NerdWallet Wealth Partners, LLC Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$223.1B
Holdings
61
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 109,007 | $74.6B | 33.42% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 392,153 | $24.4B | 10.96% | |
| 3 | DLNWISDOMTREE TR | 222,243 | $19.5B | 8.76% | |
| 4 | SHVISHARES TR | 136,198 | $15.0B | 6.72% | |
| 5 | VTIVANGUARD INDEX FDS | 38,420 | $12.9B | 5.77% | |
| 6 | SHYISHARES TR | 111,643 | $9.2B | 4.14% | |
| 7 | CGCBCAPITAL GRP FIXED INCM ETF T | 347,118 | $9.2B | 4.13% | |
| 8 | VOOVANGUARD INDEX FDS | 8,676 | $5.4B | 2.43% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 81,200 | $4.4B | 1.95% | |
| 10 | VBRVANGUARD INDEX FDS | 15,867 | $3.4B | 1.50% | |
| 11 | HYGISHARES TR | 36,731 | $3.0B | 1.33% | |
| 12 | SPYXSPDR SERIES TRUST | 4,099 | $2.8B | 1.25% | |
| 13 | AAPLAPPLE INC | 9,539 | $2.6B | 1.16% | |
| 14 | DFACDIMENSIONAL ETF TRUST | 62,617 | $2.5B | 1.11% | |
| 15 | MSFTMICROSOFT CORP | 4,584 | $2.2B | 0.99% | |
| 16 | EEMVISHARES INC | 31,912 | $1.7B | 0.78% | |
| 17 | GOOGALPHABET INC | 5,000 | $1.6B | 0.70% | |
| 18 | VNQVANGUARD INDEX FDS | 16,778 | $1.5B | 0.67% | |
| 19 | GCCWISDOMTREE TR | 67,921 | $1.4B | 0.64% | |
| 20 | DFATDIMENSIONAL ETF TRUST | 23,466 | $1.4B | 0.63% | |
| 21 | IJHISHARES TR | 20,022 | $1.3B | 0.59% | |
| 22 | GBDCGOLUB CAP BDC INC | 51,760 | $1.3B | 0.58% | |
| 23 | EFAISHARES TR | 13,536 | $1.3B | 0.58% | |
| 24 | IJRISHARES TR | 10,510 | $1.3B | 0.57% | |
| 25 | METAMETA PLATFORMS INC | 1,762 | $1.2B | 0.52% | |
| 26 | AMZNAMAZON COM INC | 4,995 | $1.2B | 0.52% | |
| 27 | TLTWISHARES TR | 13,116 | $1.1B | 0.51% | |
| 28 | GQ9SPDR GOLD TR | 2,883 | $1.1B | 0.51% | |
| 29 | NVDANVIDIA CORPORATION | 6,099 | $1.1B | 0.51% | |
| 30 | CGICCAPITAL GROUP INTERNATIONAL | 30,306 | $984.0M | 0.44% | |
| 31 | DFIVDIMENSIONAL ETF TRUST | 18,783 | $937.0M | 0.42% | |
| 32 | PABUISHARES TR | 11,170 | $813.0M | 0.36% | |
| 33 | USFRWISDOMTREE TR | 14,413 | $725.0M | 0.32% | |
| 34 | DFUVDIMENSIONAL ETF TRUST | 15,216 | $708.0M | 0.32% | |
| 35 | VGITVANGUARD SCOTTSDALE FDS | 10,585 | $634.0M | 0.28% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,156 | $581.0M | 0.26% | |
| 37 | GOOGLALPHABET INC | 1,662 | $520.0M | 0.23% | |
| 38 | JPMJPMORGAN CHASE & CO. | 1,553 | $500.0M | 0.22% | |
| 39 | PKGPACKAGING CORP AMER | 2,340 | $482.0M | 0.22% | |
| 40 | IBNDSPDR SERIES TRUST | 16,518 | $452.0M | 0.20% | |
| 41 | DFAXDIMENSIONAL ETF TRUST | 12,683 | $415.0M | 0.19% | |
| 42 | ESGUISHARES TR | 2,639 | $393.0M | 0.18% | |
| 43 | TLHISHARES TR | 3,647 | $370.0M | 0.17% | |
| 44 | NDQINVESCO QQQ TR | 603 | $370.0M | 0.17% | |
| 45 | IWFISHARES TR | 774 | $366.0M | 0.16% | |
| 46 | BNDVANGUARD BD INDEX FDS | 4,934 | $365.0M | 0.16% | |
| 47 | TSLATESLA INC | 791 | $351.0M | 0.16% | |
| 48 | AVGOBROADCOM INC | 960 | $332.0M | 0.15% | |
| 49 | ADBEADOBE INC | 797 | $278.0M | 0.12% | |
| 50 | IWDISHARES TR | 1,293 | $271.0M | 0.12% | |
| 51 | AQLTISHARES TR | 3,017 | $269.0M | 0.12% | |
| 52 | RELXRELX PLC | 6,656 | $269.0M | 0.12% | |
| 53 | VXUSVANGUARD STAR FDS | 3,524 | $265.0M | 0.12% | |
| 54 | SRESEMPRA | 2,731 | $241.0M | 0.11% | |
| 55 | IBITISHARES BITCOIN TRUST ETF | 4,807 | $238.0M | 0.11% | |
| 56 | VVISA INC | 665 | $233.0M | 0.10% | |
| 57 | SCHBSCHWAB STRATEGIC TR | 8,632 | $226.0M | 0.10% | |
| 58 | ULUNILEVER PLC | 3,466 | $226.0M | 0.10% | |
| 59 | ITOTISHARES TR | 1,501 | $223.0M | 0.10% | |
| 60 | EEMAISHARES INC | 2,328 | $218.0M | 0.10% | |
| 61 | PGPROCTER AND GAMBLE CO | 1,413 | $202.0M | 0.09% |