NerdWallet Wealth Partners, LLC

Portfolio Overview

NerdWallet Wealth Partners, LLC disclosed 69 positions worth $290.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 1. The portfolio is most concentrated in Other (85.2% of disclosed assets). All figures are sourced directly from NerdWallet Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2079593.

• ISHARES TR - CORE S&P500 ETF

  —

  Quality

  $95.1M127,022 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $43.2M607,015 sh
• 

  WisdomTree, Inc.

  $WT

  59.6#896

  Quality

  $25.4M263,948 sh

• CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF

  —

  Quality

  $17.2M658,570 sh

• ISHARES TR - TRUST ISHARE 0-1

  —

  Quality

  $15.6M141,289 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $10.1M27,384 sh

• ISHARES TR - 1 3 YR TREAS BD

  —

  Quality

  $9.6M117,175 sh

• VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

  —

  Quality

  $7.3M122,146 sh

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $5.9M8,643 sh

• ISHARES TR - CORE S&P MCP ETF

  —

  Quality

  $4.9M63,507 sh

Company	Quality	Value	Shares
ISHARES TR - CORE S&P500 ETF	—	$95.1M	127,022
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$43.2M	607,015
WisdomTree, Inc.$WT	59.6#896	$25.4M	263,948
CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF	—	$17.2M	658,570
ISHARES TR - TRUST ISHARE 0-1	—	$15.6M	141,289
VANGUARD INDEX FDS - TOTAL STK MKT	—	$10.1M	27,384
ISHARES TR - 1 3 YR TREAS BD	—	$9.6M	117,175
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$7.3M	122,146
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$5.9M	8,643
ISHARES TR - CORE S&P MCP ETF	—	$4.9M	63,507

Showing top 10 of 69 holdings.

Full Holdings — NerdWallet Wealth Partners, LLC (Q2 2026)

