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NerdWallet Wealth Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    new york, NY
  • CIK
    0002079593
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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