Nerdwallet Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$229.2M
Q ending 2026-03-31
Prior quarter
$223.1M
Q ending 2025-12-31
Change
+2.7% QoQ
Positions
59
reported holdings
Largest positions
All 59 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $74.4M | 114K |
| Vanguard Tax-Managed Fds | VEA | Shares | $32.7M | 511K |
| Wisdomtree Tr | DLN | Shares | $21.0M | 235K |
| Ishares Tr | SHV | Shares | $14.0M | 127K |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $13.2M | 503K |
| Vanguard Index Fds | VTI | Shares | $8.9M | 28K |
| Ishares Tr | SHY | Shares | $8.6M | 104K |
| Vanguard Intl Equity Index F | VWO | Shares | $5.4M | 100K |
| Vanguard Index Fds | VOO | Shares | $4.9M | 8K |
| Ishares Tr | IJH | Shares | $3.5M | 51K |
| Ishares Tr | HYG | Shares | $3.4M | 43K |
| Vanguard Index Fds | VBR | Shares | $3.1M | 14K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.8M | 4K |
| Dimensional Etf Trust | DFAC | Shares | $2.4M | 63K |
| Apple Inc | AAPL | Shares | $2.2M | 9K |
| Ishares Tr | IJR | Shares | $2.0M | 16K |
| Ishares Tr | EEM | Shares | $1.8M | 32K |
| Microsoft Corp | MSFT | Shares | $1.6M | 4K |
| Dimensional Etf Trust | DFAT | Shares | $1.5M | 23K |
| Ishares Tr | EFA | Shares | $1.3M | 13K |
| Spdr Gold Tr | GLD | Shares | $1.2M | 3K |
| Ishares Tr | TLT | Shares | $1.2M | 14K |
| Amazon Com Inc | AMZN | Shares | $1.1M | 5K |
| Ishares Tr | XVV | Shares | $1.1M | 22K |
| Capital Group International | CGIC | Shares | $1.1M | 32K |
| Meta Platforms Inc | META | Shares | $1.0M | 2K |
| Nvidia Corporation | NVDA | Shares | $1.0M | 6K |
| Ishares Tr | TLH | Shares | $889K | 9K |
| Alphabet Inc | GOOG | Shares | $852K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $751K | 3K |
| Dimensional Etf Trust | DFUV | Shares | $737K | 15K |
| Ishares Tr | PABU | Shares | $736K | 11K |
| Vanguard Index Fds | VNQ | Shares | $701K | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $548K | 1K |
| Spdr Series Trust | BWZ | Shares | $545K | 20K |
| Packaging Corp Amer | PKG | Shares | $494K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $451K | 781 |
| Alphabet Inc | GOOGL | Shares | $431K | 2K |
| Dimensional Etf Trust | DFAX | Shares | $431K | 13K |
| Vanguard Scottsdale Fds | VGIT | Shares | $352K | 6K |
| Ishares Tr | ESGU | Shares | $340K | 2K |
| Ishares Tr | IWF | Shares | $330K | 774 |
| Broadcom Inc | AVGO | Shares | $319K | 1K |
| Ishares Tr | MUB | Shares | $311K | 3K |
| Ishares Tr | IWD | Shares | $276K | 1K |
| Ishares Tr | IEFA | Shares | $273K | 3K |
| Tesla Inc | TSLA | Shares | $267K | 719 |
| Schwab Strategic Tr | SCHF | Shares | $260K | 11K |
| Sempra | SRE | Shares | $256K | 3K |
| Select Sector Spdr Tr | XLK | Shares | $242K | 2K |
| Ishares Tr | ESGD | Shares | $241K | 3K |
| Caterpillar Inc | CAT | Shares | $231K | 326 |
| Schwab Strategic Tr | SCHB | Shares | $226K | 9K |
| Deere & Co | DE | Shares | $224K | 398 |
| Ishares Inc | EEMA | Shares | $223K | 2K |
| Relx Plc | RELX | Shares | $221K | 7K |
| Johnson & Johnson | JNJ | Shares | $211K | 863 |
| Ishares Tr | ITOT | Shares | $210K | 1K |
| Visa Inc | V | Shares | $201K | 665 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.