Institutions / NerdWallet Wealth Partners, LLC

NerdWallet Wealth Partners, LLC

CIK 2079593 · Institution · as of Dec 31, 2025

Portfolio value

$223.10M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 61 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$74.57M	109,007	33.4%
Vanguard Tax-Managed Fds	—	$24.45M	392,153	11.0%
WisdomTree Trust	—	$19.55M	222,243	8.8%
iShares Tr	—	$15.00M	136,198	6.7%
Vanguard Index Fds	—	$12.88M	38,420	5.8%
iShares Tr	—	$9.25M	111,643	4.1%
Capital Grp Fixed Incm ETF T	—	$9.20M	347,118	4.1%
Vanguard Index Fds	—	$5.42M	8,676	2.4%
Vanguard Intl Equity Index F	—	$4.36M	81,200	2.0%
Vanguard Index Fds	—	$3.35M	15,867	1.5%
iShares Tr	—	$2.96M	36,731	1.3%
SPDR Series Trust	—	$2.79M	4,099	1.3%
Apple Inc.	—	$2.59M	9,539	1.2%
Dimensional ETF Trust	—	$2.48M	62,617	1.1%
Microsoft Corp	—	$2.22M	4,584	1.0%
iShares Inc	—	$1.75M	31,912	0.8%
Alphabet Inc.	—	$1.57M	5,000	0.7%
Vanguard Index Fds	—	$1.48M	16,778	0.7%
WisdomTree Tr	—	$1.43M	67,921	0.6%
Dimensional ETF Trust	—	$1.40M	23,466	0.6%
iShares Tr	—	$1.32M	20,022	0.6%
Golub Cap BDC Inc	—	$1.30M	51,760	0.6%
iShares Tr	—	$1.30M	13,536	0.6%
iShares Tr	—	$1.26M	10,510	0.6%
Meta Platforms Inc	—	$1.16M	1,762	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.