NerdWallet Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$290,194
Net value change ($000)
+60,993 (26.6%)
New positions
11
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 20,722 27.9%
VEA 10,524 32.2%
DLN 4,422 21.1%
VWO 1,909 35.5%
GOOGL 1,606 188.5%
SHV 1,544 11.0%
IJH 1,444 41.8%
IJR 1,376 68.6%
VTI 1,204 13.5%
SHY 1,059 12.4%
Top Reduces (Value $000, Stocks/ETFs)
EEMA -223 -100.0%
GLD -215 -17.5%
VGIT -15 -4.3%
SRE -11 -4.3%
RELX -10 -4.5%
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