NerdWallet Wealth Partners, LLC
- SEC CIK
- 0002079593
- Latest filing
- Jul 7, 2026
The latest 13F from NerdWallet Wealth Partners, LLC covers Q2 2026 (filed Jul 7, 2026): 69 long positions worth $290.2M. The top 10 holdings make up 80.8% of the portfolio, and the largest is iShares Core S&P 500 ETF at 32.8%. Livermore has 4 filings on Form 13F from this institution, going back to Q3 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 11
- Est. +$3.32M
- Added
- 44
- Est. +$34.5M
- Reduced
- 6
- Est. −$300.6K
- Sold out
- 1
- Est. −$222.9K
Top 5 holdings
Share of this quarter's portfolio value
- iShares Core S&P 500 ETF46428720032.8%$95.1M
- Vanguard Ftse Developed Markets ETF92194385814.9%$43.2M
- WisdomTree Tr97717W3078.8%$25.4M
- Capital Grp Fixed Incm ETF T14020Y5085.9%$17.2M
- iShares Trust iShares 0-1 Year Treasury Bond ETF4642886795.4%$15.6M
Biggest buys
New and added positions, by estimated amount bought
- iShares Core S&P 500 ETF464287200+$9.85MAdded
- Vanguard Ftse Developed Markets ETF921943858+$6.87MAdded
- Capital Grp Fixed Incm ETF T14020Y508+$4.08MAdded
- WisdomTree Tr97717W307+$2.78MAdded
- iShares Trust iShares 0-1 Year Treasury Bond ETF464288679+$1.55MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Ftse Developed Markets ETF921943858+0.63 pp14.3% → 14.9%
- GOOGAlphabet Inc.
- Dimensional ETF Trust25434V807+0.35 pp0.0% → 0.3%
- iShares Core S&P 500 ETF464287200+0.32 pp32.5% → 32.8%
- iShares Core S&P Small Cap ETF464287804+0.29 pp0.9% → 1.2%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Inc464286426−$222.9KSold out
- Vanguard Morningstar Total Stock Market ETF922908769−$160.9KReduced
- Vanguard Real Estate ETF922908553−$59.2KReduced
- GLDSPDR Gold Trust
- Vanguard Morningstar Small-Cap Value ETF922908611−$29.6KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Morningstar Total Stock Market ETF922908769−0.40 pp3.9% → 3.5%
- GLDSPDR Gold Trust
- Vanguard Morningstar Small-Cap Value ETF922908611−0.17 pp1.4% → 1.2%
- iShares Inc464286426−0.10 pp0.1% → 0.0%
- Vanguard Real Estate ETF922908553−0.06 pp0.3% → 0.2%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $290.2M
- +$61.0M (+26.6%) vs. prior quarter
- Positions
- 69
- +10 vs. prior quarter
- Top 10 concentration
- 80.8%
- Top 10 as share of value
- Turnover
- 0.2%
- Q2 2026, one quarter
- Average holding period
- 3.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2025), so positions held before then are understated.
13F filings by quarter
4 quarters, going back to Q3 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $290.2M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 7, 2026 | 69 | $290.2M | iShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFWisdomTree Tr | vs. Q1 2026 | SEC |
| Q1 2026 | May 5, 2026 | 59 | $229.2M | iShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFWisdomTree Tr | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 13, 2026 | 61 | $219.2M | iShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFWisdomTree Tr | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 61 | $197.5M | iShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFWisdomTree Tr | – | SEC |