NerdWallet Wealth Partners, LLC
NerdWallet Wealth Partners, LLC reported 69 positions worth $290.2M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: IVV (32.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $95.1M | 32.78% | 127,022 | — | — | |
| ▸ 2 | VEA | SH | $43.2M | 14.90% | 607,015 | — | — | |
| ▸ 3 | DLN | SH | $25.4M | 8.76% | 263,948 | — | — | |
| ▸ 4 | CGCB | SH | $17.2M | 5.94% | 658,570 | — | — | |
| ▸ 5 | SHV | SH | $15.6M | 5.37% | 141,289 | — | — | |
| ▸ 6 | VTI | SH | $10.1M | 3.49% | 27,384 | — | — | |
| ▸ 7 | SHY | SH | $9.6M | 3.32% | 117,175 | — | — | |
| ▸ 8 | VWO | SH | $7.3M | 2.51% | 122,146 | — | — | |
| ▸ 9 | VOO | SH | $5.9M | 2.05% | 8,643 | — | — | |
| ▸ 10 | IJH | SH | $4.9M | 1.69% | 63,507 | — | — |
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Frequently Asked Questions
What stocks does NerdWallet Wealth Partners, LLC hold as of Q2 2026?
NerdWallet Wealth Partners, LLC reported 69 positions worth $290.2M in its Q2 2026 13F filing. Largest positions: IVV (32.8%), VEA (14.9%), DLN (8.8%), CGCB (5.9%) and SHV (5.4%).
What did NerdWallet Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did NerdWallet Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.