Holdings
NerdWallet Wealth Partners, LLC
As of Jun 30, 2026, NerdWallet Wealth Partners, LLC reported 21 positions worth US$16.4M. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 8,480 | US$3.03M | +4,017 | Jun 30, 2026 |
| Apple Inc | 8,987 | US$2.6M | +350 | Jun 30, 2026 |
| Microsoft Corp. | 4,215 | US$1.57M | +25 | Jun 30, 2026 |
| Nvidia Corporation | 7,116 | US$1.42M | +1,323 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,671 | US$1.35M | +318 | Jun 30, 2026 |
| Meta Platforms, Inc. | 2,153 | US$1.21M | +353 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,617 | US$856K | +62 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,257 | US$629K | +114 | Jun 30, 2026 |
| Packaging Corporation Of America | 2,330 | US$555K | no change | Jun 30, 2026 |
| Broadcom Inc. | 1,057 | US$399K | +27 | Jun 30, 2026 |