# NerdWallet Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2079593. Source: https://holderbook.com/funds/2079593-nerdwallet-wealth-partners-llc/

- Reported value: $290.2M
- Positions: 69
- Weight of the ten largest: 80.8%
- Filed: 2026-07-08

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $95.1M | 127,022 | 32.8% | 4 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $43.2M | 607,015 | 14.9% | 4 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $25.4M | 263,948 | 8.8% | 4 |
| CAPITAL GRP FIXED INCM ETF T | [CGCB](https://holderbook.com/stocks/CGCB/) | $17.2M | 658,570 | 5.9% | 4 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $15.6M | 141,289 | 5.4% | 4 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $10.1M | 27,384 | 3.5% | 4 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $9.6M | 117,175 | 3.3% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $7.3M | 122,146 | 2.5% | 4 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $5.9M | 8,643 | 2.0% | 4 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $4.9M | 63,507 | 1.7% | 4 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $4.0M | 50,352 | 1.4% | 4 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $3.5M | 14,263 | 1.2% | 4 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $3.4M | 22,810 | 1.2% | 4 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.3M | 4,388 | 1.1% | 2 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $2.8M | 62,617 | 1.0% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.6M | 8,987 | 0.9% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.5M | 6,957 | 0.8% | 4 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $2.2M | 31,891 | 0.8% | 2 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $1.6M | 23,466 | 0.6% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.6M | 4,215 | 0.5% | 4 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $1.5M | 17,924 | 0.5% | 2 |
| ISHARES TR | [XVV](https://holderbook.com/stocks/XVV/) | $1.5M | 26,929 | 0.5% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.4M | 7,116 | 0.5% | 4 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.4M | 13,676 | 0.5% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.4M | 5,671 | 0.5% | 4 |
| CAPITAL GROUP INTERNATIONAL | [CGIC](https://holderbook.com/stocks/CGIC/) | $1.4M | 37,130 | 0.5% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.2M | 2,153 | 0.4% | 4 |
| ISHARES TR | [TLH](https://holderbook.com/stocks/TLH/) | $1.2M | 11,961 | 0.4% | 4 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $1.0M | 18,783 | 0.3% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.0M | 2,746 | 0.3% | 4 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $856.5K | 2,617 | 0.3% | 4 |
| ISHARES TR | [PABU](https://holderbook.com/stocks/PABU/) | $846.2K | 11,107 | 0.3% | 4 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $837.0K | 15,216 | 0.3% | 4 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $702.4K | 7,287 | 0.2% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $685.0K | 930 | 0.2% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $629.0K | 1,257 | 0.2% | 4 |
| SPDR SERIES TRUST | [BWZ](https://holderbook.com/stocks/BWZ/) | $626.5K | 23,421 | 0.2% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $572.4K | 1,602 | 0.2% | 4 |
| PACKAGING CORP AMER | [PKG](https://holderbook.com/stocks/PKG/) | $555.2K | 2,330 | 0.2% | 4 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $498.4K | 4,014 | 0.2% | 4 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $467.2K | 12,683 | 0.2% | 4 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $458.3K | 2,800 | 0.2% | 4 |
| ISHARES TR | [ESGD](https://holderbook.com/stocks/ESGD/) | $439.7K | 4,277 | 0.2% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $399.3K | 1,057 | 0.1% | 4 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $352.9K | 1,852 | 0.1% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $349.3K | 328 | 0.1% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $339.8K | 808 | 0.1% | 4 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $337.1K | 5,715 | 0.1% | 4 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $332.1K | 1,370 | 0.1% | 4 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $321.9K | 2,991 | 0.1% | 2 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $312.5K | 11,282 | 0.1% | 2 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $299.6K | 10,346 | 0.1% | 4 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $299.3K | 3,098 | 0.1% | 4 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $290.6K | 443 | 0.1% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $274.6K | 910 | 0.1% | 1 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $265.0K | 1,613 | 0.1% | 4 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $252.5K | 398 | 0.1% | 2 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $244.6K | 2,638 | 0.1% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $238.5K | 695 | 0.1% | 4 |
| ISHARES TR | [IGOV](https://holderbook.com/stocks/IGOV/) | $232.5K | 5,666 | 0.1% | 1 |
| NUSHARES ETF TR | [NUDV](https://holderbook.com/stocks/NUDV/) | $230.9K | 7,094 | 0.1% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $228.3K | 393 | 0.1% | 1 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $227.7K | 2,747 | 0.1% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $226.2K | 890 | 0.1% | 2 |
| RELX PLC | [RELX](https://holderbook.com/stocks/RELX/) | $210.8K | 6,656 | 0.1% | 4 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $208.4K | 3,466 | 0.1% | 1 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $206.1K | 293 | 0.1% | 1 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $205.4K | 1,553 | 0.1% | 1 |
| MASCO CORP | [MAS](https://holderbook.com/stocks/MAS/) | $203.4K | 2,500 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.4% | +14.8% | -4.5% | 100% |
| Q1 2026 | -2.1% | -4.6% | +2.5% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $290.2M | 69 |
| Q1 2026 | $229.2M | 59 |
| Q4 2025 | $223.1M | 61 |
| Q3 2025 | $204.0M | 61 |