NerdWallet Wealth Partners, LLC: 13F holdings
CIK 20795932026Q2
| Positions | 69 |
|---|
| Reported value | $290.2m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 69 (+10 vs prior quarter) |
|---|
| Reported value | $290.2m (+26.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 127,022 | $95.1m | 32.8% |
| VEA VANGUARD TAX-MANAGED FDS | 607,015 | $43.2m | 14.9% |
| CCEP WISDOMTREE TR | 263,948 | $25.4m | 8.8% |
| CGCB CAPITAL GRP FIXED INCM ETF T | 658,570 | $17.2m | 5.9% |
| SHV ISHARES TR | 141,289 | $15.6m | 5.4% |
| VTI VANGUARD INDEX FDS | 27,384 | $10.1m | 3.5% |
| SHY ISHARES TR | 117,175 | $9.6m | 3.3% |
| VWO VANGUARD INTL EQUITY INDEX F | 122,146 | $7.3m | 2.5% |
| VOO VANGUARD INDEX FDS | 8,643 | $5.9m | 2.0% |
| IJH ISHARES TR | 63,507 | $4.9m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2079593")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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