NerdWallet Wealth Partners, LLC - Portfolio Stock Holdings
NerdWallet Wealth Partners, LLC disclosed 70 stock positions in a recent SEC 13F filing. $290,220,234 of stock holdings were filed, with the largest holdings including IVV, VEA, and DLN. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $262,843,327 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
70Est. Stock Holding Value:
$290,220,234Top Stock Holdings By Sector
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Portfolio Stock Holdings - NerdWallet Wealth Partners, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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