$555K
IWFIshares Tr	0.2%	0.1%	4,014	+418.6%	$498K
DFAXDimensional ETF Trust	0.2%	0.2%	12,683	+0.0%	$467K
ESGUIshares Tr	0.2%	0.1%	2,800	+16.4%	$458K
ESGDiShares ESG Aware MSCI EAFE ETF	0.2%	—	4,277	—	$440K
AVGOBroadcom Inc	0.1%	0.1%	1,057	+2.6%	$399K
XLKSelect Sector Spdr Tr	0.1%	0.1%	1,852	+1.5%	$353K
CATCaterpillar Inc	0.1%	—	328	—	$349K
TSLATesla Inc	0.1%	0.1%	808	+12.4%	$340K
VGITVanguard Scottsdale Fds	0.1%	0.2%	5,715	-3.3%	$337K
IWDIshares Tr	0.1%	0.1%	1,370	+6.0%	$332K
MUBIshares Tr	0.1%	0.1%	2,991	+2.1%	$322K

What NerdWallet Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Tr+418.6% shares
GOOG Alphabet Inc+134.2% shares
IJR Ishares Tr+41.3% shares
TLH Ishares Tr+35.5% shares
TLT Ishares Tr+32.2% shares
CGCB Capital Grp Fixed Incm ETF T+31.0% shares
IJH Ishares Tr+24.3% shares
NVDA Nvidia Corporation+22.8% shares

Reduced

VNQ Vanguard Index Fds-7.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.2% /yr; S&P 500 +13.6%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$290.2M	69
Q1 2026	$229.2M	59
Q4 2025	$223.1M	61
Q3 2025	$204.0M	61

Questions about NerdWallet Wealth Partners, LLC's portfolio

What stocks does NerdWallet Wealth Partners, LLC own?

NerdWallet Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 69 positions worth $290.2M. The largest are Ishares Tr (IVV) at 32.8%, Vanguard Ftse Developed Markets Index Fu (VEA) at 14.9%, Wisdomtree Tr (DLN) at 8.8%, Capital Grp Fixed Incm ETF T (CGCB) at 5.9% and Ishares Tr (SHV) at 5.4%.

What did NerdWallet Wealth Partners, LLC buy last quarter?

In Q2 2026, NerdWallet Wealth Partners, LLC added Ishares Tr (IWF) (+418.6% shares), Alphabet Inc (GOOG) (+134.2% shares) and Ishares Tr (IJR) (+41.3% shares), compared with its Q1 2026 filing.

What did NerdWallet Wealth Partners, LLC sell last quarter?

In Q2 2026, NerdWallet Wealth Partners, LLC cut from its top 50 Ishares Tr (IEFA), cut from its top 50 Schwab Strategic Tr (SCHF), cut from its top 50 Sempra (SRE) and Vanguard Index Fds (VNQ) (-7.8% shares), compared with its Q1 2026 filing.

When is NerdWallet Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. NerdWallet Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does NerdWallet Wealth Partners, LLC manage?

NerdWallet Wealth Partners, LLC reported $262.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $290.2M.