NerdWallet Wealth Partners, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 290,194
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 69 | 290,194 | 13F-HR | NerdWallet Wealth Partners, LLC |
| Q1 2026 | 5/5/2026 | 59 | 229,201 | 13F-HR | NerdWallet Wealth Partners, LLC |
| Q4 2025 | 1/13/2026 | 61 | 223,096 | 13F-HR | NerdWallet Wealth Partners, LLC |
| Q3 2025 | 11/13/2025 | 61 | 203,983 | 13F-HR | NerdWallet Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.18 K | 14.9% | 9.223 K | 0 | 9.223 K |
| ETFs | 229.8 K | 79.2% | 47.73 K | 0 | 47.73 K |
| Debt | 17.24 K | 5.9% | 4.039 K | 0 | 4.039 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
290,194
Holdings
69
QoQ value change ($000)
60,993
(26.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.