NerdWallet Wealth Partners, LLC

CIK 2079593 · View on SEC EDGAR ↗

Portfolio value
$290.2M
#5,283 of 9,443 by 13F value · top 55.9%
Positions
69
As of
June 30, 2026

Portfolio value QoQ: +26.6% 13F does not disclose cash

Top 10 holdings weight
80.80%
Top 25 holdings weight
92.74%
Positions above 1%
14
Effective number of positions
6.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.2% Est. buys $38,156,643 · sells $523,449

New positions
11
Increased
44
Decreased
6
Closed
1
On this page

Sector breakdown

Technology
2.2%
Communication Services
1.5%
Retail
0.5%
Industrials
0.4%
Financials
0.3%
Packaging
0.2%
Consumer Discretionary
0.2%
Utilities
0.1%
Financial Services
0.1%
Healthcare
0.1%
Consumer products
0.1%
Other/Unmapped
94.5%

Full portfolio 69 positions

Type Streak 8Q trend
IVV $95,115,032 32.78% 127,022 $20,722,102 Up ×2
VEA $43,244,157 14.90% 607,015 $10,524,308 Up ×2
DLN $25,419,101 8.76% 263,948 $4,422,136 Up ×2
CGCB $17,241,374 5.94% 658,570 $4,039,290 Up ×2
SHV iShares 0-1 Year Treasury Bond ETF $15,591,183 5.37% 141,289 $1,544,295 Up ×1
VTI $10,131,353 3.49% 27,384 $1,204,485 Down ×2
SHY iShares 1-3 Year Treasury Bond ETF $9,621,472 3.32% 117,175 $1,059,652 Up ×1
VWO $7,290,531 2.51% 122,146 $1,908,160 Up ×2
VOO $5,937,253 2.05% 8,643 $991,875 Up ×1
IJH $4,895,593 1.69% 63,507 $1,443,957 Up ×2
HYG $4,026,731 1.39% 50,352 $632,902 Up ×2
VBR $3,462,718 1.19% 14,263 $337,138 Down ×2
IJR $3,382,489 1.17% 22,810 $1,376,127 Up ×2
SPY SPY $3,276,939 1.13% 4,388 $467,520 Up ×1
DFAC $2,777,690 0.96% 62,617 $344,393
AAPL Apple Inc. - Common Stock $2,600,551 0.90% 8,987 $408,567 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $2,457,944 0.85% 6,957 $1,605,594 Up ×1
EEM $2,180,496 0.75% 31,891 $375,622 Up ×1
DFAT $1,640,273 0.57% 23,466 $174,821
MSFT Microsoft Corporation - Common Stock $1,572,325 0.54% 4,215 $21,401 Up ×1
TLT iShares 20+ Year Treasury Bond ETF $1,548,991 0.53% 17,924 $373,223 Up ×1
XVV $1,529,312 0.53% 26,929 $427,510 Up ×1
NVDA NVIDIA Corporation - Common Stock $1,424,011 0.49% 7,116 $413,712 Up ×1
EFA $1,420,663 0.49% 13,676 $123,298 Up ×1
AMZN Amazon.com, Inc. - Common Stock $1,351,626 0.47% 5,671 $236,757 Up ×2
CGIC $1,351,161 0.47% 37,130 $298,064 Up ×2
META Meta Platforms, Inc. - Class A Common Stock $1,212,726 0.42% 2,153 $182,892 Up ×2
TLH $1,200,362 0.41% 11,961 $311,180 Up ×2
DFIV $1,014,658 0.35% 18,783
GLD $1,012,051 0.35% 2,746 $-215,058 Down ×2
JPM JP Morgan Chase & Co. Common Stock $856,482 0.30% 2,617 $105,030 Up ×2
PABU iShares Paris-Aligned Climate Optimized MSCI USA ETF $846,231 0.29% 11,107 $110,341
DFUV $837,032 0.29% 15,216 $99,665
VNQ $702,392 0.24% 7,287 $1,511 Down ×2
QQQ Invesco QQQ Trust, Series 1 $684,963 0.24% 930 $234,099 Up ×2
BRKB $628,990 0.22% 1,257 $81,264 Up ×1
BWZ $626,512 0.22% 23,421 $81,759 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $572,439 0.20% 1,602 $141,157 Up ×1
PKG Packaging Corporation of America Common Stock $555,192 0.19% 2,330 $60,719
