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NerdWallet Wealth Partners, LLC
ETF
Concentrated long-term
CIK: 0002079593 | NEW YORK, NY
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
69
$290.2M
2026-07-08
SEC ↗
Q1 2026
13F-HR
59
$229.2M
2026-05-05
SEC ↗
Q4 2025
13F-HR
61
$223.1M
2026-01-13
SEC ↗
Q3 2025
13F-HR
61
$204.0M
2025-11-13
SEC ↗