Lauren Sterling

Nerdwallet Wealth Partners, Llc

Assets Managed

$290.194M

Holdings

Last Quarter

2026 - Q2

Filed Date

7d ago

Growth Rate

26.62%(2Q avg: 14.68%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Nerdwallet Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Nerdwallet Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 290.194M in assets, with a quarterly growth rate of 26.62% and a 2-quarter average growth rate of 14.68%. The portfolio is managed by Lauren Sterling, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 11.56%	32.78%	$95.115M 127,022 shares@ $748.81 avg price	Increased 11.56%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 18.89%	14.91%	$43.244M 607,015 shares@ $71.25 avg price	Increased 18.89%
DLN Wisdomtree Us Largecap Divid Recent Activity Increased 12.3%	8.76%	$25.419M 263,948 shares@ $96.31 avg price	Increased 12.3%
CGCB Cap Group Core Bond Recent Activity Increased 31%	5.95%	$17.241M 658,570 shares@ $26.19 avg price	Increased 31%
SHV Ishares Short Treasury Bond Recent Activity Increased 11.04%	5.38%	$15.591M 141,289 shares@ $110.35 avg price	Increased 11.04%
VTI Vanguard Total Stock Mkt Etf Recent Activity Decreased -1.56%	3.5%	$10.131M 27,384 shares@ $369.98 avg price	Decreased -1.56%
SHY Ishares 1-3 Year Treasury Bo Recent Activity Increased 13.01%	3.32%	$9.621M 117,175 shares@ $82.12 avg price	Increased 13.01%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 22.67%	2.52%	$7.291M 122,146 shares@ $59.69 avg price	Increased 22.67%
VOO Vanguard S&p 500 Etf Recent Activity Increased 4.44%	2.05%	$5.937M 8,643 shares@ $686.95 avg price	Increased 4.44%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 24.26%	1.69%	$4.896M 63,507 shares@ $77.09 avg price	Increased 24.26%

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