NerdWallet Wealth Partners

NEW YORK, NYfiles as NerdWallet Wealth Partners, LLC

$290m in 69 US stocks at the end of 30 June 2026. The top 10 are 80.8% of the money. It changed about 3.7% of the portfolio this quarter.

Value

$290m

Stocks

Top 10 share

80.8%

Turnover

3.7%

What changed this quarter

New

Bought for the first time this quarter.

Dimensional ETF TrustDFIV
0.3% of the fund
Vaneck ETF TrustSMH
0.1% of the fund
KLAKLAC
<0.1% of the fund
Ishares TRIGOV
<0.1% of the fund
Nushares ETF TRNUDV
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
IsharesIEMG
<0.1% of the fund
UnileverUL
<0.1% of the fund
State STR Spdr S&P Midcap 40MDY
<0.1% of the fund
Vanguard World FDESGV
<0.1% of the fund
MascoMAS
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
32.8% of the fund
+12%
Vanguard Tax-Managed FDSVEA
14.9% of the fund
+19%
Wisdomtree TRDLN
8.8% of the fund
+12%
Capital GRP Fixed Incm ETF TCGCB
5.9% of the fund
+31%
Ishares TRSHV
5.4% of the fund
+11%
Ishares TRSHY
3.3% of the fund
+13%
Vanguard Intl Equity Index FVWO
2.5% of the fund
+23%
Vanguard Index FDSVOO
2.0% of the fund
+4%
Ishares TRIJH
1.7% of the fund
+24%
Ishares TRHYG
1.4% of the fund
+18%
Ishares TRIJR
1.2% of the fund
+41%
AppleAAPL
0.9% of the fund
+4%
AlphabetGOOG
0.8% of the fund
+134%
Ishares TRTLT
0.5% of the fund
+32%
Ishares TRXVV
0.5% of the fund
+20%
NvidiaNVDA
0.5% of the fund
+23%
Ishares TREFA
0.5% of the fund
+2%
Amazon.comAMZN
0.5% of the fund
+6%
Capital Group InternationalCGIC
0.5% of the fund
+17%
Meta PlatformsMETA
0.4% of the fund
+20%
Ishares TRTLH
0.4% of the fund
+35%
JPMorgan ChaseJPM
0.3% of the fund
+2%
Invesco QQQ TRQQQ
0.2% of the fund
+19%
Berkshire HathawayBRK-B
0.2% of the fund
+10%
Spdr Series TrustBWZ
0.2% of the fund
+16%

Cut

Sold some of their stake.

Spdr Gold TRGLD
0.3% of the fund
-4%
Vanguard Index FDSVNQ
0.2% of the fund
-8%
Vanguard Scottsdale FDSVGIT
0.1% of the fund
-3%

Sold out

Sold their entire stake.

