§ 13F · FUND PROFILE
NerdWallet Wealth Partners, LLC.
AUM · $204M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 127K | $95M | 32.8% | +12% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 607K | $43M | 14.9% | +19% |
| 3 | DLN | WISDOMTREE TR | 264K | $25M | 8.8% | +12% |
| 4 | CGCB | CAPITAL GRP FIXED INCM ETF T | 659K | $17M | 5.9% | +31% |
| 5 | SHV | ISHARES TR | 141K | $16M | 5.4% | +11% |
| 6 | VTI | VANGUARD INDEX FDS | 27K | $10M | 3.5% | −2% |
| 7 | SHY | ISHARES TR | 117K | $10M | 3.3% | +13% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 122K | $7M | 2.5% | +23% |
| 9 | VOO | VANGUARD INDEX FDS | 9K | $6M | 2.0% | +4% |
| 10 | IJH | ISHARES TR | 64K | $5M | 1.7% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NERDWALLET SIGNAL
AC read
NerdWallet Wealth Partners, LLC is a Other fund managing $204 million in assets. The fund runs a portfolio of 61 positions.
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