13F Insight
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
Total AUM
$290M
as of Q2 2026
Holdings
69
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
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...

The portfolio consists of 61 holdings, reflecting a highly diversified approach. The structure is heavily institutional, relying primarily on ETFs to achieve broad market exposure, supplemented by a select group of individual equities. The shift in portfolio size indicates that the firm is rapidly scaling its wealth management operations, likely moving capital into a standardized core-satellite investment model as assets grow.

Key Holdings

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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$95M127K32.8%02
VEA
VANGUARD TAX-MANAGED FDS
$43M607K14.9%03
DLN
WISDOMTREE TR
$25M264K8.8%04
CGCB
CAPITAL GRP FIXED INCM ETF T
$17M659K5.9%05
SHV
ISHARES TR
$16M141K5.4%06
VTI
VANGUARD INDEX FDS
$10M27K3.5%07
SHY
ISHARES TR
$10M117K3.3%08
VWO
VANGUARD INTL EQUITY INDEX F
$7M122K2.5%09
VOO
VANGUARD INDEX FDS
$6M9K2.0%10
IJH
ISHARES TR
$5M64K1.7%

Filing history

2026Q2Jun 30
$290M▲ 26.6%
69 positionsView →2026Q1Mar 31
$229M▲ 2.7%
59 positionsView →2025Q4Dec 31
$223M▲ 362.0%
61 positionsView →2025Q3Sep 30
$48M—
28 positionsView →