Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NerdWallet Wealth Partners, LLC (CIK 2079593) reported $229.2M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($74.4M, 32.46%), VEA ($32.7M, 14.28%), DLN ($21.0M, 9.16%), SHV ($14.0M, 6.13%), CGCB ($13.2M, 5.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $74.4M | 32.46% | 113,869 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $32.7M | 14.28% | 510,600 | Added |
| 3 | DLN | WISDOMTREE TR | $21.0M | 9.16% | 235,046 | Added |
| 4 | SHV | ISHARES TR | $14.0M | 6.13% | 127,248 | Trimmed |
| 5 | CGCB | CAPITAL GRP FIXED INCM ETF T | $13.2M | 5.76% | 502,744 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $8.9M | 3.89% | 27,819 | Trimmed |
| 7 | SHY | ISHARES TR | $8.6M | 3.74% | 103,691 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $5.4M | 2.35% | 99,577 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $4.9M | 2.16% | 8,276 | Trimmed |
| 10 | IJH | ISHARES TR | $3.5M | 1.51% | 51,110 | Added |
| 11 | HYG | ISHARES TR | $3.4M | 1.48% | 42,656 | Added |
| 12 | VBR | VANGUARD INDEX FDS | $3.1M | 1.36% | 14,385 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 1.23% | 4,320 | New |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $2.4M | 1.06% | 62,617 | Hold |
| 15 | AAPL | APPLE INC | $2.2M | 0.96% | 8,637 | Trimmed |
| 16 | IJR | ISHARES TR | $2.0M | 0.88% | 16,140 | Added |
| 17 | EEM | ISHARES TR | $1.8M | 0.79% | 31,779 | New |
| 18 | MSFT | MICROSOFT CORP | $1.6M | 0.68% | 4,190 | Trimmed |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $1.5M | 0.64% | 23,466 | Hold |
| 20 | EFA | ISHARES TR | $1.3M | 0.57% | 13,357 | Trimmed |
| 21 | GLD | SPDR GOLD TR | $1.2M | 0.54% | 2,852 | Trimmed |
| 22 | TLT | ISHARES TR | $1.2M | 0.51% | 13,563 | New |
| 23 | AMZN | AMAZON COM INC | $1.1M | 0.49% | 5,353 | Added |
| 24 | XVV | ISHARES TR | $1.1M | 0.48% | 22,385 | New |
| 25 | CGIC | CAPITAL GROUP INTERNATIONAL | $1.1M | 0.46% | 31,806 | Added |
Source: SEC Form 13F filings · as of 2026-03-31