NerdWallet Wealth Partners, LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location new york, NYCIK 0002079593All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
69 | $290.19M | IVV, VEA, DLN, CGCB | 13F-HR | Jul 7, 2026 | 000207959326000005 | ||
59 | $229.2M | IVV, VEA, DLN, SHV | 13F-HR | May 5, 2026 | 000207959326000004 | ||
61 | $223.1M | IVV, VEA, DLN, SHV | 13F-HR | Jan 12, 2026 | 000207959326000003 | ||
61 | $203.98M | IVV, VEA, DLN, SHV | 13F-HR | Nov 12, 2025 | 000207959325000001 |