NerdWallet Wealth Partners, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$204.0B
Holdings
61
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 99,045 | $66.2B | 32.46% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 347,207 | $20.8B | 10.18% | |
| 3 | DLNWISDOMTREE TR | 202,113 | $17.6B | 8.61% | |
| 4 | SHVISHARES TR | 136,144 | $15.0B | 7.37% | |
| 5 | VTIVANGUARD INDEX FDS | 38,539 | $12.6B | 6.20% | |
| 6 | SHYISHARES TR | 110,486 | $9.2B | 4.49% | |
| 7 | CGCBCAPITAL GRP FIXED INCM ETF T | 287,156 | $7.6B | 3.74% | |
| 8 | VOOVANGUARD INDEX FDS | 8,646 | $5.3B | 2.59% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 70,071 | $3.8B | 1.86% | |
| 10 | VBRVANGUARD INDEX FDS | 15,798 | $3.3B | 1.61% | |
| 11 | SPYXSPDR SERIES TRUST | 4,257 | $2.7B | 1.33% | |
| 12 | HYGISHARES TR | 33,133 | $2.7B | 1.32% | |
| 13 | APLEAPPLE HOSPITALITY REIT INC | 9,719 | $2.5B | 1.21% | |
| 14 | DFACDIMENSIONAL ETF TRUST | 62,617 | $2.4B | 1.18% | |
| 15 | MSFTMICROSOFT CORP | 4,601 | $2.4B | 1.17% | |
| 16 | EEMVISHARES INC | 32,440 | $1.7B | 0.85% | |
| 17 | VNQVANGUARD INDEX FDS | 16,707 | $1.5B | 0.75% | |
| 18 | DFATDIMENSIONAL ETF TRUST | 23,466 | $1.4B | 0.67% | |
| 19 | METAMETA PLATFORMS INC | 1,773 | $1.3B | 0.64% | |
| 20 | GBDCGOLUB CAP BDC INC | 51,760 | $1.3B | 0.64% | |
| 21 | EFAISHARES TR | 13,758 | $1.3B | 0.63% | |
| 22 | TLTWISHARES TR | 14,037 | $1.3B | 0.61% | |
| 23 | GOOGALPHABET INC | 4,983 | $1.2B | 0.59% | |
| 24 | GCCWISDOMTREE TR | 56,140 | $1.2B | 0.59% | |
| 25 | AMZNAMAZON COM INC | 5,102 | $1.1B | 0.55% | |
| 26 | IJHISHARES TR | 16,685 | $1.1B | 0.53% | |
| 27 | GQ9SPDR GOLD TR | 2,907 | $1.0B | 0.51% | |
| 28 | IJRISHARES TR | 8,412 | $998.9M | 0.49% | |
| 29 | NVDANVIDIA CORPORATION | 5,264 | $982.2M | 0.48% | |
| 30 | DFIVDIMENSIONAL ETF TRUST | 18,775 | $865.9M | 0.42% | |
| 31 | PABUISHARES TR | 11,341 | $813.5M | 0.40% | |
| 32 | USFRWISDOMTREE TR | 16,071 | $807.9M | 0.40% | |
| 33 | DFUVDIMENSIONAL ETF TRUST | 15,216 | $680.0M | 0.33% | |
| 34 | VGITVANGUARD SCOTTSDALE FDS | 10,916 | $655.2M | 0.32% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,158 | $582.2M | 0.29% | |
| 36 | PKGPACKAGING CORP AMER | 2,340 | $510.0M | 0.25% | |
| 37 | JPMJPMORGAN CHASE & CO. | 1,565 | $493.5M | 0.24% | |
| 38 | IBNDSPDR SERIES TRUST | 16,518 | $459.5M | 0.23% | |
| 39 | GOOGLALPHABET INC | 1,655 | $402.4M | 0.20% | |
| 40 | DFAXDIMENSIONAL ETF TRUST | 12,683 | $398.0M | 0.20% | |
| 41 | ESGUISHARES TR | 2,603 | $379.0M | 0.19% | |
| 42 | IWFISHARES TR | 774 | $362.5M | 0.18% | |
| 43 | BNDVANGUARD BD INDEX FDS | 4,823 | $358.7M | 0.18% | |
| 44 | TSLATESLA INC | 792 | $352.2M | 0.17% | |
| 45 | NDQINVESCO QQQ TR | 572 | $343.5M | 0.17% | |
| 46 | RELXRELX PLC | 6,656 | $317.9M | 0.16% | |
| 47 | AVGOBROADCOM INC | 963 | $317.7M | 0.16% | |
| 48 | IBITISHARES BITCOIN TRUST ETF | 4,803 | $312.2M | 0.15% | |
| 49 | TLHISHARES TR | 2,662 | $274.2M | 0.13% | |
| 50 | IWDISHARES TR | 1,293 | $263.2M | 0.13% | |
| 51 | AQLTISHARES TR | 3,014 | $263.2M | 0.13% | |
| 52 | VXUSVANGUARD STAR FDS | 3,524 | $258.9M | 0.13% | |
| 53 | XLKSELECT SECTOR SPDR TR | 912 | $257.1M | 0.13% | |
| 54 | SRESEMPRA | 2,731 | $245.7M | 0.12% | |
| 55 | ULUNILEVER PLC | 3,900 | $231.2M | 0.11% | |
| 56 | VVISA INC | 670 | $228.7M | 0.11% | |
| 57 | PGPROCTER AND GAMBLE CO | 1,445 | $222.0M | 0.11% | |
| 58 | NFLXNETFLIX INC | 185 | $221.8M | 0.11% | |
| 59 | SCHBSCHWAB STRATEGIC TR | 8,546 | $219.7M | 0.11% | |
| 60 | EEMAISHARES INC | 2,328 | $213.6M | 0.10% | |
| 61 | ITOTISHARES TR | 1,409 | $205.2M | 0.10% |