NerdWallet Wealth Partners, LLC

CIK

2079593

Location

NEW YORK, NY

Portfolio Value

Micro $15,540,795

Diversification

Diversified

Filing Date

Global Rank

#7,522 / 8,232 ▲ 243

Top Industry

Consumer Electronics 19.8%

3Y Alpha vs SPY

-17.6%

Period ended 2 months ago

Filed May 5, 2026 · 39d

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+1.4%

SPY

+11.0%

Annualised alpha

-17.4%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.1%

+0.7 pts

Top 5

57.2%

+1.9 pts

Top 10

81.9%

+3.5 pts

HHI

907

Diversified+43

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$5,072,090	4
Unclassified	28.9%	$4,487,432	3
Consumer Cyclical	12.1%	$1,876,629	3
Financial Services	9.7%	$1,500,292	3
Communication Services	9.4%	$1,461,174	2
Industrials	4.3%	$675,796	3
Utilities	1.7%	$256,431	1
Healthcare	1.4%	$210,951	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	+1,002	2,555	$751,578
AMZN	Amazon Com Inc	+358	5,353	$1,114,869
QQQ	Invesco Qqq Trust, Series 1	+178	781	$450,777
AVGO	Broadcom Inc.	+70	1,030	$318,795
META	Meta Platforms, Inc.	+38	1,800	$1,029,834
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−902	8,637	$2,191,984
MSFT	Microsoft Corp	−394	4,190	$1,551,012
NVDA	Nvidia Corp	−306	5,793	$1,010,299
GOOGL	Alphabet Inc.	−162	1,500	$431,340
SRE	Sempra	−92	2,639	$256,431
TSLA	Tesla, Inc.	−72	719	$267,288
GLD	Spdr Gold Trust	−31	2,852	$1,227,187
BRK-B	Berkshire Hathaway Inc	−13	1,143	$547,725
PKG	Packaging Corp Of America	−10	2,330	$494,472
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	4,320	$2,809,468
CAT	Caterpillar Inc	326	$230,957
DE	Deere & Co	398	$224,193
JNJ	Johnson & Johnson	863	$210,951
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GBDC	GOLUB CAPITAL BDC, Inc.	51,760	$702,383
ADBE	Adobe Inc.	797	$278,942
IBIT	iShares Bitcoin Trust ETF	4,807	$238,667
UL	Unilever PLC	3,466	$226,676
PG	PROCTER & GAMBLE Co	1,413	$202,497
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $15,540,795 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	NEW	4,320	NEW	$2,809,468	NEW	18.08%
AAPL	Apple Inc. Technology	Reduced	8,637	-902	$2,191,984	−15.5%	14.10%
MSFT	Microsoft Corp Technology	Reduced	4,190	-394	$1,551,012	−30.0%	9.98%
GLD	Spdr Gold Trust	Reduced	2,852	-31	$1,227,187	+7.4%	7.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,353	+358	$1,114,869	−3.3%	7.17%
META	Meta Platforms, Inc. Communication Services	Added	1,800	+38	$1,029,834	−11.5%	6.63%
NVDA	Nvidia Corp Technology	Reduced	5,793	-306	$1,010,299	−11.2%	6.50%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,555	+1,002	$751,578	+50.2%	4.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,143	-13	$547,725	−5.7%	3.52%
PKG	Packaging Corp Of America Consumer Cyclical	Reduced	2,330	-10	$494,472	+2.5%	3.18%
QQQ	Invesco Qqq Trust, Series 1	Added	781	+178	$450,777	+21.7%	2.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,500	-162	$431,340	−17.1%	2.78%
AVGO	Broadcom Inc. Technology	Added	1,030	+70	$318,795	−4.1%	2.05%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	719	-72	$267,288	−24.9%	1.72%
SRE	Sempra Utilities	Reduced	2,639	-92	$256,431	+6.4%	1.65%
CAT	Caterpillar Inc Industrials	NEW	326	NEW	$230,957	NEW	1.49%
DE	Deere & Co Industrials	NEW	398	NEW	$224,193	NEW	1.44%
RELX	Relx PLC Industrials	Held	6,656	0	$220,646	−18.0%	1.42%
JNJ	Johnson & Johnson Healthcare	NEW	863	NEW	$210,951	NEW	1.36%
V	Visa Inc. Financial Services	Held	665	0	$200,989	−13.8%	1.29%