Sponsored

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

Currently, NerdWallet Wealth Partners, LLC holds 69 types of securities in its portfolio with a total value $290.2M. In the most recent quarter, they have increased their positions in N/A (+13.2K shares, valued at $9.8M), VEA (+96.4K shares, valued at $6.9M), CGCB (+155.8K shares, valued at $4.1M); decreased their positions in N/A (-435 shares, valued at $160.9K), VNQ (-614 shares, valued at $59.2K), GLD (-106 shares, valued at $39.1K); initiated new positions in DFIV (+18.8K shares, valued at $1.0M), SMH (+443 shares, valued at $290.6K), KLAC (+910 shares, valued at $274.6K).

1M P&L

+6.4M+3.70%

3M P&L

+1.7M+0.94%

HY P&L

+5.9M+3.34%

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/A165.0M

92.3%

2Internet Content & Information3.0M

1.7%

3Consumer Electronics2.6M

1.5%

Top Industries by Stock Count

1N/A43 stocks

70.5%

2Semiconductors2 stocks

3.3%

3Internet Content & Information2 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR127.0K shares11.55%2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS607.0K shares18.88%2026-06-302026-07-08

DLN WISDOMTREE TR263.9K shares12.30%2026-06-302026-07-08

CGCB CAPITAL GRP FIXED INCM ETF T658.6K shares31.00%2026-06-302026-07-08

SHV ISHARES TR141.3K shares11.03%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS27.4K shares-1.56%2026-06-302026-07-08

SHY ISHARES TR117.2K shares13.00%2026-06-302026-07-08

VWO VANGUARD INTL EQUITY INDEX F122.1K shares22.66%2026-06-302026-07-08

Sponsored

VOO VANGUARD INDEX FDS8.6K shares4.43%2026-06-302026-07-08

IJH ISHARES TR63.5K shares24.26%2026-06-302026-07-08

HYG ISHARES TR50.4K shares18.04%2026-06-302026-07-08

VBR VANGUARD INDEX FDS14.3K shares-0.85%2026-06-302026-07-08

IJR ISHARES TR22.8K shares41.33%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.4K shares1.57%2026-06-302026-07-08

DFAC DIMENSIONAL ETF TRUST62.6K shares0.00%2026-06-302026-07-08

AAPL APPLE INC9.0K shares4.05%2026-06-302026-07-08

Sponsored

GOOG ALPHABET INC7.0K shares134.16%2026-06-302026-07-08

EEM ISHARES TR31.9K shares0.35%2026-06-302026-07-08

DFAT DIMENSIONAL ETF TRUST23.5K shares0.00%2026-06-302026-07-08

MSFT MICROSOFT CORP4.2K shares0.60%2026-06-302026-07-08

TLT ISHARES TR17.9K shares32.15%2026-06-302026-07-08

XVV ISHARES TR26.9K shares20.30%2026-06-302026-07-08

NVDA NVIDIA CORPORATION7.1K shares22.84%2026-06-302026-07-08

EFA ISHARES TR13.7K shares2.39%2026-06-302026-07-08

Sponsored

AMZN AMAZON COM INC5.7K shares5.94%2026-06-302026-07-08

CGIC CAPITAL GROUP INTERNATIONAL37.1K shares16.74%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC2.2K shares19.61%2026-06-302026-07-08

TLH ISHARES TR12.0K shares35.49%2026-06-302026-07-08

DFIV DIMENSIONAL ETF TRUST18.8K sharesnew addition2026-06-302026-07-08

GLD SPDR GOLD TR2.7K shares-3.72%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.6K shares2.43%2026-06-302026-07-08

PABU ISHARES TR11.1K shares0.00%2026-06-302026-07-08

Sponsored

DFUV DIMENSIONAL ETF TRUST15.2K shares0.00%2026-06-302026-07-08

VNQ VANGUARD INDEX FDS7.3K shares-7.77%2026-06-302026-07-08

QQQ INVESCO QQQ TR930 shares19.08%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares9.97%2026-06-302026-07-08

