Investor
NerdWallet Wealth Partners, LLC
CIK 0002079593 · filed 2026-05-05 · SEC filing
13F book
$229.2M
Positions
59
12 new · 14 sold
Largest name
32.5%
Ishares Tr
Est. mark
−$4.17M
Price effect on 47 names still held. Flow $10.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 113.9K | $74.4M | 32.5% | −$3.35M | Added−$176.4K |
| Vanguard Tax-Managed Fds | — | 510.6K | $32.7M | 14.3% | $680.2K | Added$8.27M |
| Wisdomtree Tr | — | 235K | $21M | 9.2% | $308.2K | Added$1.45M |
| Ishares Tr | — | 127.2K | $14M | 6.1% | $29.6K | Cut−$956.3K |
| Capital Grp Fixed Incm Etf T | — | 502.7K | $13.2M | 5.8% | −$88.3K | Added$4M |
| Vanguard Index Fds | — | 27.8K | $8.93M | 3.9% | −$399.6K | Cut−$3.95M |
| Ishares Tr | — | 103.7K | $8.56M | 3.7% | −$26.1K | Cut−$684.7K |
| Vanguard Intl Equity Index F | — | 99.6K | $5.38M | 2.3% | $31.6K | Added$1.02M |
| Vanguard Index Fds | — | 8.28K | $4.95M | 2.2% | −$223.5K | Cut−$473.4K |
| Ishares Tr | — | 51.1K | $3.45M | 1.5% | $31.5K | Added$2.13M |
| Ishares Tr | — | 42.7K | $3.39M | 1.5% | −$38K | Added$433.4K |
| Vanguard Index Fds | — | 14.4K | $3.13M | 1.4% | $88K | Cut−$224.9K |
| Spdr S&P 500 Etf Tr | — | 4.32K | $2.81M | 1.2% | — | New |
| Dimensional Etf Trust | — | 62.6K | $2.43M | 1.1% | −$45.7K | Held |
| Apple Inc. | AAPL | 8.64K | $2.19M | 1.0% | −$156K | Cut−$401.2K |
| Ishares Tr | — | 16.1K | $2.01M | 0.9% | $44.2K | Added$744.1K |
| Ishares Tr | — | 31.8K | $1.8M | 0.8% | — | New |
| Microsoft Corp | MSFT | 4.19K | $1.55M | 0.7% | −$475.3K | Cut−$665.9K |
| Dimensional Etf Trust | — | 23.5K | $1.47M | 0.6% | $68.3K | Held |
| Ishares Tr | — | 13.4K | $1.3M | 0.6% | $14.7K | Cut−$2.5K |
| Spdr Gold Tr | — | 2.85K | $1.23M | 0.5% | $96.9K | Cut$84.6K |
| Ishares Tr | — | 13.6K | $1.18M | 0.5% | — | New |
| Amazon Com Inc | AMZN | 5.35K | $1.11M | 0.5% | −$112.6K | Added−$38.1K |
| Ishares Tr | — | 22.4K | $1.1M | 0.5% | — | New |
| Capital Group International | — | 31.8K | $1.05M | 0.5% | $18.5K | Added$68.2K |
| Meta Platforms, Inc. | META | 1.8K | $1.03M | 0.4% | −$155K | Added−$133.2K |
| Nvidia Corp | NVDA | 5.79K | $1.01M | 0.4% | −$70.1K | Cut−$127.2K |
| Ishares Tr | — | 8.83K | $889.2K | 0.4% | −$3.42K | Added$518.4K |
| Alphabet Inc | — | 2.97K | $852.4K | 0.4% | −$80K | Cut−$716.7K |
| Jpmorgan Chase & Co. | — | 2.56K | $751.5K | 0.3% | −$43.5K | Added$251.2K |
| Dimensional Etf Trust | — | 15.2K | $737.4K | 0.3% | $28.5K | Held |
| Ishares Tr | — | 11.1K | $735.9K | 0.3% | −$73.2K | Cut−$77.8K |
| Vanguard Index Fds | — | 7.9K | $700.9K | 0.3% | $1.7K | Cut−$783.8K |
| Berkshire Hathaway Inc Del | — | 1.14K | $547.7K | 0.2% | −$26.8K | Cut−$33.3K |
| Spdr Series Trust | — | 20.2K | $544.8K | 0.2% | — | New |
| Packaging Corp Amer | — | 2.33K | $494.5K | 0.2% | $14K | Cut$11.9K |
| Invesco Qqq Tr | — | 781 | $450.9K | 0.2% | −$22.4K | Added$80.3K |
| Alphabet Inc | — | 1.5K | $431.3K | 0.2% | −$38.2K | Cut−$88.9K |
| Dimensional Etf Trust | — | 12.7K | $430.8K | 0.2% | $15.7K | Held |
| Vanguard Scottsdale Fds | — | 5.91K | $352.1K | 0.2% | −$2.26K | Cut−$282.3K |
| Ishares Tr | — | 2.41K | $340.3K | 0.1% | −$18.2K | Cut−$52.9K |
| Ishares Tr | — | 774 | $330K | 0.1% | −$36.3K | Held |
| Broadcom Inc. | AVGO | 1.03K | $318.8K | 0.1% | −$35.1K | Added−$13.5K |
| Ishares Tr | — | 2.93K | $311.1K | 0.1% | — | New |
| Ishares Tr | — | 1.29K | $276.3K | 0.1% | $4.3K | Held |
| Ishares Tr | — | 3.01K | $272.9K | 0.1% | $3.22K | Cut$2.96K |
| Tesla, Inc. | TSLA | 719 | $267.3K | 0.1% | −$52K | Cut−$83.9K |
| Schwab Strategic Tr | — | 10.5K | $259.9K | 0.1% | — | New |
| Sempra | — | 2.64K | $256.4K | 0.1% | $23.4K | Cut$15.3K |
| Select Sector Spdr Tr | — | 1.82K | $242.4K | 0.1% | — | New |
| Ishares Tr | — | 2.52K | $240.6K | 0.1% | — | New |
| Caterpillar Inc | CAT | 326 | $231K | 0.1% | — | New |
| Schwab Strategic Tr | — | 9.02K | $226.3K | 0.1% | −$9.75K | Added−$91 |
| Deere & Co | DE | 398 | $224.2K | 0.1% | — | New |
| Ishares Inc | — | 2.33K | $222.9K | 0.1% | $3.99K | Held |
| Relx Plc | — | 6.66K | $220.6K | 0.1% | −$48.4K | Held |
| Johnson & Johnson | JNJ | 863 | $211.1K | 0.1% | — | New |
| Ishares Tr | — | 1.48K | $210.4K | 0.1% | −$9.25K | Cut−$12.8K |
| Visa Inc. | V | 665 | $201K | 0.1% | −$32.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.