NerdWallet Wealth Partners
NerdWallet Wealth Partners reported 69 stocks worth $290M in its 13F filing for Q2 2026, filed Jul 8, 2026. Its largest holdings are IVV (32.8%), VEA (14.9%) and DLN (8.8%). Compared with Q1 2026, the fund opened new positions in DFIV, SMH and KLAC, added to IVV, VEA and DLN, trimmed VTI, VBR and GLD and sold out of EEMA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $95.1M | 32.8% | 127K | +13K (+12%) | 4 of 4 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $43.2M | 14.9% | 607K | +96K (+19%) | 4 of 4 | |
| 3 |  DLN Wisdomtree TR | $25.4M | 8.8% | 264K | +29K (+12%) | 4 of 4 | |
| 4 |  CGCB Capital Group Core Bond ETF | $17.2M | 5.9% | 659K | +156K (+31%) | 4 of 4 | |
| 5 |  SHV Ishares TR | $15.6M | 5.4% | 141K | +14K (+11%) | 4 of 4 | |
| 6 |  VTI Vanguard Total Stock Market ETF | $10.1M | 3.5% | 27K | −435 (−2%) | 4 of 4 | |
| 7 |  SHY Ishares 1-3 Year Treasry | $9.6M | 3.3% | 117K | +13K (+13%) | 4 of 4 | |
| 8 |  VWO Vanguard Intl Equity Index F | $7.3M | 2.5% | 122K | +23K (+23%) | 4 of 4 | |
| 9 |  VOO Vanguard S&P 500 ETF | $5.9M | 2.0% | 8,643 | +367 (+4%) | 4 of 4 | |
| 10 |  IJH Ishares TR | $4.9M | 1.7% | 64K | +12K (+24%) | 4 of 4 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EEMA Blackrock, Inc. | $223K | 2,328 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 8, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →NerdWallet Wealth Partners 13F FAQ
What does NerdWallet Wealth Partners own?
NerdWallet Wealth Partners reported 69 stocks worth $290M in its 13F filing for Q2 2026, filed Jul 8, 2026. Its largest holdings are IVV (32.8%), VEA (14.9%) and DLN (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did NerdWallet Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 44 added to, 5 trimmed and 1 sold out. New positions include DFIV, SMH and KLAC. It sold all of EEMA.
When will NerdWallet Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is NerdWallet Wealth Partners's portfolio worth?
The Q2 2026 filing reports $290M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.