13F Insight
DOSSIER · 13F-HR · Q1 2026

NerdWallet Wealth Partners, LLC

NerdWallet Wealth's hedge fund based in New York, NY — $229M in tracked AUM across 59 positions as of Q1 2026.

NW
NerdWallet Wealth·New York, NY·Hedge Fund
CIK 0002079593 · last filed Mar 31, 2026
Total AUM
$229M
▲ 14.4%
vs prior
Holdings
59
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$74M114K32.5%
02
VEA
VANGUARD TAX-MANAGED FDS
$33M511K14.3%
03
DLN
WISDOMTREE TR
$21M235K9.2%
04
SHV
ISHARES TR
$14M127K6.1%
05
CGCB
CAPITAL GRP FIXED INCM ETF T
$13M503K5.8%
06
VTI
VANGUARD INDEX FDS
$9M28K3.9%
07
SHY
ISHARES TR
$9M104K3.7%
08
VWO
VANGUARD INTL EQUITY INDEX F
$5M100K2.3%
09
VOO
VANGUARD INDEX FDS
$5M8K2.2%
10
IJH
ISHARES TR
$3M51K1.5%

Filing history

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