All 69 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	ISHARES TR - CORE S&P500 ETF	$95.1M	32.8%	+12%	—
2	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$43.2M	14.9%	+19%	—
3	$WT	WisdomTree, Inc.	$25.4M	8.8%	+12%	59.6
4	—	CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF	$17.2M	5.9%	+31%	—
5	—	ISHARES TR - TRUST ISHARE 0-1	$15.6M	5.4%	+11%	—
6	—	VANGUARD INDEX FDS - TOTAL STK MKT	$10.1M	3.5%	-2%	—
7	—	ISHARES TR - 1 3 YR TREAS BD	$9.6M	3.3%	+13%	—
8	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$7.3M	2.5%	+23%	—
9	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$5.9M	2.0%	+4%	—
10	—	ISHARES TR - CORE S&P MCP ETF	$4.9M	1.7%	+24%	—
11	—	ISHARES TR - IBOXX HI YD ETF	$4.0M	1.4%	+18%	—
12	—	VANGUARD INDEX FDS - SM CP VAL ETF	$3.5M	1.2%	-1%	—
13	—	ISHARES TR - CORE S&P SCP ETF	$3.4M	1.2%	+41%	—
14	$SPY	SPDR S&P 500 ETF TRUST	$3.3M	1.1%	+2%	—
15	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$2.8M	1.0%	+0%	—
16	$AAPL	Apple Inc.	$2.6M	0.9%	+4%	76.3
17	$GOOGL	Alphabet Inc.	$2.5M	0.8%	+134%	78.1
18	—	ISHARES TR - MSCI EMG MKT ETF	$2.2M	0.8%	+0%	—
19	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$1.6M	0.6%	+0%	—
20	$MSFT	MICROSOFT CORP	$1.6M	0.5%	+1%	79.7
21	—	ISHARES TR - 20 YR TR BD ETF	$1.5M	0.5%	+32%	—
22	—	ISHARES TR - ESG SELECT SCRE	$1.5M	0.5%	+20%	—
23	$NVDA	NVIDIA CORP	$1.4M	0.5%	+23%	85.9
24	—	ISHARES TR - MSCI EAFE ETF	$1.4M	0.5%	+2%	—
25	$AMZN	AMAZON COM INC	$1.4M	0.5%	+6%	68.4
26	—	CAPITAL GROUP INTERNATIONAL - SHS	$1.4M	0.5%	+17%	—
27	$META	Meta Platforms, Inc.	$1.2M	0.4%	+20%	79.6
28	—	ISHARES TR - 10-20 YR TRS ETF	$1.2M	0.4%	+35%	—
29	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$1.0M	0.3%	NEW	—
30	$GLD	SPDR GOLD TRUST	$1.0M	0.3%	-4%	—
31	$JPM	JPMORGAN CHASE & CO	$856,482	0.3%	+2%	70.3
32	—	ISHARES TR - PARI ALI CLI ETF	$846,231	0.3%	+0%	—
33	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	$837,032	0.3%	+0%	—
34	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$702,392	0.2%	-8%	—
35	$QQQ	INVESCO QQQ TRUST, SERIES 1	$684,963	0.2%	+19%	—
36	$BRK.B	BERKSHIRE HATHAWAY INC	$628,990	0.2%	+10%	73.6
37	—	SPDR SERIES TRUST - SST SPDR BLOOMBE	$626,512	0.2%	+16%	—
38	$GOOG	Alphabet Inc.	$572,439	0.2%	+7%	78.1
39	$PKG	PACKAGING CORP OF AMERICA	$555,192	0.2%	+0%	62.7
40	—	ISHARES TR - RUS 1000 GRW ETF	$498,418	0.2%	+419%	—
41	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$467,242	0.2%	+0%	—
42	—	ISHARES TR - ESG AWR MSCI USA	$458,294	0.2%	+16%	—
43	—	ISHARES TR - ESG AW MSCI EAFE	$439,711	0.1%	+70%	—
44	$AVGO	Broadcom Inc.	$399,315	0.1%	+3%	84.4
45	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$352,870	0.1%	+2%	—
46	$CAT	CATERPILLAR INC	$349,287	0.1%	+1%	66.3
47	$TSLA	Tesla, Inc.	$339,845	0.1%	+12%	53.6
48	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	$337,071	0.1%	-3%	—
49	—	ISHARES TR - RUS 1000 VAL ETF	$332,129	0.1%	+6%	—
50	—	ISHARES TR - NATIONAL MUN ETF	$321,890	0.1%	+2%	—
51	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$312,521	0.1%	+7%	—
52	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$299,631	0.1%	+15%	—
53	—	ISHARES TR - CORE MSCI EAFE	$299,256	0.1%	+3%	—
54	—	VANECK ETF TRUST - SEMICONDUCTR ETF	$290,577	0.1%	NEW	—
55	$KLAC	KLA CORP	$274,556	0.1%	NEW	78.5
56	—	ISHARES TR - CORE S&P TTL STK	$264,968	0.1%	+9%	—
57	$DE	DEERE & CO	$252,463	0.1%	+0%	55.3
58	$SRE	SEMPRA	$244,569	0.1%	-0%	41.6
59	$V	VISA INC.	$238,506	0.1%	+5%	82.7
60	—	ISHARES TR - INTL TREA BD ETF	$232,476	0.1%	NEW	—
61	—	NUSHARES ETF TR - ESG DIVIDEND ETF	$230,920	0.1%	NEW	—
62	$AMD	ADVANCED MICRO DEVICES INC	$228,298	0.1%	NEW	79.7
63	—	ISHARES INC - CORE MSCI EMKT	$227,702	0.1%	NEW	—
64	$JNJ	JOHNSON & JOHNSON	$226,159	0.1%	+3%	68.8
65	$RELX	RELX PLC	$210,796	0.1%	+0%	—
66	$UL	UNILEVER PLC	$208,376	0.1%	NEW	—
67	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$206,079	0.1%	NEW	—
68	—	VANGUARD WORLD FD - ESG US STK ETF	$205,385	0.1%	NEW	—
69	$MAS	MASCO CORP /DE/	$203,425	0.1%	NEW	57.9