BWZ SPDR SERIES TRUST23.4K shares15.74%2026-06-302026-07-08

GOOGL ALPHABET INC1.6K shares6.80%2026-06-302026-07-08

PKG PACKAGING CORP AMER2.3K shares0.00%2026-06-302026-07-08

IWF ISHARES TR4.0K shares418.60%2026-06-302026-07-08

Sponsored

DFAX DIMENSIONAL ETF TRUST12.7K shares0.00%2026-06-302026-07-08

ESGU ISHARES TR2.8K shares16.38%2026-06-302026-07-08

ESGD ISHARES TR4.3K shares69.99%2026-06-302026-07-08

BROADCOM INC BROADCOM INC1.1K shares2.62%2026-06-302026-07-08

XLK SELECT SECTOR SPDR TR1.9K shares1.54%2026-06-302026-07-08

CAT CATERPILLAR INC328 shares0.61%2026-06-302026-07-08

TSLA TESLA INC808 shares12.38%2026-06-302026-07-08

VGIT VANGUARD SCOTTSDALE FDS5.7K shares-3.35%2026-06-302026-07-08

Sponsored

IWD ISHARES TR1.4K shares5.96%2026-06-302026-07-08

MUB ISHARES TR3.0K shares2.08%2026-06-302026-07-08

SCHF SCHWAB STRATEGIC TR11.3K shares7.44%2026-06-302026-07-08

SCHB SCHWAB STRATEGIC TR10.3K shares14.74%2026-06-302026-07-08

ISHARES TR ISHARES TR3.1K shares2.79%2026-06-302026-07-08

SMH VANECK ETF TRUST443 sharesnew addition2026-06-302026-07-08

KLAC KLA CORP910 sharesnew addition2026-06-302026-07-08

ITOT ISHARES TR1.6K shares9.21%2026-06-302026-07-08

Sponsored

DE DEERE & CO398 shares0.00%2026-06-302026-07-08

SRE SEMPRA2.6K shares-0.04%2026-06-302026-07-08

VISA INC VISA INC695 shares4.51%2026-06-302026-07-08

IGOV ISHARES TR5.7K sharesnew addition2026-06-302026-07-08

NUDV NUSHARES ETF TR7.1K sharesnew addition2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC393 sharesnew addition2026-06-302026-07-08

IEMG ISHARES INC2.7K sharesnew addition2026-06-302026-07-08

JNJ JOHNSON & JOHNSON890 shares3.13%2026-06-302026-07-08

Sponsored

RELX RELX PLC6.7K shares0.00%2026-06-302026-07-08

UL UNILEVER PLC3.5K sharesnew addition2026-06-302026-07-08

MDY STATE STR SPDR S&P MIDCAP 40293 sharesnew addition2026-06-302026-07-08

ESGV VANGUARD WORLD FD1.6K sharesnew addition2026-06-302026-07-08

MAS MASCO CORP2.5K sharesnew addition2026-06-302026-07-08

ISHARES TR

11.55%

Shares127.0K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

18.88%

Shares607.0K

Event2026-06-30

Filed2026-07-08

DLN

WISDOMTREE TR

12.30%

Shares263.9K

Event2026-06-30

Filed2026-07-08

CGCB

CAPITAL GRP FIXED INCM ETF T

31.00%

Shares658.6K

Event2026-06-30

Filed2026-07-08

SHV

ISHARES TR

11.03%

Shares141.3K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

-1.56%

Shares27.4K

Event2026-06-30

Filed2026-07-08

SHY

ISHARES TR

13.00%

Shares117.2K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY INDEX F

22.66%

Shares122.1K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

4.43%

Shares8.6K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

24.26%

Shares63.5K

Event2026-06-30

Filed2026-07-08

HYG

ISHARES TR

18.04%

Shares50.4K

Event2026-06-30

Filed2026-07-08

VBR

VANGUARD INDEX FDS

-0.85%

Shares14.3K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

41.33%

Shares22.8K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

1.57%

Shares4.4K

Event2026-06-30

Filed2026-07-08

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares62.6K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

