NerdWallet Wealth Partners, LLC

CIK

2079593

Location

NEW YORK, NY

Portfolio Value

Micro $19,128,994

Diversification

Diversified

Filing Date

Global Rank

#256 / 295 ▲ 7637

Top Industry

Consumer Electronics 18.6%

3Y Alpha vs SPY

-13.2%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

4 quarters · since Sep 2025

Clone Performance

Nov 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+3.7%

SPY

+11.9%

Annualised alpha

-13.2%

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

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

Top Position

17.1%

−0.9 pts

Top 5

53.5%

−3.8 pts

Top 10

76.4%

−5.5 pts

HHI

806

Diversified−101

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$6,498,731	6
Unclassified	27.1%	$5,179,327	4
Consumer Cyclical	11.7%	$2,246,662	3
Communication Services	9.3%	$1,785,269	2
Financial Services	9.0%	$1,724,059	3
Industrials	5.3%	$1,015,970	4
Utilities	1.3%	$244,568	1
Healthcare	1.2%	$226,033	1
Consumer Defensive	1.1%	$208,375	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
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
GOOGL	Alphabet Inc.	+102	1,602	$572,506
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
JNJ	Johnson & Johnson	+27	890	$226,033
AVGO	Broadcom Inc.	+27	1,057	$399,281
MSFT	Microsoft Corp	+25	4,215	$1,572,279
CAT	Caterpillar Inc	+2	328	$349,287
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
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

5 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	910	$274,556
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
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

25 positions · $19,128,994 total · 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
SPY	Spdr S&P 500 ETF Trust	Added	4,388	+68	$3,276,826	+16.6%	17.13%
AAPL	Apple Inc. Technology	Added	8,987	+350	$2,600,478	+18.6%	13.59%
MSFT	Microsoft Corp Technology	Added	4,215	+25	$1,572,279	+1.4%	8.22%
NVDA	Nvidia Corp Technology	Added	7,116	+1,323	$1,423,840	+40.9%	7.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,671	+318	$1,351,626	+21.2%	7.07%
META	Meta Platforms, Inc. Communication Services	Added	2,153	+353	$1,212,763	+17.8%	6.34%
GLD	Spdr Gold Trust	Reduced	2,746	-106	$1,011,571	−17.6%	5.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,617	+62	$856,622	+14.0%	4.48%
QQQ	Invesco Qqq Trust, Series 1	Added	930	+149	$684,852	+51.9%	3.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,257	+114	$628,990	+14.8%	3.29%
GOOGL	Alphabet Inc. Communication Services	Added	1,602	+102	$572,506	+32.7%	2.99%
PKG	Packaging Corp Of America Consumer Cyclical	Held	2,330	0	$555,192	+12.3%	2.90%
AVGO	Broadcom Inc. Technology	Added	1,057	+27	$399,281	+25.2%	2.09%
CAT	Caterpillar Inc Industrials	Added	328	+2	$349,287	+51.2%	1.83%
TSLA	Tesla, Inc. Consumer Cyclical	Added	808	+89	$339,844	+27.1%	1.78%
KLAC	Kla Corp Technology	NEW	910	NEW	$274,556	NEW	1.44%
DE	Deere & Co Industrials	Held	398	0	$252,463	+12.6%	1.32%
SRE	Sempra Utilities	Reduced	2,638	-1	$244,568	−4.6%	1.28%
V	Visa Inc. Financial Services	Added	695	+30	$238,447	+18.6%	1.25%
AMD	Advanced Micro Devices Inc Technology	NEW	393	NEW	$228,297	NEW	1.19%
JNJ	Johnson & Johnson Healthcare	Added	890	+27	$226,033	+7.1%	1.18%
RELX	Relx PLC Industrials	Held	6,656	0	$210,795	−4.5%	1.10%
UL	Unilever PLC Consumer Defensive	NEW	3,466	NEW	$208,375	NEW	1.09%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	293	NEW	$206,078	NEW	1.08%
MAS	Masco Corp /De/ Industrials	NEW	2,500	NEW	$203,425	NEW	1.06%