# EDGAR Filing Document

**Accession Number:** 0002079593
**File Stem:** 0002079593-26-000004
**Filing Date:** 2026-5
**Character Count:** 10335
**Document Hash:** 6ce001aded5f8ff067c449d0949952ae
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002079593-26-000004.hdr.sgml**: 20260505

**ACCESSION NUMBER**: 0002079593-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260505

**DATE AS OF CHANGE**: 20260505

**EFFECTIVENESS DATE**: 20260505

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NerdWallet Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0002079593

**ORGANIZATION NAME:**
- **EIN:** 355008175
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25842
- **FILM NUMBER:** 26944391

**BUSINESS ADDRESS:**
- **STREET 1:** 123 WILLIAM ST.
- **STREET 2:** 21ST FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **BUSINESS PHONE:** 917-723-1273

**MAIL ADDRESS:**
- **STREET 1:** 123 WILLIAM ST.
- **STREET 2:** 21ST FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10038

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** NerdWallet Wealth Partners LLC<br>**Address:** 123 WILLIAM ST.<br>21ST FLOOR<br>NEW YORK, NY 10038

**Form 13F File Number:** 028-25842

**CRD Number (if applicable):** 000337328

**SEC File Number (if applicable):** 801-133943

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lauren Sterling<br>**Title:** Chief of Staff<br>**Phone:** 917-275-7281

**Signature, Place, and Date of Signing:**

/s/Lauren Sterling  New York, NY  05-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 59

**Form 13F Information Table Value Total:** $229201171

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 431282 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 852350 | 2971 | SH |  | SOLE |  | 2971 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1114869 | 5353 | SH |  | SOLE |  | 5353 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2191984 | 8637 | SH |  | SOLE |  | 8637 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 547726 | 1143 | SH |  | SOLE |  | 1143 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 318795 | 1030 | SH |  | SOLE |  | 1030 | 0 | 0 |
| CAPITAL GROUP INTERNATIONAL | SHS | 14021T102 | BBG01N7S4291 | 1053097 | 31806 | SH |  | SOLE |  | 31806 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | BBG01J5S7N48 | 13202084 | 502744 | SH |  | SOLE |  | 502744 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 230958 | 326 | SH |  | SOLE |  | 326 | 0 | 0 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 224193 | 398 | SH |  | SOLE |  | 398 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 2433297 | 62617 | SH |  | SOLE |  | 62617 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | BBG0177CTQC7 | 737367 | 15216 | SH |  | SOLE |  | 15216 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 1465452 | 23466 | SH |  | SOLE |  | 23466 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | BBG012G2PD33 | 430842 | 12683 | SH |  | SOLE |  | 12683 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 450864 | 781 | SH |  | SOLE |  | 781 | 0 | 0 |
| ISHARES INC | MSCI EM ASIA ETF | 464286426 | BBG002MYG936 | 222871 | 2328 | SH |  | SOLE |  | 2328 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 8561820 | 103691 | SH |  | SOLE |  | 103691 | 0 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | BBG001SSD830 | 889182 | 8828 | SH |  | SOLE |  | 8828 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | BBG001S8MLN3 | 1175768 | 13563 | SH |  | SOLE |  | 13563 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 272857 | 3014 | SH |  | SOLE |  | 3014 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 3451636 | 51110 | SH |  | SOLE |  | 51110 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 2006362 | 16140 | SH |  | SOLE |  | 16140 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 210369 | 1477 | SH |  | SOLE |  | 1477 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 74392930 | 113869 | SH |  | SOLE |  | 113869 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | BBG00D7BBRS7 | 240573 | 2516 | SH |  | SOLE |  | 2516 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | BBG00FFPFTS4 | 340272 | 2406 | SH |  | SOLE |  | 2406 | 0 | 0 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 | BBG00XDJC7F6 | 1101802 | 22385 | SH |  | SOLE |  | 22385 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | BBG001ST0ZQ7 | 3393829 | 42656 | SH |  | SOLE |  | 42656 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 1297365 | 13357 | SH |  | SOLE |  | 13357 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 1804874 | 31779 | SH |  | SOLE |  | 31779 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 311086 | 2930 | SH |  | SOLE |  | 2930 | 0 | 0 |
| ISHARES TR | PARIS ALIGNED CL | 46436E411 | BBG014GHW1B5 | 735890 | 11107 | SH |  | SOLE |  | 11107 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 330034 | 774 | SH |  | SOLE |  | 774 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 276275 | 1293 | SH |  | SOLE |  | 1293 | 0 | 0 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | BBG001SSD803 | 14046888 | 127248 | SH |  | SOLE |  | 127248 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 211064 | 863 | SH |  | SOLE |  | 863 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 751452 | 2555 | SH |  | SOLE |  | 2555 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 1029834 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1550924 | 4190 | SH |  | SOLE |  | 4190 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1010299 | 5793 | SH |  | SOLE |  | 5793 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 | BBG001S5V741 | 494473 | 2330 | SH |  | SOLE |  | 2330 | 0 | 0 |
| RELX PLC | SPONSORED ADR | 759530108 | BBG001S898V8 | 220646 | 6656 | SH |  | SOLE |  | 6656 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 259888 | 10501 | SH |  | SOLE |  | 10501 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 226336 | 9017 | SH |  | SOLE |  | 9017 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 242410 | 1824 | SH |  | SOLE |  | 1824 | 0 | 0 |
| SEMPRA | COM | 816851109 | BBG001SBVZ73 | 256432 | 2639 | SH |  | SOLE |  | 2639 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 1227109 | 2852 | SH |  | SOLE |  | 2852 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG SHORT | 78464A334 | BBG001T2HDZ6 | 544753 | 20236 | SH |  | SOLE |  | 20236 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG001S72SM3 | 2809419 | 4320 | SH |  | SOLE |  | 4320 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 267288 | 719 | SH |  | SOLE |  | 719 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 700881 | 7901 | SH |  | SOLE |  | 7901 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 4945378 | 8276 | SH |  | SOLE |  | 8276 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 3125580 | 14385 | SH |  | SOLE |  | 14385 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 8926868 | 27819 | SH |  | SOLE |  | 27819 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 5382371 | 99577 | SH |  | SOLE |  | 99577 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 352119 | 5913 | SH |  | SOLE |  | 5913 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 32719849 | 510600 | SH |  | SOLE |  | 510600 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 200990 | 665 | SH |  | SOLE |  | 665 | 0 | 0 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | BBG001SHL7K8 | 20996965 | 235046 | SH |  | SOLE |  | 235046 | 0 | 0 |

---