NerdWallet Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$318,680
Net value change ($000)
+28,486 (9.8%)
New positions
9
Sold out positions
5
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 8,772 9.2%
IGSB 4,897 NEW
VEA 3,900 9.0%
VWO 3,896 53.4%
DLN 2,391 9.4%
SHV 1,825 11.7%
IJR 861 25.5%
SHY 705 7.3%
AAPL 677 26.0%
MSFT 566 36.0%
Top Reduces (Value $000, Stocks/ETFs)
IWF -498 -100.0%
VTI -442 -4.4%
XLK -353 -100.0%
KLAC -275 -100.0%
VBR -212 -6.1%
MDY -206 -100.0%
MAS -203 -100.0%
VNQ -120 -17.1%
GOOG -86 -3.5%
CAT -81 -23.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type