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NerdWallet Wealth Partners, LLC

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    59

  • Value ($000)

    $229,201

  • Date Filed
    05/05/2026
  • Form type
    13F-HR
  • CIK
    0002079593
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$74.39M
33 %

113,869

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$32.72M
14 %

510,600

D
DLN

WISDOMTREE TR

US LARGECAP DIVD
97717W307
$21M
9 %

235,046

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$14.05M
6 %

127,248

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$13.2M
6 %

502,744

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$8.93M
4 %

27,819

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$8.56M
4 %

103,691

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$5.38M
2 %

99,577

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$4.95M
2 %

8,276

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$3.45M
2 %

51,110

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