NerdWallet Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$229,201
Net value change ($000)
+6,105 (2.7%)
New positions
12
Sold out positions
14
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 8,271 33.8%
SPY 2,809 NEW
IJH 2,131 161.3%
EEM 1,805 NEW
DLN 1,452 7.4%
TLT 1,176 NEW
XVV 1,102 NEW
VWO 1,025 23.5%
IJR 744 59.0%
BWZ 545 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -3,954 -30.7%
SPYX -2,795 -100.0%
EEMV -1,746 -100.0%
GCC -1,434 -100.0%
GBDC -1,302 -100.0%
TLTW -1,143 -100.0%
SHV -956 -6.4%
DFIV -937 -100.0%
VNQ -784 -52.8%
USFR -725 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type