NerdWallet Wealth Partners, LLC
CIK: 0002079593Latest portfolio: $223.1M · Q4 2025
Holdings
61
Total Value
$223.1M
New Positions
3
Closed Positions
3
Top Holdings
View All 61 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 109,007 | $74.6M | 33.42% | +10K | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 392,153 | $24.4M | 10.96% | +45K | |
| 3 | DLNWISDOMTREE TR | 222,243 | $19.5M | 8.76% | +20K | |
| 4 | SHVISHARES TR | 136,198 | $15.0M | 6.72% | +54 | |
| 5 | VTIVANGUARD INDEX FDS | 38,420 | $12.9M | 5.77% | -119 | |
| 6 | SHYISHARES TR | 111,643 | $9.2M | 4.14% | +1K | |
| 7 | CGCBCAPITAL GRP FIXED INCM ETF T | 347,118 | $9.2M | 4.13% | +60K | |
| 8 | VOOVANGUARD INDEX FDS | 8,676 | $5.4M | 2.43% | +30 | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 81,200 | $4.4M | 1.95% | +11K | |
| 10 | VBRVANGUARD INDEX FDS | 15,867 | $3.4M | 1.50% | +69 | |
| 11 | HYGISHARES TR | 36,731 | $3.0M | 1.33% | +4K | |
| 12 | SPYXSPDR SERIES TRUST | 4,099 | $2.8M | 1.25% | -158 | |
| 13 | AAPLAPPLE INC | 9,539 | $2.6M | 1.16% | NEW | |
| 14 | DFACDIMENSIONAL ETF TRUST | 62,617 | $2.5M | 1.11% | — | |
| 15 | MSFTMICROSOFT CORP | 4,584 | $2.2M | 0.99% | -17 | |
| 16 | EEMVISHARES INC | 31,912 | $1.7M | 0.78% | -528 | |
| 17 | GOOGALPHABET INC | 5,000 | $1.6M | 0.70% | +17 | |
| 18 | VNQVANGUARD INDEX FDS | 16,778 | $1.5M | 0.67% | +71 | |
| 19 | GCCWISDOMTREE TR | 67,921 | $1.4M | 0.64% | +12K | |
| 20 | DFATDIMENSIONAL ETF TRUST | 23,466 | $1.4M | 0.63% | — | |
| 21 | IJHISHARES TR | 20,022 | $1.3M | 0.59% | +3K | |
| 22 | GBDCGOLUB CAP BDC INC | 51,760 | $1.3M | 0.58% | — | |
| 23 | EFAISHARES TR | 13,536 | $1.3M | 0.58% | -222 | |
| 24 | IJRISHARES TR | 10,510 | $1.3M | 0.57% | +2K | |
| 25 | METAMETA PLATFORMS INC | 1,762 | $1.2M | 0.52% | -11 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($7.4569244491954525e+143T)
Technology0.0% ($259322161.1T)
Communication Services0.0% ($15691.2T)
Unknown0.0% ($1142.6T)
Consumer Cyclical0.0% ($1.2T)
Consumer Defensive0.0% ($226.2M)
Utilities0.0% ($241K)
Filing History
Fund Information
NerdWallet Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $223.1M across 61 holdings. The largest position is ISHARES TR (IVV), representing 33.4% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.