NerdWallet Wealth Partners, LLC reported 23 positions worth $17.42M for the quarter ended Jun 30, 2026, up 32.6% on the prior quarter. It opened 4 new positions, added to 14, trimmed 2 and exited 0. Its largest holding is Apple Inc. at 14.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | +3,986 | +134.2% | $1.41M | 14.11% |
| KLAC Kla Corp | +910 | – | $274.56K | 1.58% |
| NVDA Nvidia Corp | +1,323 | +22.8% | $264.75K | 8.17% |
| AMD Advanced Micro Devices Inc | +393 | – | $228.30K | 1.31% |
| UL Unilever Plc | +3,466 | – | $208.38K | 1.2% |
| MAS Masco Corp | +2,500 | – | $203.43K | 1.17% |
| META Meta Platforms, Inc. | +353 | +19.6% | $198.84K | 6.96% |
| AAPL Apple Inc. | +350 | +4.1% | $101.28K | 14.93% |
| AMZN Amazon Com Inc | +318 | +5.9% | $75.79K | 7.76% |
| BRK-B Berkshire Hathaway Inc | +114 | +10.0% | $57.04K | 3.61% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 8,987 | $2.60M | 14.93% | +350 | +4.1% | Added | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 6,957 | $2.46M | 14.11% | +3,986 | +134.2% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 4,215 | $1.57M | 9.03% | +25 | +0.6% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 7,116 | $1.42M | 8.17% | +1,323 | +22.8% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 5,671 | $1.35M | 7.76% | +318 | +5.9% | Added | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 2,153 | $1.21M | 6.96% | +353 | +19.6% | Added | 0% |
| 7 | GLD Spdr Gold Trust | Financial Services | 2,746 | $1.01M | 5.81% | -106 | -3.7% | Reduced | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 2,617 | $856.48K | 4.92% | +62 | +2.4% | Added | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,257 | $628.99K | 3.61% | +114 | +10.0% | Added | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 1,602 | $572.44K | 3.29% | +102 | +6.8% | Added | 0% |
| 11 | PKG Packaging Corp Of America | Basic Materials | 2,330 | $555.19K | 3.19% | 0 | 0.0% | Unchanged | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 1,057 | $399.32K | 2.29% | +27 | +2.6% | Added | 0% |
| 13 | CAT Caterpillar Inc | Industrials | 328 | $349.29K | 2.01% | +2 | +0.6% | Added | 0% |
| 14 | TSLA Tesla, Inc. | Consumer Discretionary | 808 | $339.85K | 1.95% | +89 | +12.4% | Added | 0% |
| 15 | KLAC Kla Corp | Technology | 910 | $274.56K | 1.58% | +910 | – | New | 0% |
Tip. Select a row to see that position’s full history at NerdWallet Wealth Partners.
As of its Q2 2026 13F filing, NerdWallet Wealth Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 14.9%, Alphabet Inc. (GOOG) at 14.1%, Microsoft Corp (MSFT) at 9.0%, Nvidia Corp (NVDA) at 8.2%, Amazon Com Inc (AMZN) at 7.8% of the reported portfolio.
NerdWallet Wealth Partners, LLC reported a 13F portfolio worth $17.42M across 23 positions for Q2 2026. That is up 32.6% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($1.41M), Kla Corp ($274.56K), Nvidia Corp ($264.75K). It opened 4 new positions.
Its largest sales by value were Spdr Gold Trust ($39.07K), Sempra ($92.71). It exited 0 positions entirely.
From the Form 13F-HR reports NerdWallet Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.