Filed: 7/8/2026ACC: 0002079593-26-000005
📋 What this filing means
NERDWALLET WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $290.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$290.19M
Total AUM (reported)
2.68M
Total Shares
Allocation by class
CORE S&P500 ETF$95.12M32.8%
VAN FTSE DEV MKT$43.24M14.9%
US LARGECAP DIVD$25.42M8.8%
CORE BOND ETF$17.24M5.9%
TRUST ISHARE 0-1$15.59M5.4%
COM$10.60M3.7%
TOTAL STK MKT$10.13M3.5%
Portfolio Concentration
Top 3$163.78M56.4%
4–10$70.71M24.4%
11–25$34.65M11.9%
Rest$21.05M7.3%
Top 3 weight
56.4%
Top 10 weight
80.8%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Sole
Full voting authority
2.68M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
ISHARES TR
SOLEShares127.02K
TypeSH
Market value$95.12M
32.78%
Sole
127.02K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares607.01K
TypeSH
Market value$43.24M
14.90%
Sole
607.01K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares263.95K
TypeSH
Market value$25.42M
8.76%
Sole
263.95K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares658.57K
TypeSH
Market value$17.24M
5.94%
Sole
658.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares141.29K
TypeSH
Market value$15.59M
5.37%
Sole
141.29K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares27.38K
TypeSH
Market value$10.13M
3.49%
Sole
27.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares117.17K
TypeSH
Market value$9.62M
3.32%
Sole
117.17K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares122.15K
TypeSH
Market value$7.29M
2.51%
Sole
122.15K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.64K
TypeSH
Market value$5.94M
2.05%
Sole
8.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares63.51K
TypeSH
Market value$4.90M
1.69%
Sole
63.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares50.35K
TypeSH
Market value$4.03M
1.39%
Sole
50.35K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares14.26K
TypeSH
Market value$3.46M
1.19%
Sole
14.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.81K
TypeSH
Market value$3.38M
1.17%
Sole
22.81K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares4.39K
TypeSH
Market value$3.28M
1.13%
Sole
4.39K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares62.62K
TypeSH
Market value$2.78M
0.96%
Sole
62.62K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.99K
TypeSH
Market value$2.60M
0.90%
Sole
8.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.96K
TypeSH
Market value$2.46M
0.85%
Sole
6.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.89K
TypeSH
Market value$2.18M
0.75%
Sole
31.89K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares23.47K
TypeSH
Market value$1.64M
0.57%
Sole
23.47K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.21K
TypeSH
Market value$1.57M
0.54%
Sole
4.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.92K
TypeSH
Market value$1.55M
0.53%
Sole
17.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.93K
TypeSH
Market value$1.53M
0.53%
Sole
26.93K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.12K
TypeSH
Market value$1.42M
0.49%
Sole
7.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.68K
TypeSH
Market value$1.42M
0.49%
Sole
13.68K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.67K
TypeSH
Market value$1.35M
0.47%
Sole
5.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 127.02K | SH | $95.12M 32.78% | 127.02K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 607.01K | SH | $43.24M 14.90% | 607.01K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 263.95K | SH | $25.42M 8.76% | 263.95K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 658.57K | SH | $17.24M 5.94% | 658.57K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 141.29K | SH | $15.59M 5.37% | 141.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27.38K | SH | $10.13M 3.49% | 27.38K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 117.17K | SH | $9.62M 3.32% | 117.17K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 122.15K | SH | $7.29M 2.51% | 122.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.64K | SH | $5.94M 2.05% | 8.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 63.51K | SH | $4.90M 1.69% | 63.51K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 50.35K | SH | $4.03M 1.39% | 50.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 14.26K | SH | $3.46M 1.19% | 14.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 22.81K | SH | $3.38M 1.17% | 22.81K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.39K | SH | $3.28M 1.13% | 4.39K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 62.62K | SH | $2.78M 0.96% | 62.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.99K | SH | $2.60M 0.90% | 8.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.96K | SH | $2.46M 0.85% | 6.96K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 31.89K | SH | $2.18M 0.75% | 31.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 23.47K | SH | $1.64M 0.57% | 23.47K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.21K | SH | $1.57M 0.54% | 4.21K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 17.92K | SH | $1.55M 0.53% | 17.92K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG SELECT SCRE | 26.93K | SH | $1.53M 0.53% | 26.93K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.12K | SH | $1.42M 0.49% | 7.12K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 13.68K | SH | $1.42M 0.49% | 13.68K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.67K | SH | $1.35M 0.47% | 5.67K | 0.00 | 0.00 |
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