NerdWallet Wealth Partners, LLC holds a concentrated book of 69 stocks worth $290.2M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-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.
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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.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.