NerdWallet Wealth Partners, LLC 13F Holdings · Q2 2026
NerdWallet Wealth Partners, LLC reported 69 securities worth $290.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (32.78%), VEA (14.90%), DLN (8.76%). Among its top 25 positions this quarter: 21 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $95.1M | 32.78% | 127,022 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $43.2M | 14.90% | 607,015 | Added |
| 3 | DLN | WISDOMTREE TR | $25.4M | 8.76% | 263,948 | Added |
| 4 | CGCB | CAPITAL GRP FIXED INCM ETF T | $17.2M | 5.94% | 658,570 | Added |
| 5 | SHV | ISHARES TR | $15.6M | 5.37% | 141,289 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $10.1M | 3.49% | 27,384 | Trimmed |
| 7 | SHY | ISHARES TR | $9.6M | 3.32% | 117,175 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $7.3M | 2.51% | 122,146 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $5.9M | 2.05% | 8,643 | Added |
| 10 | IJH | ISHARES TR | $4.9M | 1.69% | 63,507 | Added |
| 11 | HYG | ISHARES TR | $4.0M | 1.39% | 50,352 | Added |
| 12 | VBR | VANGUARD INDEX FDS | $3.5M | 1.19% | 14,263 | Trimmed |
| 13 | IJR | ISHARES TR | $3.4M | 1.17% | 22,810 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 1.13% | 4,388 | Added |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $2.8M | 0.96% | 62,617 | Hold |
| 16 | AAPL | APPLE INC | $2.6M | 0.90% | 8,987 | Added |
| 17 | GOOG | ALPHABET INC | $2.5M | 0.85% | 6,957 | Added |
| 18 | EEM | ISHARES TR | $2.2M | 0.75% | 31,891 | Added |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $1.6M | 0.57% | 23,466 | Hold |
| 20 | MSFT | MICROSOFT CORP | $1.6M | 0.54% | 4,215 | Added |
| 21 | TLT | ISHARES TR | $1.5M | 0.53% | 17,924 | Added |
| 22 | XVV | ISHARES TR | $1.5M | 0.53% | 26,929 | Added |
| 23 | EFA | ISHARES TR | $1.4M | 0.49% | 13,676 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $1.4M | 0.49% | 7,116 | Added |
| 25 | AMZN | AMAZON COM INC | $1.4M | 0.47% | 5,671 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR