NerdWallet Wealth Partners, LLC

CIK

2079593

Location

NEW YORK, NY

Portfolio Value

Small $290,220,202

Diversification

Highly concentrated

Filing Date

Global Rank

#5,329 / 8,794 ▲ 1988 · as of Jun 2026

Top Industry

Internet Content & Information 25.9%

Period ended 3 months ago

Filed Jul 8, 2026 · 3mo

4 quarters · since Sep 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

49.0%

+20.8 pts

Top 5

85.4%

+8.3 pts

Top 10

93.3%

+4.7 pts

HHI

2,800

Highly concentrated+1,268

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.3%	$273,812,419	21
Technology	2.2%	$6,498,731	6
Communication Services	1.5%	$4,243,385	2
Consumer Cyclical	0.8%	$2,246,662	3
Financial Services	0.6%	$1,724,059	3
Industrials	0.4%	$1,015,970	4
Utilities	0.1%	$244,568	1
Healthcare	0.1%	$226,033	1
Consumer Defensive	0.1%	$208,375	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGCB	Capital Group Core Bond ETF	+155,826	658,570	$17,241,362
VEA	Vanguard FTSE Developed Markets ETF	+96,415	607,015	$43,249,818
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+91,636	632,328	$142,264,716
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+28,902	263,948	$25,423,471
VEU	Vanguard FTSE All-World Ex-US ETF	+22,569	122,146	$7,290,894
DCOR	Dimensional US Core Equity 1 ETF	+18,783	132,765	$6,736,893
CGIC	Capital Group International Core Equity ETF	+5,324	37,130	$1,351,160
GOOGL	Alphabet Inc.	+4,088	8,559	$3,030,622
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+3,185	23,421	$626,511
FNDA	Schwab Fundamental U.S. Small Company ETF	+2,110	21,628	$612,131
NVDA	Nvidia Corp	+1,323	7,116	$1,423,840
META	Meta Platforms, Inc.	+353	2,153	$1,212,763
AAPL	Apple Inc.	+350	8,987	$2,600,478
AMZN	Amazon Com Inc	+318	5,671	$1,351,626
QQQ	Invesco Qqq Trust, Series 1	+149	930	$684,852
BRK-B	Berkshire Hathaway Inc	+114	1,257	$628,990
BKF	iShares MSCI BIC ETF	+112	31,891	$2,181,663
TSLA	Tesla, Inc.	+89	808	$339,844
SPY	Spdr S&P 500 ETF Trust	+68	4,388	$3,276,826
JPM	Jpmorgan Chase & Co	+62	2,617	$856,622
V	Visa Inc.	+30	695	$238,447
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+28	1,852	$352,843
JNJ	Johnson & Johnson	+27	890	$226,033
AVGO	Broadcom Inc.	+27	1,057	$399,281
MSFT	Microsoft Corp	+25	4,215	$1,572,279
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	−614	7,287	$702,685
BNDW	Vanguard Total World Bond ETF	−198	5,715	$337,070
VB	Vanguard Morningstar Small-Cap ETF	−190	50,290	$19,535,039
GLD	Spdr Gold Trust	−106	2,746	$1,011,571
SRE	Sempra	−1	2,638	$244,568
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AFK	VanEck Africa Index ETF	443	$290,559
KLAC	Kla Corp	910	$274,556
NCLO	Nuveen AA-BBB CLO ETF	7,094	$230,909
AMD	Advanced Micro Devices Inc	393	$228,297
UL	Unilever PLC	3,466	$208,375
MDY	Spdr S&P Midcap 400 ETF Trust	293	$206,078
EDV	Vanguard World Funds Extended Duration ETF	1,553	$205,368
MAS	Masco Corp /De/	2,500	$203,425
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $290,220,202 total · filing declares 69 positions · $290,193,734 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	632,328	+91,636	$142,264,716	—	49.02%
VEA	Vanguard FTSE Developed Markets ETF	Added	607,015	+96,415	$43,249,818	+32.2%	14.90%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	263,948	+28,902	$25,423,471	+21.1%	8.76%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	50,290	-190	$19,535,039	+14.9%	6.73%
CGCB	Capital Group Core Bond ETF	Added	658,570	+155,826	$17,241,362	+30.6%	5.94%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	122,146	+22,569	$7,290,894	+35.5%	2.51%
DCOR	Dimensional US Core Equity 1 ETF	Added	132,765	+18,783	$6,736,893	+33.0%	2.32%
SPY	Spdr S&P 500 ETF Trust	Added	4,388	+68	$3,276,826	+16.6%	1.13%
GOOGL	Alphabet Inc. Communication Services	Added	8,559	+4,088	$3,030,622	+136.1%	1.04%
AAPL	Apple Inc. Technology	Added	8,987	+350	$2,600,478	+18.6%	0.90%
BKF	iShares MSCI BIC ETF	Added	31,891	+112	$2,181,663	+20.9%	0.75%
MSFT	Microsoft Corp Technology	Added	4,215	+25	$1,572,279	+1.4%	0.54%
NVDA	Nvidia Corp Technology	Added	7,116	+1,323	$1,423,840	+40.9%	0.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,671	+318	$1,351,626	+21.2%	0.47%
CGIC	Capital Group International Core Equity ETF	Added	37,130	+5,324	$1,351,160	+28.3%	0.47%
META	Meta Platforms, Inc. Communication Services	Added	2,153	+353	$1,212,763	+17.8%	0.42%
GLD	Spdr Gold Trust	Reduced	2,746	-106	$1,011,571	−17.6%	0.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,617	+62	$856,622	+14.0%	0.30%
VIG	Vanguard Dividend Appreciation ETF	Reduced	7,287	-614	$702,685	+0.3%	0.24%
QQQ	Invesco Qqq Trust, Series 1	Added	930	+149	$684,852	+51.9%	0.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,257	+114	$628,990	+14.8%	0.22%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	23,421	+3,185	$626,511	+15.0%	0.22%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	21,628	+2,110	$612,131	+25.9%	0.21%
PKG	Packaging Corp Of America Consumer Cyclical	Held	2,330	0	$555,192	+12.3%	0.19%
AVGO	Broadcom Inc. Technology	Added	1,057	+27	$399,281	+25.2%	0.14%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	1,852	+28	$352,843	+45.6%	0.12%
CAT	Caterpillar Inc Industrials	Added	328	+2	$349,287	+51.2%	0.12%
TSLA	Tesla, Inc. Consumer Cyclical	Added	808	+89	$339,844	+27.1%	0.12%
BNDW	Vanguard Total World Bond ETF	Reduced	5,715	-198	$337,070	−4.3%	0.12%
AFK	VanEck Africa Index ETF	NEW	443	NEW	$290,559	NEW	0.10%
KLAC	Kla Corp Technology	NEW	910	NEW	$274,556	NEW	0.09%
DE	Deere & Co Industrials	Held	398	0	$252,463	+12.6%	0.09%
SRE	Sempra Utilities	Reduced	2,638	-1	$244,568	−4.6%	0.08%
V	Visa Inc. Financial Services	Added	695	+30	$238,447	+18.6%	0.08%
NCLO	Nuveen AA-BBB CLO ETF	NEW	7,094	NEW	$230,909	NEW	0.08%
AMD	Advanced Micro Devices Inc Technology	NEW	393	NEW	$228,297	NEW	0.08%
JNJ	Johnson & Johnson Healthcare	Added	890	+27	$226,033	+7.1%	0.08%
RELX	Relx PLC Industrials	Held	6,656	0	$210,795	−4.5%	0.07%
UL	Unilever PLC Consumer Defensive	NEW	3,466	NEW	$208,375	NEW	0.07%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	293	NEW	$206,078	NEW	0.07%
EDV	Vanguard World Funds Extended Duration ETF	NEW	1,553	NEW	$205,368	NEW	0.07%
MAS	Masco Corp /De/ Industrials	NEW	2,500	NEW	$203,425	NEW	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.