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The Analysis of NerdWallet Wealth Partners, LLC's Holdings & P&L

Currently, NerdWallet Wealth Partners, LLC holds 59 types of securities in its portfolio with a total value $229.2M. In the most recent quarter, they have increased their positions in VEA (+118.4K shares, valued at $7.6M), CGCB (+155.6K shares, valued at $4.1M), IVV (+4.9K shares, valued at $3.2M); decreased their positions in VTI (-10.6K shares, valued at $3.4M), SHV (-8.9K shares, valued at $988.0K), VNQ (-8.9K shares, valued at $787.5K); initiated new positions in SPY (+4.3K shares, valued at $2.8M), EEM (+31.8K shares, valued at $1.8M), TLT (+13.6K shares, valued at $1.2M).

1M P&L

+6.8M+2.88%

3M P&L

+8.6M+3.66%

HY P&L

+20.5M+9.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A211.9M

95.6%

2Consumer Electronics2.2M

1.0%

3Software - Infrastructure1.6M

0.7%

Top Industries by Stock Count

1N/A39 stocks

73.6%

2Farm & Heavy Construction Machinery2 stocks

3.8%

3Internet Retail1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR113.9K shares4.46%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS510.6K shares30.20%2026-03-312026-05-05

DLN WISDOMTREE TR235.0K shares5.76%2026-03-312026-05-05

SHV ISHARES TR127.2K shares-6.57%2026-03-312026-05-05

CGCB CAPITAL GRP FIXED INCM ETF T502.7K shares44.83%2026-03-312026-05-05

VTI VANGUARD INDEX FDS27.8K shares-27.59%2026-03-312026-05-05

SHY ISHARES TR103.7K shares-7.12%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F99.6K shares22.63%2026-03-312026-05-05

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VANGUARD INDEX FDS VANGUARD INDEX FDS8.3K shares-4.61%2026-03-312026-05-05

IJH ISHARES TR51.1K shares155.27%2026-03-312026-05-05

HYG ISHARES TR42.7K shares16.13%2026-03-312026-05-05

VBR VANGUARD INDEX FDS14.4K shares-9.34%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T4.3K sharesnew addition2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST62.6K shares0.00%2026-03-312026-05-05

AAPL APPLE INC8.6K shares-9.46%2026-03-312026-05-05

IJR ISHARES TR16.1K shares53.57%2026-03-312026-05-05

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EEM ISHARES TR31.8K sharesnew addition2026-03-312026-05-05

MSFT MICROSOFT CORP4.2K shares-8.60%2026-03-312026-05-05

DFAT DIMENSIONAL ETF TRUST23.5K shares0.00%2026-03-312026-05-05

EFA ISHARES TR13.4K shares-1.32%2026-03-312026-05-05

GLD SPDR GOLD TR2.9K shares-1.08%2026-03-312026-05-05

TLT ISHARES TR13.6K sharesnew addition2026-03-312026-05-05

AMZN AMAZON COM INC5.4K shares7.17%2026-03-312026-05-05

XVV ISHARES TR22.4K sharesnew addition2026-03-312026-05-05

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CGIC CAPITAL GROUP INTERNATIONAL31.8K shares4.95%2026-03-312026-05-05

META META PLATFORMS INC1.8K shares2.16%2026-03-312026-05-05

NVDA NVIDIA CORPORATION5.8K shares-5.02%2026-03-312026-05-05

TLH ISHARES TR8.8K shares142.06%2026-03-312026-05-05

ALPHABET INC ALPHABET INC3.0K shares-40.58%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO2.6K shares64.52%2026-03-312026-05-05

DFUV DIMENSIONAL ETF TRUST15.2K shares0.00%2026-03-312026-05-05

PABU ISHARES TR11.1K shares-0.56%2026-03-312026-05-05

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VNQ VANGUARD INDEX FDS7.9K shares-52.91%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-1.12%2026-03-312026-05-05

BWZ SPDR SERIES TRUST20.2K sharesnew addition2026-03-312026-05-05

PKG PACKAGING CORP AMER2.3K shares-0.43%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR781 shares29.52%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.5K shares-9.75%2026-03-312026-05-05

DFAX DIMENSIONAL ETF TRUST12.7K shares0.00%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS5.9K shares-44.14%2026-03-312026-05-05

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ESGU ISHARES TR2.4K shares-8.83%2026-03-312026-05-05

IWF ISHARES TR774 shares0.00%2026-03-312026-05-05

BROADCOM INC BROADCOM INC1.0K shares7.29%2026-03-312026-05-05

MUB ISHARES TR2.9K sharesnew addition2026-03-312026-05-05

IWD ISHARES TR1.3K shares0.00%2026-03-312026-05-05

IEFA ISHARES TR3.0K shares-0.10%2026-03-312026-05-05

TSLA TESLA INC719 shares-9.10%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR10.5K sharesnew addition2026-03-312026-05-05

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SRE SEMPRA2.6K shares-3.37%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR1.8K sharesnew addition2026-03-312026-05-05

ESGD ISHARES TR2.5K sharesnew addition2026-03-312026-05-05

CAT CATERPILLAR INC326 sharesnew addition2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR9.0K shares4.46%2026-03-312026-05-05

DE DEERE & CO398 sharesnew addition2026-03-312026-05-05

EEMA ISHARES INC2.3K shares0.00%2026-03-312026-05-05

RELX RELX PLC6.7K shares0.00%2026-03-312026-05-05

Sponsored

JNJ JOHNSON & JOHNSON863 sharesnew addition2026-03-312026-05-05

ITOT ISHARES TR1.5K shares-1.60%2026-03-312026-05-05

V VISA INC665 shares0.00%2026-03-312026-05-05

IVV

ISHARES TR

4.46%

Shares113.9K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

30.20%

Shares510.6K

Event2026-03-31

Filed2026-05-05

DLN

WISDOMTREE TR

5.76%

Shares235.0K

Event2026-03-31

Filed2026-05-05

SHV

ISHARES TR

-6.57%

Shares127.2K

Event2026-03-31

Filed2026-05-05

CGCB

CAPITAL GRP FIXED INCM ETF T

44.83%

Shares502.7K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-27.59%

Shares27.8K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

-7.12%

Shares103.7K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

22.63%

Shares99.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-4.61%

Shares8.3K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

155.27%

Shares51.1K

Event2026-03-31

Filed2026-05-05

HYG

ISHARES TR

16.13%

Shares42.7K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

-9.34%

Shares14.4K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares4.3K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares62.6K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-9.46%

Shares8.6K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

53.57%

Shares16.1K

Event2026-03-31

Filed2026-05-05

EEM

ISHARES TR

New

Shares31.8K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-8.60%

Shares4.2K

Event2026-03-31

Filed2026-05-05

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares23.5K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

-1.32%

Shares13.4K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-1.08%

Shares2.9K

Event2026-03-31

Filed2026-05-05

TLT

ISHARES TR

New

Shares13.6K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

7.17%

Shares5.4K

Event2026-03-31

Filed2026-05-05

XVV

ISHARES TR

New

Shares22.4K

Event2026-03-31

Filed2026-05-05

CGIC

CAPITAL GROUP INTERNATIONAL

4.95%

Shares31.8K

Event2026-03-31

Filed2026-05-05