NerdWallet Wealth Partners, LLC
NerdWallet Wealth Partners, LLC reported 69 holdings worth US$290M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
NerdWallet Wealth Partners, LLC reported 69 holdings worth US$290M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$290M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 8,480 | US$3.03M | 1.0% |
| Apple Inc | 8,987 | US$2.6M | 0.90% |
| Microsoft Corp. | 4,215 | US$1.57M | 0.54% |
| Nvidia Corporation | 7,116 | US$1.42M | 0.49% |
| Amazon.com, Inc. | 5,671 | US$1.35M | 0.47% |
| Meta Platforms, Inc. | 2,153 | US$1.21M | 0.42% |
| Jp Morgan Chase & Co. | 2,617 | US$856K | 0.30% |
| Berkshire Hathaway Inc. | 1,257 | US$629K | 0.22% |
| Packaging Corporation Of America | 2,330 | US$555K | 0.19% |
| Broadcom Inc. | 1,057 | US$399K | 0.14% |
| Caterpillar, Inc. | 328 | US$349K | 0.12% |
| Tesla, Inc. | 808 | US$340K | 0.12% |
| Kla Corporation | 910 | US$275K | 0.09% |
| Deere & Company | 398 | US$252K | 0.09% |
| Dba Sempra | 2,638 | US$245K | 0.08% |
| Visa Inc. | 695 | US$239K | 0.08% |
| Advanced Micro Devices Inc | 393 | US$228K | 0.08% |
| Johnson & Johnson | 890 | US$226K | 0.08% |
| Relx Plc | 6,656 | US$211K | 0.07% |
| Unilever Plc | 3,466 | US$208K | 0.07% |
| Masco Corporation | 2,500 | US$203K | 0.07% |