NerdWallet Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$6.6M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$4.97M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.36M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.97M |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$2.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Core Bond ETF
CGCB
|
+$2.21M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$557K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$498K |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$353K |
| 5 |
KLA
KLAC
|
+$275K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.27% |
| 2 | Technology | 2.5% |
| 3 | Communication Services | 1.39% |
| 4 | Consumer Discretionary | 0.71% |
| 5 | Financials | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Masco
MAS
$16.3B
| – | – |
-2,500
| Closed | -$203K | – |
|
77
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
| – | – |
-293
| Closed | -$206K | – |
|
|
78
State Street Technology Select Sector SPDR ETF
XLK
$115B
| – | – |
-1,852
| Closed | -$353K | – |
|
Similar funds
NerdWallet Wealth Partners's Q3 2026 Portfolio in Review
As of Q3 2026, NerdWallet Wealth Partners held 78 positions worth $319M, up 9.8% from $290M the previous quarter. Its ten largest holdings account for 79% of the portfolio.
NerdWallet Wealth Partners deployed $27.3M of net new capital in Q3 2026, opening 9 new positions and adding to 38 existing holdings. Its largest new stake was iShares 1-5 Year Investment Grade Corporate Bond ETF: 95,597 shares worth $4.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, down from 94% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Capital Group Core Bond ETF, an estimated $2.21M trimmed.
- NerdWallet Wealth Partners's largest Q3 2026 buy was iShares 1-5 Year Investment Grade Corporate Bond ETF: 95,597 shares worth $4.9M.
- NerdWallet Wealth Partners added most to iShares Core S&P 500 ETF in Q3 2026, an estimated $6.6M increase.
- NerdWallet Wealth Partners's biggest Q3 2026 reduction was Capital Group Core Bond ETF, cutting an estimated $2.21M.
- NerdWallet Wealth Partners fully exited iShares Russell 1000 Growth ETF in Q3 2026, selling an estimated $498K.
- NerdWallet Wealth Partners's ten largest holdings make up 79% of its $319M portfolio in Q3 2026.
- NerdWallet Wealth Partners opened 9 new positions and closed 5 in Q3 2026.
- NerdWallet Wealth Partners's portfolio value rose 9.8% quarter-over-quarter to $319M.
Based on NerdWallet Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.