4.05%

Shares9.0K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

134.16%

Shares7.0K

Event2026-06-30

Filed2026-07-08

EEM

ISHARES TR

0.35%

Shares31.9K

Event2026-06-30

Filed2026-07-08

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

0.60%

Shares4.2K

Event2026-06-30

Filed2026-07-08

TLT

ISHARES TR

32.15%

Shares17.9K

Event2026-06-30

Filed2026-07-08

XVV

ISHARES TR

20.30%

Shares26.9K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

22.84%

Shares7.1K

Event2026-06-30

Filed2026-07-08

EFA

ISHARES TR

2.39%

Shares13.7K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

5.94%

Shares5.7K

Event2026-06-30

Filed2026-07-08

CGIC

CAPITAL GROUP INTERNATIONAL

16.74%

Shares37.1K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

19.61%

Shares2.2K

Event2026-06-30

Filed2026-07-08

TLH

ISHARES TR

35.49%

Shares12.0K

Event2026-06-30

Filed2026-07-08

DFIV

DIMENSIONAL ETF TRUST

New

Shares18.8K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

-3.72%

Shares2.7K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

2.43%

Shares2.6K

Event2026-06-30

Filed2026-07-08

PABU

ISHARES TR

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-08

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-08

VNQ

VANGUARD INDEX FDS

-7.77%

Shares7.3K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

19.08%

Shares930

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

9.97%

Shares1.3K

Event2026-06-30

Filed2026-07-08

BWZ

SPDR SERIES TRUST

15.74%

Shares23.4K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

6.80%

Shares1.6K

Event2026-06-30

Filed2026-07-08

PKG

PACKAGING CORP AMER

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

418.60%

Shares4.0K

Event2026-06-30

Filed2026-07-08

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-08

ESGU

ISHARES TR

16.38%

Shares2.8K

Event2026-06-30

Filed2026-07-08

ESGD

ISHARES TR

69.99%

Shares4.3K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

2.62%

Shares1.1K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TR

1.54%

Shares1.9K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

0.61%

Shares328

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

12.38%

Shares808

Event2026-06-30

Filed2026-07-08

VGIT

VANGUARD SCOTTSDALE FDS

-3.35%

Shares5.7K

Event2026-06-30

Filed2026-07-08

IWD

ISHARES TR

5.96%

Shares1.4K

Event2026-06-30

Filed2026-07-08

MUB

ISHARES TR

2.08%

Shares3.0K

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB STRATEGIC TR

7.44%

Shares11.3K

Event2026-06-30

Filed2026-07-08

SCHB

SCHWAB STRATEGIC TR

14.74%

Shares10.3K

Event2026-06-30

Filed2026-07-08

ISHARES TR

2.79%

Shares3.1K

Event2026-06-30

Filed2026-07-08

SMH

VANECK ETF TRUST

New

Shares443

Event2026-06-30

Filed2026-07-08

KLAC

KLA CORP

New

Shares910

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR

9.21%

Shares1.6K

Event2026-06-30

Filed2026-07-08

DEERE & CO

0.00%

Shares398

Event2026-06-30

Filed2026-07-08

SRE

SEMPRA

-0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-08

VISA INC

4.51%

Shares695

Event2026-06-30

Filed2026-07-08

IGOV

ISHARES TR

New

Shares5.7K

Event2026-06-30

Filed2026-07-08

NUDV

NUSHARES ETF TR

New

Shares7.1K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

New

Shares393

Event2026-06-30

Filed2026-07-08

IEMG

ISHARES INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

3.13%

Shares890

Event2026-06-30

Filed2026-07-08

RELX

RELX PLC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-08

UNILEVER PLC

New

Shares3.5K

Event2026-06-30

Filed2026-07-08

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares293

Event2026-06-30

Filed2026-07-08

ESGV

VANGUARD WORLD FD

New

Shares1.6K

Event2026-06-30

Filed2026-07-08

MAS

MASCO CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available