Filed: 5/5/2026ACC: 0002079593-26-000004
📋 What this filing means
NERDWALLET WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $229.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$229.20M
Total AUM (reported)
2.23M
Total Shares
Allocation by class
CORE S&P500 ETF$74.39M32.5%
VAN FTSE DEV MKT$32.72M14.3%
US LARGECAP DIVD$21.00M9.2%
TRUST ISHARE 0-1$14.05M6.1%
CORE BOND ETF$13.20M5.8%
TOTAL STK MKT$8.93M3.9%
COM$8.62M3.8%
Portfolio Concentration
Top 3$128.11M55.9%
4–10$58.52M25.5%
11–25$27.75M12.1%
Rest$14.82M6.5%
Top 3 weight
55.9%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 2.23M
Sole
Full voting authority
2.23M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:
ISHARES TR
SOLEShares113.87K
TypeSH
Market value$74.39M
32.46%
Sole
113.87K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares510.60K
TypeSH
Market value$32.72M
14.28%
Sole
510.60K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares235.05K
TypeSH
Market value$21.00M
9.16%
Sole
235.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares127.25K
TypeSH
Market value$14.05M
6.13%
Sole
127.25K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares502.74K
TypeSH
Market value$13.20M
5.76%
Sole
502.74K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares27.82K
TypeSH
Market value$8.93M
3.89%
Sole
27.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares103.69K
TypeSH
Market value$8.56M
3.74%
Sole
103.69K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares99.58K
TypeSH
Market value$5.38M
2.35%
Sole
99.58K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.28K
TypeSH
Market value$4.95M
2.16%
Sole
8.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.11K
TypeSH
Market value$3.45M
1.51%
Sole
51.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares42.66K
TypeSH
Market value$3.39M
1.48%
Sole
42.66K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares14.38K
TypeSH
Market value$3.13M
1.36%
Sole
14.38K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares4.32K
TypeSH
Market value$2.81M
1.23%
Sole
4.32K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares62.62K
TypeSH
Market value$2.43M
1.06%
Sole
62.62K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.64K
TypeSH
Market value$2.19M
0.96%
Sole
8.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.14K
TypeSH
Market value$2.01M
0.88%
Sole
16.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.78K
TypeSH
Market value$1.80M
0.79%
Sole
31.78K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.19K
TypeSH
Market value$1.55M
0.68%
Sole
4.19K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares23.47K
TypeSH
Market value$1.47M
0.64%
Sole
23.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.36K
TypeSH
Market value$1.30M
0.57%
Sole
13.36K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares2.85K
TypeSH
Market value$1.23M
0.54%
Sole
2.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.56K
TypeSH
Market value$1.18M
0.51%
Sole
13.56K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.35K
TypeSH
Market value$1.11M
0.49%
Sole
5.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.39K
TypeSH
Market value$1.10M
0.48%
Sole
22.39K
Shared
0.00
None
0.00
CAPITAL GROUP INTERNATIONAL
SOLEShares31.81K
TypeSH
Market value$1.05M
0.46%
Sole
31.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 113.87K | SH | $74.39M 32.46% | 113.87K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 510.60K | SH | $32.72M 14.28% | 510.60K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 235.05K | SH | $21.00M 9.16% | 235.05K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 127.25K | SH | $14.05M 6.13% | 127.25K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 502.74K | SH | $13.20M 5.76% | 502.74K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27.82K | SH | $8.93M 3.89% | 27.82K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 103.69K | SH | $8.56M 3.74% | 103.69K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 99.58K | SH | $5.38M 2.35% | 99.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.28K | SH | $4.95M 2.16% | 8.28K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 51.11K | SH | $3.45M 1.51% | 51.11K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 42.66K | SH | $3.39M 1.48% | 42.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 14.38K | SH | $3.13M 1.36% | 14.38K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.32K | SH | $2.81M 1.23% | 4.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 62.62K | SH | $2.43M 1.06% | 62.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.64K | SH | $2.19M 0.96% | 8.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 16.14K | SH | $2.01M 0.88% | 16.14K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 31.78K | SH | $1.80M 0.79% | 31.78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.19K | SH | $1.55M 0.68% | 4.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 23.47K | SH | $1.47M 0.64% | 23.47K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 13.36K | SH | $1.30M 0.57% | 13.36K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 2.85K | SH | $1.23M 0.54% | 2.85K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 13.56K | SH | $1.18M 0.51% | 13.56K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.35K | SH | $1.11M 0.49% | 5.35K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG SELECT SCRE | 22.39K | SH | $1.10M 0.48% | 22.39K | 0.00 | 0.00 |
CAPITAL GROUP INTERNATIONALSOLE | SHS | 31.81K | SH | $1.05M 0.46% | 31.81K | 0.00 | 0.00 |
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