IsharesEEMA
-100%

Holdings

Ishares TRIVV
Share
32.8%
Value
$95m
Shares
127,022
+12%
Vanguard Tax-Managed FDSVEA
Share
14.9%
Value
$43m
Shares
607,015
+19%
Wisdomtree TRDLN
Share
8.8%
Value
$25m
Shares
263,948
+12%
Capital GRP Fixed Incm ETF TCGCB
Share
5.9%
Value
$17m
Shares
658,570
+31%
Ishares TRSHV
Share
5.4%
Value
$16m
Shares
141,289
+11%
Vanguard Index FDSVTI
Share
3.5%
Value
$10m
Shares
27,384
Held
Ishares TRSHY
Share
3.3%
Value
$10m
Shares
117,175
+13%
Vanguard Intl Equity Index FVWO
Share
2.5%
Value
$7m
Shares
122,146
+23%
Vanguard Index FDSVOO
Share
2.0%
Value
$6m
Shares
8,643
+4%
Ishares TRIJH
Share
1.7%
Value
$5m
Shares
63,507
+24%
Ishares TRHYG
Share
1.4%
Value
$4m
Shares
50,352
+18%
Vanguard Index FDSVBR
Share
1.2%
Value
$3m
Shares
14,263
Held
Ishares TRIJR
Share
1.2%
Value
$3m
Shares
22,810
+41%
State STR Spdr S&P 500 ETF TSPY
Share
1.1%
Value
$3m
Shares
4,388
Held
Dimensional ETF TrustDFAC
Share
1.0%
Value
$3m
Shares
62,617
Held
AppleAAPL
Share
0.9%
Value
$3m
Shares
8,987
+4%
AlphabetGOOG
Share
0.8%
Value
$2m
Shares
6,957
+134%
Ishares TREEM
Share
0.8%
Value
$2m
Shares
31,891
Held
Dimensional ETF TrustDFAT
Share
0.6%
Value
$2m
Shares
23,466
Held
MicrosoftMSFT
Share
0.5%
Value
$2m
Shares
4,215
Held
Ishares TRTLT
Share
0.5%
Value
$2m
Shares
17,924
+32%
Ishares TRXVV
Share
0.5%
Value
$2m
Shares
26,929
+20%
NvidiaNVDA
Share
0.5%
Value
$1m
Shares
7,116
+23%
Ishares TREFA
Share
0.5%
Value
$1m
Shares
13,676
+2%
Amazon.comAMZN
Share
0.5%
Value
$1m
Shares
5,671
+6%
Capital Group InternationalCGIC
Share
0.5%
Value
$1m
Shares
37,130
+17%
Meta PlatformsMETA
Share
0.4%
Value
$1m
Shares
2,153
+20%
Ishares TRTLH
Share
0.4%
Value
$1m
Shares
11,961
+35%
Dimensional ETF TrustDFIV
Share
0.3%
Value
$1m
Shares
18,783
New
Spdr Gold TRGLD
Share
0.3%
Value
$1m
Shares
2,746
-4%
JPMorgan ChaseJPM
Share
0.3%
Value
$856,482
Shares
2,617
+2%
Ishares TRPABU
Share
0.3%
Value
$846,231
Shares
11,107
Held
Dimensional ETF TrustDFUV
Share
0.3%
Value
$837,032
Shares
15,216
Held
Vanguard Index FDSVNQ
Share
0.2%
Value
$702,392
Shares
7,287
-8%
Invesco QQQ TRQQQ
Share
0.2%
Value
$684,963
Shares
930
+19%
Berkshire HathawayBRK-B
Share
0.2%
Value
$628,990
Shares
1,257
+10%
Spdr Series TrustBWZ
Share
0.2%
Value
$626,512
Shares
23,421
+16%
AlphabetGOOGL
Share
0.2%
Value
$572,439
Shares
1,602
+7%
Packaging Corp of AmericaPKG
Share
0.2%
Value
$555,192
Shares
2,330
Held
Ishares TRIWF
Share
0.2%
Value
$498,418
Shares
4,014
+30%
Dimensional ETF TrustDFAX
Share
0.2%
Value
$467,242
Shares
12,683
Held
Ishares TRESGU
Share
0.2%
Value
$458,294
Shares
2,800
+16%
Ishares TRESGD
Share
0.2%
Value
$439,711
Shares
4,277
+70%
BroadcomAVGO
Share
0.1%
Value
$399,315
Shares
1,057
+3%
Select Sector Spdr TRXLK
Share
0.1%
Value
$352,870
Shares
1,852
Held
CaterpillarCAT
Share
0.1%
Value
$349,287
Shares
328
Held
TeslaTSLA
Share
0.1%
Value
$339,845
Shares
808
+12%
Vanguard Scottsdale FDSVGIT
Share
0.1%
Value
$337,071
Shares
5,715
-3%
Ishares TRIWD
Share
0.1%
Value
$332,129
Shares
1,370
+6%
Ishares TRMUB
Share
0.1%
Value
$321,890
Shares
2,991
+2%
Schwab Strategic TRSCHF
Share
0.1%
Value
$312,521
Shares
11,282
+7%
Schwab Strategic TRSCHB
Share
0.1%
Value
$299,631
Shares
10,346
+15%
Ishares TRIEFA
Share
0.1%
Value
$299,256
Shares
3,098
+3%
Vaneck ETF TrustSMH
Share
0.1%
Value
$290,577
Shares
443
New
KLAKLAC
Share
<0.1%
Value
$274,556
Shares
910
New
Ishares TRITOT
Share
<0.1%
Value
$264,968
Shares
1,613
+9%
DeereDE
Share
<0.1%
Value
$252,463
Shares
398
Held
SempraSRE
Share
<0.1%
Value
$244,569
Shares
2,638
Held
VisaV
Share
<0.1%
Value
$238,506
Shares
695
+5%
Ishares TRIGOV
Share
<0.1%
Value
$232,476
Shares
5,666
New
Nushares ETF TRNUDV
Share
<0.1%
Value
$230,920
Shares
