account_balance

Investment manager · 13F filer · SEC CIK 2079593

NerdWallet Wealth Partners, LLC

Reported value$319Mas of Sep 30, 2026
Positions73 9 new, 5 sold out
Top 10 weight79.5%IVV alone is 33%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 32.6% Added +7%
VEA Vanguard Tax-Managed FDS 14.8% Added +10%
DLN Wisdomtree Tr 8.7% Added +8%
SHV iShares Tr 5.5% Added +12%
CGCB Capital GRP Fixed Incm ETF T 4.5% Trimmed −13%
VWO Vanguard Intl Equity Index F 3.5% Added +54%
SHY iShares Tr 3.2% Added +9%
VTI Vanguard Index FDS 3.0% Trimmed −5%
VOO Vanguard Index FDS 1.9% Held
IJH iShares Tr 1.7% Added +17%
IGSB iShares Tr 1.5% New
HYG iShares Tr 1.4% Added +17%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 8, 2026 filing
add_circleNew
  • IGSB $4.9M
  • AGG $350K
  • EEMA $270K
  • EUAD $259K
arrow_upwardAdded
  • VWO +54%
  • IJR +37%
  • XVV +29%
  • TLH +28%
arrow_downwardTrimmed
  • CGCB −13%
  • VTI −5%
  • META −4%
remove_circleSold out
  • IWF $498K
  • XLK $353K
  • KLAC $275K
  • MDY $206K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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