NerdWallet Wealth Partners, LLC
Long book
$229.2M
Q1 2026
Positions
59
Top-10 weight
81%
concentration
Last quarter
+10.8%
SPY +14.8%
Turnover
36%
of book per quarter
Strategy in plain words
auto-generated from filingsNerdWallet Wealth Partners, LLC is a wealth-management firm allocating client money, running a $229.2M US long book across 59 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD FTSE DEVELOPED ETF, WISDOMTREE US LARGECAP DIVID, ISHARES 0-1 YEAR TREASURY BO, CAP GROUP CORE BOND.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2025
+2.5%
Q4 2025
-1.8%
Q1 2026
+10.8%
Sector allocation
Technology 63%
Financials 11%
Consumer discretionary 10%
Industrials 6%
Other 4%
Utilities 2%
Healthcare 2%
Services media 2%
Long book by quarter
What does NerdWallet Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 8.6K | $2.2M | 1.0% | -9.5% |
| MSFT MICROSOFT CORP | Technology | 4.2K | $1.6M | 0.7% | -8.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.4K | $1.1M | 0.5% | +7.2% |
| META META PLATFORMS INC-CLASS A | Technology | 1.8K | $1.0M | 0.4% | +2.2% |
| NVDA NVIDIA CORP | Technology | 5.8K | $1.0M | 0.4% | -5.0% |
| GOOG ALPHABET INC-CL C | Technology | 3.0K | $852K | 0.4% | -40.6% |
| JPM JPMORGAN CHASE & CO | Financials | 2.6K | $751K | 0.3% | +64.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.1K | $548K | 0.2% | -1.1% |
| PKG PACKAGING CORP OF AMERICA | Other | 2.3K | $494K | 0.2% | -0.4% |
| GOOGL ALPHABET INC-CL A | Technology | 1.5K | $431K | 0.2% | -9.7% |
| AVGO BROADCOM INC | Technology | 1.0K | $319K | 0.1% | +7.3% |
| TSLA TESLA INC | Industrials | 719 | $267K | 0.1% | -9.1% |
| SRE SEMPRA | Utilities | 2.6K | $256K | 0.1% | -3.4% |
| CAT CATERPILLAR INC | Industrials | 326 | $231K | 0.1% | New |
| DE DEERE & CO | Industrials | 398 | $224K | 0.1% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 863 | $211K | 0.1% | New |
| V VISA INC-CLASS A SHARES | Services media | 665 | $201K | 0.1% | Held |