13F-HR filed by NerdWallet Wealth Partners, LLC
NerdWallet Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-05, with 59 holding rows worth $229,201,171.
- Accession
- 0002079593-26-000004
- Filer
- CIK 2079593
- Filed
- 2026-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 59 entries on the cover page, a total value of $229,201,171 stated on the cover page (in dollars after the unit check, H1), rows summing to $229,201,171 with VALUE read as dollars as filed, 13F file number 028-25842. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 113,869 | $74,392,930 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 510,600 | $32,719,849 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 235,046 | $20,996,965 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 127,248 | $14,046,888 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y508 | CORE BOND ETF | 502,744 | $13,202,084 | dollars as filed | |
| VTI | 922908769 | COM | 27,819 | $8,926,868 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 103,691 | $8,561,820 | dollars as filed | |
| VWO | 922042858 | SHS | 99,577 | $5,382,371 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 8,276 | $4,945,378 | dollars as filed | |
| IJH | 464287507 | COM | 51,110 | $3,451,636 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 42,656 | $3,393,829 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 14,385 | $3,125,580 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,320 | $2,809,419 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 62,617 | $2,433,297 | dollars as filed | |
| Apple Inc | 037833100 | COM | 8,637 | $2,191,984 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 16,140 | $2,006,362 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 31,779 | $1,804,874 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,190 | $1,550,924 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 23,466 | $1,465,452 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 13,357 | $1,297,365 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,852 | $1,227,109 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 13,563 | $1,175,768 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,353 | $1,114,869 | dollars as filed | |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | 46436E569 | ETF | 22,385 | $1,101,802 | dollars as filed | |
| CAPITAL GROUP INTERNATIONAL | 14021T102 | SHS | 31,806 | $1,053,097 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,800 | $1,029,834 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 5,793 | $1,010,299 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 8,828 | $889,182 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,971 | $852,350 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,555 | $751,452 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 15,216 | $737,367 | dollars as filed | |
| ISHARES TR | 46436E411 | PARI ALI CLI ETF | 11,107 | $735,890 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 7,901 | $700,881 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,143 | $547,726 | dollars as filed | |
| SPDR SERIES TRUST | 78464A334 | BLOMBERG BRC INT | 20,236 | $544,753 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 2,330 | $494,473 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 781 | $450,864 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,500 | $431,282 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 12,683 | $430,842 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 5,913 | $352,119 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 2,406 | $340,272 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 774 | $330,034 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,030 | $318,795 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,930 | $311,086 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,293 | $276,275 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,014 | $272,857 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 719 | $267,288 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 10,501 | $259,888 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 2,639 | $256,432 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,824 | $242,410 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 2,516 | $240,573 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 326 | $230,958 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 9,017 | $226,336 | dollars as filed | |
| Deere & Company | 244199105 | COM | 398 | $224,193 | dollars as filed | |
| ISHARES INC | 464286426 | MSCI EM ASIA ETF | 2,328 | $222,871 | dollars as filed | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 6,656 | $220,646 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 863 | $211,064 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 1,477 | $210,369 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 665 | $200,990 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002079593-26-000004 | this filing | 2026-05-05 | acceptance time not in the bulk data set |