DOSSIER · 13F-HR · Q2 2026
NerdWallet Wealth Partners, LLC
$290M in tracked AUM across 69 positions as of Q2 2026.
NW
CIK 0002079593 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of NerdWallet Wealth Partners, LLC 13F Filing
Portfolio Overview
NerdWallet Wealth Partners, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 362.0%, growing from $48.29 million to $223.10 million. This dramatic increase suggests substantial net capital inflows from clients rather than merely market appreciation, as the broad market would need to have more than tripled i...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.