Institutional Fund
Nerdwallet Wealth Partners, LLC
New York, NYCIK 20795933 filings on record
Portfolio Value
$229.20M
Q1 2026
Holdings
59
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+2.7%
from $223.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr32.5%
- Vanguard Tax-Managed Fds14.3%
- Wisdomtree Tr9.2%
- Ishares Tr6.1%
- Capital Grp Fixed Incm ETF T5.8%
- Vanguard Index Fds3.9%
- Other28.3%
Portfolio Holdings
59 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 113.9K | $74.39M | 32.5% | +4.9K | Added |
| 2 | Vanguard Tax-Managed Fds | 510.6K | $32.72M | 14.3% | +118.4K | Added |
| 3 | Wisdomtree Tr | 235.0K | $21.00M | 9.2% | +12.8K | Added |
| 4 | Ishares Tr | 127.2K | $14.05M | 6.1% | −8.9K | Reduced |
| 5 | Capital Grp Fixed Incm ETF T | 502.7K | $13.20M | 5.8% | +155.6K | Added |
| 6 | Vanguard Index Fds | 27.8K | $8.93M | 3.9% | −10.6K | Reduced |
| 7 | Ishares Tr | 103.7K | $8.56M | 3.7% | −8.0K | Reduced |
| 8 | Vanguard Intl Equity Index F | 99.6K | $5.38M | 2.3% | +18.4K | Added |
| 9 | Vanguard Index Fds | 8.3K | $4.95M | 2.2% | −400 | Reduced |
| 10 | Ishares Tr | 51.1K | $3.45M | 1.5% | +31.1K | Added |
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