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CIK: 0002079593
Total reported value
$290.2M
$290.2M
59 檔
53.5%
According to the latest 13F quarterly dataset, NerdWallet Wealth Partners, LLC managed an equity portfolio of $290.2M at the end of Q1 2026, spanning 59 distinct U.S. exchange-listed positions.
NerdWallet Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 14 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 32.46% | +0.32% | +4.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.28% | +0.62% | +30.20% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 9.16% | -0.40% | +5.76% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 6.13% | -0.76% | -6.57% | |
| 5 | CGCB | Cap Group Core Bond | ETF-Other | 5.76% | +0.18% | +44.83% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.89% | -0.40% | -27.59% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.74% | -0.42% | -7.12% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.35% | +0.16% | +22.63% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | -0.11% | -4.61% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.51% | +0.18% | +155.27% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.48% | -0.09% | +16.13% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.36% | -0.17% | -9.34% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | -0.10% | — | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.06% | -0.10% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.96% | -0.06% | -9.46% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.88% | +0.29% | +53.57% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.79% | -0.04% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.14% | -8.60% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 0.64% | -0.07% | — | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | -0.08% | -1.32% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.19% | -1.08% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.51% | +0.02% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | -0.02% | +7.17% | |
| 24 | XVV | Ishares Esg Select Screened | ETF-Other | 0.48% | +0.05% | — | |
| 25 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.46% | +0.01% | +4.95% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.03% | +2.16% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.05% | -5.02% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.39% | +0.02% | +142.06% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.48% | -40.58% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.03% | +64.52% | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.32% | -0.03% | — | |
| 32 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.32% | -0.03% | -0.56% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.31% | -0.07% | -52.91% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.02% | -1.12% | |
| 35 | BWZ | State Street Spdr Bloomberg | ETF-Other | 0.24% | -0.02% | — | |
| 36 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.22% | -0.03% | -0.43% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | +0.04% | +29.52% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.01% | -9.75% | |
| 39 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.19% | -0.03% | — | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.15% | -0.03% | -44.14% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.15% | +0.01% | -8.83% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.14% | +0.03% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | — | +7.29% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.03% | — | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | -0.01% | — | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.12% | -0.02% | -0.10% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | — | -9.10% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.11% | — | — | |
| 49 | SRE | Sempra | Stock-Utilities | 0.11% | -0.03% | -3.37% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | +0.01% | — |
According to official SEC Form 13F filings, NerdWallet Wealth Partners, LLC reported a total U.S. public equity portfolio value of $290.2M across 59 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, DLN) accounted for 53.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPY
市值: $2.8M
Top Position Liquidated / Trimmed
SPYX
前期市值: $2.8M
During Q1 2026, NerdWallet Wealth Partners, LLC's top holdings by market value included IVV (32.5%)、VEA (14.3%)、DLN (9.2%). The largest single position, IVV, represented 32.5% of total portfolio value.
In Q1 2026, NerdWallet Wealth Partners, LLC made 64 total portfolio adjustments, initiating 12 new buys, adding to 16 positions, trimming 22 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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