—

NerdWallet Wealth Partners, LLC

Q2 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    69

  • Value ($000)

    $290,194

  • Date Filed
    07/07/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$95.12M
33 %

127,022

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$43.24M
15 %

607,015

D
DLN

WISDOMTREE TR

US LARGECAP DIVD
97717W307
$25.42M
9 %

263,948

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$17.24M
6 %

658,570

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$15.59M
5 %

141,289

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$10.13M
4 %

27,384

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$9.62M
3 %

117,175

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$7.29M
3 %

122,146

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.94M
2 %

8,643

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$4.9M
2 %

63,507

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 69