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Disclosed positions
NerdWallet Wealth Partners, LLC: source evidence dated 2026-07-09T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $95,115,032
- Reported amount
- 127,022
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002079593-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVV | CORE S&P500 ETF | $95,115,032 | 127,022 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $43,244,157 | 607,015 | SH | None |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $25,419,101 | 263,948 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $17,241,374 | 658,570 | SH | None |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $15,591,183 | 141,289 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $10,131,353 | 27,384 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $9,621,472 | 117,175 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $7,290,531 | 122,146 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,937,253 | 8,643 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $4,895,593 | 63,507 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $4,026,731 | 50,352 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $3,462,718 | 14,263 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $3,382,489 | 22,810 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $3,276,939 | 4,388 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $2,777,690 | 62,617 | SH | None |
| APPLE INC | AAPL | COM | $2,600,551 | 8,987 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,457,944 | 6,957 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $2,180,496 | 31,891 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $1,640,273 | 23,466 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,572,325 | 4,215 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $1,548,991 | 17,924 | SH | None |
| ISHARES TR | XVV | ESG SELECT SCRE | $1,529,312 | 26,929 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,424,011 | 7,116 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $1,420,663 | 13,676 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,351,626 | 5,671 | SH | None |
| CAPITAL GROUP INTERNATIONAL | CGIC | SHS | $1,351,161 | 37,130 | SH | None |
| META PLATFORMS INC | META | CL A | $1,212,726 | 2,153 | SH | None |
| ISHARES TR | TLH | 10-20 YR TRS ETF | $1,200,362 | 11,961 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $1,014,658 | 18,783 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,012,051 | 2,746 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $856,482 | 2,617 | SH | None |
| ISHARES TR | PABU | PARI ALI CLI ETF | $846,231 | 11,107 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $837,032 | 15,216 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $702,392 | 7,287 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $684,963 | 930 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $628,990 | 1,257 | SH | None |
| SPDR SERIES TRUST | BWZ | SST SPDR BLOOMBE | $626,512 | 23,421 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $572,439 | 1,602 | SH | None |
| PACKAGING CORP AMER | PKG | COM | $555,192 | 2,330 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $498,418 | 4,014 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $467,242 | 12,683 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $458,294 | 2,800 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $439,711 | 4,277 | SH | None |
| BROADCOM INC | AVGO | COM | $399,315 | 1,057 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $352,870 | 1,852 | SH | None |
| CATERPILLAR INC | CAT | COM | $349,287 | 328 | SH | None |
| TESLA INC | TSLA | COM | $339,845 | 808 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $337,071 | 5,715 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $332,129 | 1,370 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $321,890 | 2,991 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.