Holders — by stockHoldings — by fund
NerdWallet Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002079593
$290.2M
disclosed book value
69
positions
32.8%
largest position share
Positions, as of 2026-06-30
top 69 of 69 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 127,022 | $95.1M | 32.8% |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 607,015 | $43.2M | 14.9% |
| 3 | DLNWISDOMTREE TR | 263,948 | $25.4M | 8.8% |
| 4 | CGCBCAPITAL GRP FIXED INCM ETF T | 658,570 | $17.2M | 5.9% |
| 5 | SHVISHARES TR | 141,289 | $15.6M | 5.4% |
| 6 | VTIVANGUARD INDEX FDS | 27,384 | $10.1M | 3.5% |
| 7 | SHYISHARES TR | 117,175 | $9.6M | 3.3% |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 122,146 | $7.3M | 2.5% |
| 9 | VOOVANGUARD INDEX FDS | 8,643 | $5.9M | 2% |
| 10 | IJHISHARES TR | 63,507 | $4.9M | 1.7% |
| 11 | HYGISHARES TR | 50,352 | $4.0M | 1.4% |
| 12 | VBRVANGUARD INDEX FDS | 14,263 | $3.5M | 1.2% |
| 13 | IJRISHARES TR | 22,810 | $3.4M | 1.2% |
| 14 | SPYSTATE STR SPDR S&P 500 ETF T | 4,388 | $3.3M | 1.1% |
| 15 | DFACDIMENSIONAL ETF TRUST | 62,617 | $2.8M | 1% |
| 16 | AAPLAPPLE INC | 8,987 | $2.6M | 0.9% |
| 17 | GOOGALPHABET INC | 6,957 | $2.5M | 0.8% |
| 18 | EEMISHARES TR | 31,891 | $2.2M | 0.8% |
| 19 | DFATDIMENSIONAL ETF TRUST | 23,466 | $1.6M | 0.6% |
| 20 | MSFTMICROSOFT CORP | 4,215 | $1.6M | 0.5% |
| 21 | TLTISHARES TR | 17,924 | $1.5M | 0.5% |
| 22 | XVVISHARES TR | 26,929 | $1.5M | 0.5% |
| 23 | NVDANVIDIA CORPORATION | 7,116 | $1.4M | 0.5% |
| 24 | EFAISHARES TR | 13,676 | $1.4M | 0.5% |
| 25 | AMZNAMAZON COM INC | 5,671 | $1.4M | 0.5% |
| 26 | CGICCAPITAL GROUP INTERNATIONAL | 37,130 | $1.4M | 0.5% |
| 27 | METAMETA PLATFORMS INC | 2,153 | $1.2M | 0.4% |
| 28 | TLHISHARES TR | 11,961 | $1.2M | 0.4% |
| 29 | DFIVDIMENSIONAL ETF TRUST | 18,783 | $1.0M | 0.3% |
| 30 | GLDSPDR GOLD TR | 2,746 | $1.0M | 0.3% |
| 31 | JPMJPMORGAN CHASE & CO | 2,617 | $856,482 | 0.3% |
| 32 | PABUISHARES TR | 11,107 | $846,231 | 0.3% |
| 33 | DFUVDIMENSIONAL ETF TRUST | 15,216 | $837,032 | 0.3% |
| 34 | VNQVANGUARD INDEX FDS | 7,287 | $702,392 | 0.2% |
| 35 | QQQINVESCO QQQ TR | 930 | $684,963 | 0.2% |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,257 | $628,990 | 0.2% |
| 37 | BWZSPDR SERIES TRUST | 23,421 | $626,512 | 0.2% |
| 38 | GOOGLALPHABET INC | 1,602 | $572,439 | 0.2% |
| 39 | PKGPACKAGING CORP AMER | 2,330 | $555,192 | 0.2% |
| 40 | IWFISHARES TR | 4,014 | $498,418 | 0.2% |
| 41 | DFAXDIMENSIONAL ETF TRUST | 12,683 | $467,242 | 0.2% |
| 42 | ESGUISHARES TR | 2,800 | $458,294 | 0.2% |
| 43 | ESGDISHARES TR | 4,277 | $439,711 | 0.2% |
| 44 | AVGOBROADCOM INC | 1,057 | $399,315 | 0.1% |
| 45 | XLKSELECT SECTOR SPDR TR | 1,852 | $352,870 | 0.1% |
| 46 | CATCATERPILLAR INC | 328 | $349,287 | 0.1% |
| 47 | TSLATESLA INC | 808 | $339,845 | 0.1% |
| 48 | VGITVANGUARD SCOTTSDALE FDS | 5,715 | $337,071 | 0.1% |
| 49 | IWDISHARES TR | 1,370 | $332,129 | 0.1% |
| 50 | MUBISHARES TR | 2,991 | $321,890 | 0.1% |
| 51 | SCHFSCHWAB STRATEGIC TR | 11,282 | $312,521 | 0.1% |
| 52 | SCHBSCHWAB STRATEGIC TR | 10,346 | $299,631 | 0.1% |
| 53 | IEFAISHARES TR | 3,098 | $299,256 | 0.1% |
| 54 | SMHVANECK ETF TRUST | 443 | $290,577 | 0.1% |
| 55 | KLACKLA CORP | 910 | $274,556 | 0.1% |
| 56 | ITOTISHARES TR | 1,613 | $264,968 | 0.1% |
| 57 | DEDEERE & CO | 398 | $252,463 | 0.1% |
| 58 | SRESEMPRA | 2,638 | $244,569 | 0.1% |
| 59 | VVISA INC | 695 | $238,506 | 0.1% |
| 60 | IGOVISHARES TR | 5,666 | $232,476 | 0.1% |
| 61 | NUDVNUSHARES ETF TR | 7,094 | $230,920 | 0.1% |
| 62 | AMDADVANCED MICRO DEVICES INC | 393 | $228,298 | 0.1% |
| 63 | IEMGISHARES INC | 2,747 | $227,702 | 0.1% |
| 64 | JNJJOHNSON & JOHNSON | 890 | $226,159 | 0.1% |
| 65 | RELXRELX PLC | 6,656 | $210,796 | 0.1% |
| 66 | ULUNILEVER PLC | 3,466 | $208,376 | 0.1% |
| 67 | MDYSTATE STR SPDR S&P MIDCAP 40 | 293 | $206,079 | 0.1% |
| 68 | ESGVVANGUARD WORLD FD | 1,553 | $205,385 | 0.1% |
| 69 | MASMASCO CORP | 2,500 | $203,425 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.