7,094
New
Advanced Micro DevicesAMD
Share
<0.1%
Value
$228,298
Shares
393
New
IsharesIEMG
Share
<0.1%
Value
$227,702
Shares
2,747
New
Johnson & JohnsonJNJ
Share
<0.1%
Value
$226,159
Shares
890
+3%
RelxRELX
Share
<0.1%
Value
$210,796
Shares
6,656
Held
UnileverUL
Share
<0.1%
Value
$208,376
Shares
3,466
New
State STR Spdr S&P Midcap 40MDY
Share
<0.1%
Value
$206,079
Shares
293
New
Vanguard World FDESGV
Share
<0.1%
Value
$205,385
Shares
1,553
New
MascoMAS
Share
<0.1%
Value
$203,425
Shares
2,500
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	32.8%	$95m	127,022	+12%
Vanguard Tax-Managed FDSVEA	14.9%	$43m	607,015	+19%
Wisdomtree TRDLN	8.8%	$25m	263,948	+12%
Capital GRP Fixed Incm ETF TCGCB	5.9%	$17m	658,570	+31%
Ishares TRSHV	5.4%	$16m	141,289	+11%
Vanguard Index FDSVTI	3.5%	$10m	27,384	Held
Ishares TRSHY	3.3%	$10m	117,175	+13%
Vanguard Intl Equity Index FVWO	2.5%	$7m	122,146	+23%
Vanguard Index FDSVOO	2.0%	$6m	8,643	+4%
Ishares TRIJH	1.7%	$5m	63,507	+24%
Ishares TRHYG	1.4%	$4m	50,352	+18%
Vanguard Index FDSVBR	1.2%	$3m	14,263	Held
Ishares TRIJR	1.2%	$3m	22,810	+41%
State STR Spdr S&P 500 ETF TSPY	1.1%	$3m	4,388	Held
Dimensional ETF TrustDFAC	1.0%	$3m	62,617	Held
AppleAAPL	0.9%	$3m	8,987	+4%
AlphabetGOOG	0.8%	$2m	6,957	+134%
Ishares TREEM	0.8%	$2m	31,891	Held
Dimensional ETF TrustDFAT	0.6%	$2m	23,466	Held
MicrosoftMSFT	0.5%	$2m	4,215	Held
Ishares TRTLT	0.5%	$2m	17,924	+32%
Ishares TRXVV	0.5%	$2m	26,929	+20%
NvidiaNVDA	0.5%	$1m	7,116	+23%
Ishares TREFA	0.5%	$1m	13,676	+2%
Amazon.comAMZN	0.5%	$1m	5,671	+6%
Capital Group InternationalCGIC	0.5%	$1m	37,130	+17%
Meta PlatformsMETA	0.4%	$1m	2,153	+20%
Ishares TRTLH	0.4%	$1m	11,961	+35%
Dimensional ETF TrustDFIV	0.3%	$1m	18,783	New
Spdr Gold TRGLD	0.3%	$1m	2,746	-4%
JPMorgan ChaseJPM	0.3%	$856,482	2,617	+2%
Ishares TRPABU	0.3%	$846,231	11,107	Held
Dimensional ETF TrustDFUV	0.3%	$837,032	15,216	Held
Vanguard Index FDSVNQ	0.2%	$702,392	7,287	-8%
Invesco QQQ TRQQQ	0.2%	$684,963	930	+19%
Berkshire HathawayBRK-B	0.2%	$628,990	1,257	+10%
Spdr Series TrustBWZ	0.2%	$626,512	23,421	+16%
AlphabetGOOGL	0.2%	$572,439	1,602	+7%
Packaging Corp of AmericaPKG	0.2%	$555,192	2,330	Held
Ishares TRIWF	0.2%	$498,418	4,014	+30%
Dimensional ETF TrustDFAX	0.2%	$467,242	12,683	Held
Ishares TRESGU	0.2%	$458,294	2,800	+16%
Ishares TRESGD	0.2%	$439,711	4,277	+70%
BroadcomAVGO	0.1%	$399,315	1,057	+3%
Select Sector Spdr TRXLK	0.1%	$352,870	1,852	Held
CaterpillarCAT	0.1%	$349,287	328	Held
TeslaTSLA	0.1%	$339,845	808	+12%
Vanguard Scottsdale FDSVGIT	0.1%	$337,071	5,715	-3%
Ishares TRIWD	0.1%	$332,129	1,370	+6%
Ishares TRMUB	0.1%	$321,890	2,991	+2%
Schwab Strategic TRSCHF	0.1%	$312,521	11,282	+7%
Schwab Strategic TRSCHB	0.1%	$299,631	10,346	+15%
Ishares TRIEFA	0.1%	$299,256	3,098	+3%
Vaneck ETF TrustSMH	0.1%	$290,577	443	New
KLAKLAC	<0.1%	$274,556	910	New
Ishares TRITOT	<0.1%	$264,968	1,613	+9%
DeereDE	<0.1%	$252,463	398	Held
SempraSRE	<0.1%	$244,569	2,638	Held
VisaV	<0.1%	$238,506	695	+5%
Ishares TRIGOV	<0.1%	$232,476	5,666	New
Nushares ETF TRNUDV	<0.1%	$230,920	7,094	New
Advanced Micro DevicesAMD	<0.1%	$228,298	393	New
IsharesIEMG	<0.1%	$227,702	2,747	New
Johnson & JohnsonJNJ	<0.1%	$226,159	890	+3%
RelxRELX	<0.1%	$210,796	6,656	Held
UnileverUL	<0.1%	$208,376	3,466	New
State STR Spdr S&P Midcap 40MDY	<0.1%	$206,079	293	New
Vanguard World FDESGV	<0.1%	$205,385	1,553	New
MascoMAS	<0.1%	$203,425	2,500	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 42.3% since 30 September 2025.

Where the money is

Technology2.2%

Media & telecom1.5%

Financial services0.6%

Retail & consumer0.6%

Industrials0.3%

Materials0.2%

Utilities0.1%

Health care0.1%

Other94.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.