StockDriftsStockDriftsTop 50 NerdWallet Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 32.78% | 127.0K | $95.1M | +11.55%(+13.15K) | $653.38(+18.98%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.9% | 607.0K | $43.2M | +18.88%(+96.42K) | $60.90(+19.84%) | 2026-06-30 | |
| DLN | WISDOMTREE TR | 8.76% | 263.9K | $25.4M | +12.30%(+28.90K) | $85.82(+17.78%) | 2026-06-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 5.94% | 658.6K | $17.2M | +31.00%(+155.83K) | $26.38(-2.05%) | 2026-06-30 | |
| SHV | ISHARES TR | 5.37% | 141.3K | $15.6M | +11.03%(+14.04K) | $110.45(-0.25%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.49% | 27.4K | $10.1M | -1.56%(-435) | $316.05(+20.88%) | 2026-06-30 | |
| SHY | ISHARES TR | 3.32% | 117.2K | $9.6M | +13.00%(+13.48K) | $82.84(-1.14%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.51% | 122.1K | $7.3M | +22.66%(+22.57K) | $53.11(+13.73%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.05% | 8.6K | $5.9M | +4.43%(+367) | $592.16(+20.08%) | 2026-06-30 | |
| IJH | ISHARES TR | 1.69% | 63.5K | $4.9M | +24.26%(+12.40K) | $66.78(+16.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.01% |
NerdWallet Wealth Partners, LLC reports $290.19M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are IVV (32.8%), VEA (14.9%) and DLN (8.8%). The top 20 holdings account for 90.26% of reported assets. Its disclosed equity book has returned +9.77% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from NerdWallet Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2079593). View NerdWallet Wealth Partners, LLC’s 13F filings on SEC