IWF $498,418 0.17% 4,014 $168,384 Up ×1
DFAX $467,242 0.16% 12,683 $36,400
ESGU iShares ESG Aware MSCI USA ETF $458,294 0.16% 2,800 $118,022 Up ×1
ESGD iShares ESG Aware MSCI EAFE ETF $439,711 0.15% 4,277 $199,138 Up ×1
AVGO Broadcom Inc. - Common Stock $399,315 0.14% 1,057 $80,520 Up ×2
XLK XLK $352,870 0.12% 1,852 $110,460 Up ×1
CAT Caterpillar, Inc. Common Stock $349,287 0.12% 328 $118,329 Up ×1
TSLA Tesla, Inc. - Common Stock $339,845 0.12% 808 $72,557 Up ×1
VGIT Vanguard Intermediate-Term Treasury ETF $337,071 0.12% 5,715 $-15,048 Down ×2
IWD $332,129 0.11% 1,370 $55,854 Up ×1
MUB $321,890 0.11% 2,991 $10,804 Up ×1
SCHF $312,521 0.11% 11,282 $52,633 Up ×1
SCHB $299,631 0.10% 10,346 $73,295 Up ×2
IEFA $299,256 0.10% 3,098 $26,399 Up ×1
SMH SMH $290,577 0.10% 443 Up ×1
KLAC KLA Corporation - Common Stock $274,556 0.09% 910 Up ×1
ITOT $264,968 0.09% 1,613 $54,599 Up ×1
DE Deere & Company Common Stock $252,463 0.09% 398 $28,270
SRE DBA Sempra Common Stock $244,569 0.08% 2,638 $-11,863 Down ×2
V Visa Inc. $238,506 0.08% 695 $37,516 Up ×1
IGOV iShares International Treasury Bond ETF $232,476 0.08% 5,666 Up ×1
NUDV $230,920 0.08% 7,094 Up ×1
AMD Advanced Micro Devices, Inc. - Common Stock $228,298 0.08% 393 Up ×1
IEMG $227,702 0.08% 2,747 Up ×1
JNJ Johnson & Johnson Common Stock $226,159 0.08% 890 $15,095 Up ×1
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $210,796 0.07% 6,656 $-9,850
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) $208,376 0.07% 3,466
MDY $206,079 0.07% 293 Up ×1
ESGV $205,385 0.07% 1,553 Up ×1
MAS Masco Corporation Common Stock $203,425 0.07% 2,500 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
DFIV $1,014,658 18,783 0.35%
SMH $290,577 443 0.10%
KLAC $274,556 910 0.09%
IGOV $232,476 5,666 0.08%
NUDV $230,920 7,094 0.08%
AMD $228,298 393 0.08%
IEMG $227,702 2,747 0.08%
UL $208,376 3,466 0.07%
MDY $206,079 293 0.07%
ESGV $205,385 1,553 0.07%
MAS $203,425 2,500 0.07%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IVV Bought more +13K +$20.7M
VEA Bought more +96K +$10.5M
DLN Bought more +29K +$4.4M
CGCB Bought more +156K +$4.0M
VWO Bought more +23K +$1.9M
GOOG Bought more +4K +$1.6M
SHV Bought more +14K +$1.5M
IJH Bought more +12K +$1.4M
IJR Bought more +7K +$1.4M
VTI Trimmed -435 +$1.2M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
SPYX March 31, 2026 4,099 $2,794,962 No longer tracked
EEMV March 31, 2026 31,912 $1,745,768 No longer tracked
GCC March 31, 2026 67,921 $1,434,007 No longer tracked
GBDC March 31, 2026 51,760 $1,301,752 4.0%
TLTW March 31, 2026 13,116 $1,143,485 No longer tracked
DFIV March 31, 2026 18,783 $937,272 No longer tracked
USFR March 31, 2026 14,413 $725,262 No longer tracked
IBND March 31, 2026 16,518 $452,758 No longer tracked
BND March 31, 2026 4,934 $365,461
ADBE March 31, 2026 797 $278,942 11.4%
VXUS March 31, 2026 3,524 $265,879
IBIT March 31, 2026 4,807 $238,668
UL March 31, 2026 3,466 $226,676 10.6%
EEMA June 30, 2026 2,328 $222,871
PG March 31, 2026 1,413 $202,497 1.2%