NerdWallet Wealth Partners, LLC

Est. AUM

$228.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$74.4M	113869	32.61%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$32.7M	510600	14.34%	SOLE
3	WISDOMTREE TR	US LARGECAP DIVD	$21.0M	235046	9.20%	SOLE
4	ISHARES TR	TRUST ISHARE 0-1	$14.0M	127248	6.16%	SOLE
5	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$13.2M	502744	5.79%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$8.9M	27819	3.91%	SOLE
7	ISHARES TR	1 3 YR TREAS BD	$8.6M	103691	3.75%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.4M	99577	2.36%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.9M	8276	2.17%	SOLE
10	ISHARES TR	CORE S&P MCP ETF	$3.5M	51110	1.51%	SOLE
11	ISHARES TR	IBOXX HI YD ETF	$3.4M	42656	1.49%	SOLE
12	VANGUARD INDEX FDS	SM CP VAL ETF	$3.1M	14385	1.37%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	4320	1.23%	SOLE
14	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.4M	62617	1.07%	SOLE
15	APPLE INC	COM	$2.2M	8637	0.96%	SOLE
16	ISHARES TR	CORE S&P SCP ETF	$2.0M	16140	0.88%	SOLE
17	ISHARES TR	MSCI EMG MKT ETF	$1.8M	31779	0.79%	SOLE
18	MICROSOFT CORP	COM	$1.6M	4190	0.68%	SOLE
19	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	23466	0.64%	SOLE
20	ISHARES TR	MSCI EAFE ETF	$1.3M	13357	0.57%	SOLE
21	SPDR GOLD TR	GOLD SHS	$1.2M	2852	0.54%	SOLE
22	ISHARES TR	20 YR TR BD ETF	$1.2M	13563	0.52%	SOLE
23	AMAZON COM INC	COM	$1.1M	5353	0.49%	SOLE
24	CAPITAL GROUP INTERNATIONAL	SHS	$1.1M	31806	0.46%	SOLE
25	META PLATFORMS INC	CL A	$1.0M	1800	0.45%	SOLE
26	NVIDIA CORPORATION	COM	$1.0M	5793	0.44%	SOLE
27	ISHARES TR	10-20 YR TRS ETF	$889K	8828	0.39%	SOLE
28	ALPHABET INC	CAP STK CL C	$852K	2971	0.37%	SOLE
29	JPMORGAN CHASE & CO	COM	$751K	2555	0.33%	SOLE
30	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$737K	15216	0.32%	SOLE
31	ISHARES TR	PARIS ALIGNED CL	$735K	11107	0.32%	SOLE
32	VANGUARD INDEX FDS	REAL ESTATE ETF	$700K	7901	0.31%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$547K	1143	0.24%	SOLE
34	SPDR SERIES TRUST	BLOOMBERG SHORT	$544K	20236	0.24%	SOLE
35	PACKAGING CORP AMER	COM	$494K	2330	0.22%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$450K	781	0.20%	SOLE
37	ALPHABET INC	CAP STK CL A	$431K	1500	0.19%	SOLE
38	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$430K	12683	0.19%	SOLE
39	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$352K	5913	0.15%	SOLE
40	ISHARES TR	ESG AWR MSCI USA	$340K	2406	0.15%	SOLE
41	ISHARES TR	RUS 1000 GRW ETF	$330K	774	0.14%	SOLE
42	BROADCOM INC	COM	$318K	1030	0.14%	SOLE
43	ISHARES TR	NATIONAL MUN ETF	$311K	2930	0.14%	SOLE
44	ISHARES TR	RUS 1000 VAL ETF	$276K	1293	0.12%	SOLE
45	ISHARES TR	CORE MSCI EAFE	$272K	3014	0.12%	SOLE
46	TESLA INC	COM	$267K	719	0.12%	SOLE
47	SCHWAB STRATEGIC TR	INTL EQTY ETF	$259K	10501	0.11%	SOLE
48	SEMPRA	COM	$256K	2639	0.11%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET TEC	$242K	1824	0.11%	SOLE
50	ISHARES TR	ESG AW MSCI EAFE	$240K	2516	0.11%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.