NerdWallet Wealth Partners, LLC ETF holdings
New York, NY
Reported $273.8M in 47 ETFs in its Form 13F for June 30, 2026.
ETF value
$273.8M
ETFs held
47
Change from prior quarter
+26.0%
With price moves
ETFs as a share of its 13F
94.3%
of $290.2M
Top 10 of 47 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $95.1M | 127,022 | +13,153 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $43.2M | 607,015 | +96,415 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $25.4M | 263,948 | +28,902 shares |
| CGCB | Capital Group Core Bond ETF | $17.2M | 658,570 | +155,826 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $15.6M | 141,289 | +14,041 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $10.1M | 27,384 | −435 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $9.6M | 117,175 | +13,484 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $7.3M | 122,146 | +22,569 shares |
| VOO | Vanguard S&P 500 ETF | $5.9M | 8,643 | +367 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $4.9M | 63,507 | +12,397 shares |
37 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002079593. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does NerdWallet Wealth Partners, LLC own?
NerdWallet Wealth Partners, LLC reported 47 ETF positions worth $273.8M in its Form 13F for June 30, 2026. The largest was IVV, at $95.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.