NerdWallet Wealth Partners, LLC holds a concentrated book of 69 stocks worth $290.2M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Dimensional International Va and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Ishares Core S&P 500 ETF at 33% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as NerdWallet Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 70 / 69 | $550.9B |
| WELLS FARGO & COMPANY/MN | 69 / 69 | $172.0B |
| ROYAL BANK OF CANADA | 69 / 69 | $150.0B |
| OSAIC HOLDINGS, INC. | 69 / 69 | $18.1B |
| JPMORGAN CHASE & CO | 68 / 69 | $470.4B |
| UBS Group AG | 68 / 69 | $143.6B |
| ENVESTNET ASSET MANAGEMENT INC | 68 / 69 | $101.9B |
| LPL Financial LLC | 68 / 69 | $94.1B |
Ranked by the share of each fund's own book sitting in the names it shares with NerdWallet Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $95.1M | 127.0K | 32.8% | ▲+12% Added · +13K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $43.2M | 607.0K | 14.9% | ▲+19% Added · +96K sh | |
| 3 | Wisdomtree TR US LARGECAP DIVD | $25.4M | 263.9K | 8.8% | ▲+12% Added · +29K sh | |
| 4 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $17.2M | 658.6K | 5.9% | ▲+31% Added · +156K sh | |
| 5 | Ishares TR TRUST ISHARE 0-1 | $15.6M | 141.3K | 5.4% | ▲+11% Added · +14K sh | |
| 6 | Vanguard Index FDS TOTAL STK MKT | $10.1M | 27.4K | 3.5% | ▼−1.6% Reduced · −435 sh | |
| 7 | Ishares TR 1 3 YR TREAS BD | $9.6M | 117.2K | 3.3% | ▲+13% Added · +13K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.3M | 122.1K | 2.5% | ▲+23% Added · +23K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $5.9M | 8.6K | 2.0% | ▲+4.4% Added · +367 sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $4.9M | 63.5K | 1.7% | ▲+24% Added · +12K sh | |
| 11 | Ishares TR IBOXX HI YD ETF | $4.0M | 50.4K | 1.4% | ▲+18% Added · +8K sh | |
| 12 | Vanguard Index FDS SM CP VAL ETF | $3.5M | 14.3K | 1.2% | ▼−0.8% Reduced · −122 sh | |
| 13 | Ishares TR CORE S&P SCP ETF | $3.4M | 22.8K | 1.2% | ▲+41% Added · +7K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $3.3M | 4.4K | 1.1% | ▲+1.6% Added · +68 sh | |
| 15 | Dimensional ETF Trust US COR EQU 2 ETF | $2.8M | 62.6K | 1.0% | —Held | |
| 16 | Apple Inc COM | $2.6M | 9.0K | 0.9% | ▲+4.0% Added · +350 sh | |
| 17 | Alphabet Inc CAP STK CL C | $2.5M | 7.0K | 0.8% | ▲+134% Added · +4K sh | |
| 18 | Ishares TR MSCI EMG MKT ETF | $2.2M | 31.9K | 0.8% | ▲+0.3% Added · +112 sh | |
| 19 | Dimensional ETF Trust US TARGETED VLU | $1.6M | 23.5K | 0.6% | —Held | |
| 20 | Microsoft Corp COM | $1.6M | 4.2K | 0.5% | ▲+0.6% Added · +25 sh | |
| 21 | Ishares TR 20 YR TR BD ETF | $1.5M | 17.9K | 0.5% | ▲+32% Added · +4K sh | |
| 22 | Ishares TR ESG SELECT SCRE | $1.5M | 26.9K | 0.5% | ▲+20% Added · +5K sh | |
| 23 | Nvidia Corporation COM | $1.4M | 7.1K | 0.5% | ▲+23% Added · +1K sh | |
| 24 | Ishares TR MSCI EAFE ETF | $1.4M | 13.7K | 0.5% | ▲+2.4% Added · +319 sh | |
| 25 | Amazon Com Inc COM | $1.4M | 5.7K | 0.5% | ▲+5.9% Added · +318 sh | |
| 26 | Capital Group International SHS | $1.4M | 37.1K | 0.5% | ▲+17% Added · +5K sh | |
| 27 | Meta Platforms Inc CL A | $1.2M | 2.2K | 0.4% | ▲+20% Added · +353 sh | |
| 28 | Ishares TR 10-20 YR TRS ETF | $1.2M | 12.0K | 0.4% | ▲+35% Added · +3K sh | |
| 29 | Dimensional ETF Trust INTERNATNAL VAL | $1.0M | 18.8K | 0.3% | ▲New New position | |
| 30 | SPDR Gold TR GOLD SHS | $1.0M | 2.7K | 0.3% | ▼−3.7% Reduced · −106 sh | |
| 31 | JPMorgan Chase & Co COM | $856K | 2.6K | 0.3% | ▲+2.4% Added · +62 sh | |
| 32 | Ishares TR PARI ALI CLI ETF | $846K | 11.1K | 0.3% | —Held | |
| 33 | Dimensional ETF Trust US MKTWIDE VALUE | $837K | 15.2K | 0.3% | —Held | |
| 34 | Vanguard Index FDS REAL ESTATE ETF | $702K | 7.3K | 0.2% | ▼−7.8% Reduced · −614 sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $685K | 930 | 0.2% | ▲+19% Added · +149 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $629K | 1.3K | 0.2% | ▲+10.0% Added · +114 sh | |
| 37 | SPDR Series Trust SST SPDR BLOOMBE | $627K | 23.4K | 0.2% | ▲+16% Added · +3K sh | |
| 38 | Alphabet Inc CAP STK CL A | $572K | 1.6K | 0.2% | ▲+6.8% Added · +102 sh | |
| 39 | Packaging Corp Amer COM | $555K | 2.3K | 0.2% | —Held | |
| 40 | Ishares TR RUS 1000 GRW ETF | $498K | 4.0K | 0.2% | ▲+419% Added · +3K sh | |
| 41 | Dimensional ETF Trust WORLD EX US CORE | $467K | 12.7K | 0.2% | —Held | |
| 42 | Ishares TR ESG AWR MSCI USA | $458K | 2.8K | 0.2% | ▲+16% Added · +394 sh | |
| 43 | Ishares TR ESG AW MSCI EAFE | $440K | 4.3K | 0.2% | ▲+70% Added · +2K sh | |
| 44 | Broadcom Inc COM | $399K | 1.1K | 0.1% | ▲+2.6% Added · +27 sh | |
| 45 | Select Sector SPDR TR ST STR TECHN ETF | $353K | 1.9K | 0.1% | ▲+1.5% Added · +28 sh | |
| 46 | Caterpillar Inc COM | $349K | 328 | 0.1% | ▲+0.6% Added · +2 sh | |
| 47 | Tesla Inc COM | $340K | 808 | 0.1% | ▲+12% Added · +89 sh | |
| 48 | Vanguard Scottsdale FDS INTER TERM TREAS | $337K | 5.7K | 0.1% | ▼−3.3% Reduced · −198 sh | |
| 49 | Ishares TR RUS 1000 VAL ETF | $332K | 1.4K | 0.1% | ▲+6.0% Added · +77 sh | |
| 50 | Ishares TR NATIONAL MUN ETF | $322K | 3.0K | 0.1% | ▲+2.1% Added · +61 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2079593/holdings"
Use Arkolith to show NerdWallet Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.