2026 Q2 Portfolio Activity
In 2026 Q2, NerdWallet Wealth Partners, LLC maintained a portfolio of 70 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 0.35% of the total fund value. They heavily accumulated shares in VANGUARD TAX-MANAGED FDS, increasing the position by 18.9%.
Position History
hover any row below to update
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Total Positions
70
Quarter
2026 Q2
Top Holding
IVV (32.8%)
Top 10 Concentration
80.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 70
NerdWallet Wealth Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 32.78% | 32.46% |
#1
Prev: #1
|
8.0 |
—
|
13,153 | 11.6% |
P
S
|
127,022 | $95,115,032 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 14.90% | 14.28% |
#2
Prev: #2
|
7.5 |
—
|
96,415 | 18.9% |
P
S
|
607,015 | $43,244,157 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
DLN
WISDOMTREE TR
|
Unknown | 8.76% | 9.16% |
#3
Prev: #3
|
6.5 |
—
|
28,902 | 12.3% |
P
S
|
263,948 | $25,419,101 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
CGCB
CAPITAL GRP FIX...
|
Bond/Debt | 5.94% | 5.76% |
#4
1
Prev: #5
|
5.4 |
—
|
155,826 | 31.0% |
P
S
|
658,570 | $17,241,374 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
SHV
ISHARES TR
|
ETF | 5.37% | 6.13% |
#5
1
Prev: #4
|
4.6 |
—
|
14,041 | 11.0% |
P
S
|
141,289 | $15,591,183 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 3.49% | 3.89% |
#6
Prev: #6
|
1.9 |
—
|
-435 | -1.6% |
P
S
|
27,384 | $10,131,353 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
SHY
ISHARES TR
|
ETF | 3.32% | 3.74% |
#7
Prev: #7
|
3.3 |
—
|
13,484 | 13.0% |
P
S
|
117,175 | $9,621,472 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.51% | 2.35% |
#8
Prev: #8
|
3.5 |
—
|
22,569 | 22.7% |
P
S
|
122,146 | $7,290,531 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.05% | 2.16% |
#9
Prev: #9
|
1.3 |
—
|
367 | 4.4% |
P
S
|
8,643 | $5,937,253 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
IJH
ISHARES TR
|
ETF | 1.69% | 1.51% |
#10
Prev: #10
|
3.2 |
—
|
12,397 | 24.3% |
P
S
|
63,507 | $4,895,593 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
HYG
ISHARES TR
|
ETF | 1.39% | 1.48% |
#11
Prev: #11
|
2.6 |
—
|
7,696 | 18.0% |
P
S
|
50,352 | $4,026,731 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.19% | 1.36% |
#12
Prev: #12
|
1.0 |
—
|
-122 | -0.8% |
P
S
|
14,263 | $3,462,718 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
IJR
ISHARES TR
|
ETF | 1.17% | 0.88% |
#13
3
Prev: #16
|
3.0 |
—
|
6,670 | 41.3% |
P
S
|
22,810 | $3,382,489 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.13% | 1.23% |
#14
1
Prev: #13
|
1.0 |
—
|
68 | 1.6% |
P
S
|
4,388 | $3,276,939 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.96% | 1.06% |
#15
1
Prev: #14
|
1.4 |
—
|
no change | no change |
P
S
|
62,617 | $2,777,690 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
AAPL
APPLE INC
|
Technology | 0.90% | 0.96% |
#16
1
Prev: #15
|
0.9 |
—
|
350 | 4.1% |
P
S
|
8,987 | $2,600,551 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.85% | 0.37% |
#17
12
Prev: #29
|
3.3 |
—
|
3,986 | 134.2% |
P
S
|
6,957 | $2,457,944 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
EEM
ISHARES TR
|
ETF | 0.75% | 0.79% |
#18
1
Prev: #17
|
0.8 |
—
|
112 | 0.4% |
P
S
|
31,891 | $2,180,496 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.57% | 0.64% |
#19
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
23,466 | $1,640,273 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.54% | 0.68% |
#20
2
Prev: #18
|
0.7 |
—
|
25 | 0.6% |
P
S
|
4,215 | $1,572,325 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
TLT
ISHARES TR
|
ETF | 0.53% | 0.51% |
#21
1
Prev: #22
|
2.7 |
—
|
4,361 | 32.2% |
P
S
|
17,924 | $1,548,991 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
XVV
ISHARES TR
|
ETF | 0.53% | 0.48% |
#22
2
Prev: #24
|
2.7 |
—
|
4,544 | 20.3% |
P
S
|
26,929 | $1,529,312 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.49% | 0.44% |
#23
4
Prev: #27
|
2.7 |
—
|
1,323 | 22.8% |
P
S
|
7,116 | $1,424,011 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
EFA
ISHARES TR
|
ETF | 0.49% | 0.57% |
#24
4
Prev: #20
|
0.7 |
—
|
319 | 2.4% |
P
S
|
13,676 | $1,420,663 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.47% | 0.49% |
#25
2
Prev: #23
|
2.2 |
—
|
318 | 5.9% |
P
S
|
5,671 | $1,351,626 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
CGIC
CAPITAL GROUP I...
