NerdWallet Wealth Partners, LLC
- SEC CIK
- 0002079593
- Latest filing
- Jul 7, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 5, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 59
- −2 vs. Q4 2025
- Portfolio value
- $229.2M
- +$10.0M (+4.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 113,869 | $74.4M | 32.5% | +4,862+4.5% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 510,600 | $32.7M | 14.3% | +118,447+30.2% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 235,046 | $21.0M | 9.2% | +12,803+5.8% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 127,248 | $14.0M | 6.1% | −8,950−6.6% | Reduced | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 502,744 | $13.2M | 5.8% | +155,626+44.8% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 27,819 | $8.93M | 3.9% | −10,601−27.6% | Reduced | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 103,691 | $8.56M | 3.7% | −7,952−7.1% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 99,577 | $5.38M | 2.3% | +18,377+22.6% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,276 | $4.95M | 2.2% | −400−4.6% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 51,110 | $3.45M | 1.5% | +31,088+155.3% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 42,656 | $3.39M | 1.5% | +5,925+16.1% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,385 | $3.13M | 1.4% | −1,482−9.3% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,320 | $2.81M | 1.2% | +4,320 | New | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 62,617 | $2.43M | 1.1% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 8,637 | $2.19M | 1.0% | −902−9.5% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,140 | $2.01M | 0.9% | +5,630+53.6% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 31,779 | $1.80M | 0.8% | +31,779 | New | – |
| MSFTMicrosoft Corp | Stock | 4,190 | $1.55M | 0.7% | −394−8.6% | Reduced | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,466 | $1.47M | 0.6% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 13,357 | $1.30M | 0.6% | −179−1.3% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 2,852 | $1.23M | 0.5% | −31−1.1% | Reduced | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 13,563 | $1.18M | 0.5% | +13,563 | New | – |
| AMZNAmazon Com Inc | Stock | 5,353 | $1.11M | 0.5% | +358+7.2% | Added | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 22,385 | $1.10M | 0.5% | +22,385 | New | – |
| Capital Group International14021T102 | SHS | 31,806 | $1.05M | 0.5% | +1,500+4.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,800 | $1.03M | 0.4% | +38+2.2% | Added | History |
| NVDANVIDIA Corp | Stock | 5,793 | $1.01M | 0.4% | −306−5.0% | Reduced | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 8,828 | $889.2K | 0.4% | +5,181+142.1% | Added | – |
| GOOGAlphabet Inc. | Stock | 2,971 | $852.4K | 0.4% | −2,029−40.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,555 | $751.5K | 0.3% | +1,002+64.5% | Added | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,216 | $737.4K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr46436E411 | PARIS ALGND CLIM | 11,107 | $735.9K | 0.3% | −63−0.6% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,901 | $700.9K | 0.3% | −8,877−52.9% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,143 | $547.7K | 0.2% | −13−1.1% | Reduced | History |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 20,236 | $544.8K | 0.2% | +20,236 | New | – |
| PKGPackaging Corp of America | Stock | 2,330 | $494.5K | 0.2% | −10−0.4% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 781 | $450.9K | 0.2% | +178+29.5% | Added | – |
| GOOGLAlphabet Inc. | Stock | 1,500 | $431.3K | 0.2% | −162−9.7% | Reduced | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 12,683 | $430.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,913 | $352.1K | 0.2% | −4,672−44.1% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,406 | $340.3K | 0.1% | −233−8.8% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 774 | $330.0K | 0.1% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 1,030 | $318.8K | 0.1% | +70+7.3% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,930 | $311.1K | 0.1% | +2,930 | New | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,293 | $276.3K | 0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,014 | $272.9K | 0.1% | −3−0.1% | Reduced | – |
| TSLATesla, Inc. | Stock | 719 | $267.3K | 0.1% | −72−9.1% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 10,501 | $259.9K | 0.1% | +10,501 | New | – |
| SRESempra | Stock | 2,639 | $256.4K | 0.1% | −92−3.4% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,824 | $242.4K | 0.1% | +1,824 | New | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,516 | $240.6K | 0.1% | +2,516 | New | – |
| CATCaterpillar Inc | Stock | 326 | $231.0K | 0.1% | +326 | New | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,017 | $226.3K | 0.1% | +385+4.5% | Added | – |
| DEDeere & Co | Stock | 398 | $224.2K | 0.1% | +398 | New | History |
| iShares Inc464286426 | MSCI EM ASIA ETF | 2,328 | $222.9K | 0.1% | 00.0% | Unchanged | – |
| RELXRELX PLC | SPONSORED ADR | 6,656 | $220.6K | 0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 863 | $211.1K | 0.1% | +863 | New | History |
| iShares Tr464287150 | CORE S&P TTL STK | 1,477 | $210.4K | 0.1% | −24−1.6% | Reduced | – |
| VVisa Inc. | Stock | 665 | $201.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (14)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| iShares Inc464286533 | MSCI EMERG MRKT | 31,912 | $1.75M | 0.8% | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 67,921 | $1.43M | 0.7% | – |
| GBDCGolub Capital BDC, Inc. | COM | 51,760 | $1.30M | 0.6% | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 18,783 | $937.3K | 0.4% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 14,413 | $725.3K | 0.3% | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 16,518 | $452.8K | 0.2% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,934 | $365.5K | 0.2% | – |
| ADBEAdobe Inc. | Stock | 797 | $278.9K | 0.1% | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,524 | $265.9K | 0.1% | – |
| IBITiShares Bitcoin Trust ETF | ETF | 4,807 | $238.7K | 0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 3,466 | $226.7K | 0.1% | History |
| PGProcter & Gamble Co | Stock | 1,413 | $202.5K | 0.1% | History |
| SPDR Series Trust78468R796 | ST STR SP500FF | 4,099 | – | – | – |
| iShares Tr46436E338 | 20+ YEAR TR BD | 13,116 | – | – | – |