|
Unknown | 0.47% | 0.46% |
#26
1
Prev: #25
|
2.2 |
—
|
5,324 | 16.7% |
P
S
|
37,130 | $1,351,161 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.42% | 0.45% |
#27
1
Prev: #26
|
2.2 |
—
|
353 | 19.6% |
P
S
|
2,153 | $1,212,726 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
TLH
ISHARES TR
|
ETF | 0.41% | 0.39% |
#28
Prev: #28
|
2.7 |
—
|
3,133 | 35.5% |
P
S
|
11,961 | $1,200,362 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.35% | — |
#29
Prev: #—
|
3.6 |
—
|
18,783 | — |
NEW
|
18,783 | $1,014,658 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.35% | 0.54% |
#30
9
Prev: #21
|
0.6 |
—
|
-106 | -3.7% |
P
S
|
2,746 | $1,012,051 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.30% | 0.33% |
#31
1
Prev: #30
|
0.6 |
—
|
62 | 2.4% |
P
S
|
2,617 | $856,482 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
PABU
ISHARES TR
|
ETF | 0.29% | 0.32% |
#32
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
11,107 | $846,231 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.29% | 0.32% |
#33
2
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
15,216 | $837,032 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.24% | 0.31% |
#34
1
Prev: #33
|
0.6 |
—
|
-614 | -7.8% |
P
S
|
7,287 | $702,392 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.24% | 0.20% |
#35
2
Prev: #37
|
2.1 |
—
|
149 | 19.1% |
P
S
|
930 | $684,963 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.22% | 0.24% |
#36
2
Prev: #34
|
2.1 |
—
|
114 | 10.0% |
P
S
|
1,257 | $628,990 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
BWZ
SPDR SERIES TRU...
|
ETF | 0.22% | 0.24% |
#37
2
Prev: #35
|
2.1 |
—
|
3,185 | 15.7% |
P
S
|
23,421 | $626,512 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.20% | 0.19% |
#38
Prev: #38
|
2.1 |
—
|
102 | 6.8% |
P
S
|
1,602 | $572,439 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
PKG
PACKAGING CORP ...
|
Consumer Cyclical | 0.19% | 0.22% |
#39
3
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
2,330 | $555,192 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
IWF
ISHARES TR
|
ETF | 0.17% | 0.14% |
#40
2
Prev: #42
|
3.1 |
—
|
3,240 | 418.6% |
P
S
|
4,014 | $498,418 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.16% | 0.19% |
#41
2
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
12,683 | $467,242 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ESGU
ISHARES TR
|
ETF | 0.16% | 0.15% |
#42
1
Prev: #41
|
2.1 |
—
|
394 | 16.4% |
P
S
|
2,800 | $458,294 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ESGD
ISHARES TR
|
ETF | 0.15% | 0.10% |
#43
8
Prev: #51
|
3.1 |
—
|
1,761 | 70.0% |
P
S
|
4,277 | $439,711 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.14% | 0.14% |
#44
1
Prev: #43
|
0.6 |
—
|
27 | 2.6% |
P
S
|
1,057 | $399,315 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.12% | 0.11% |
#45
5
Prev: #50
|
0.5 |
—
|
28 | 1.5% |
P
S
|
1,852 | $352,870 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.12% | 0.10% |
#46
6
Prev: #52
|
0.5 |
—
|
2 | 0.6% |
P
S
|
328 | $349,287 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.12% | 0.12% |
#47
Prev: #47
|
2.0 |
—
|
89 | 12.4% |
P
S
|
808 | $339,845 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.12% | 0.15% |
#48
8
Prev: #40
|
0.5 |
—
|
-198 | -3.3% |
P
S
|
5,715 | $337,071 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
IWD
ISHARES TR
|
ETF | 0.11% | 0.12% |
#49
4
Prev: #45
|
2.0 |
—
|
77 | 6.0% |
P
S
|
1,370 | $332,129 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
MUB
ISHARES TR
|
ETF | 0.11% | 0.14% |
#50
6
Prev: #44
|
0.5 |
—
|
61 | 2.1% |
P
S
|
2,991 | $321,890 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 |
Showing 1-50 of 70 holdings