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NerdWallet Wealth Partners, LLC

All holdings · as of Dec 31, 2025

61 positions

CompanyClassValueShares% of portfolio
PROCTER & GAMBLE Co$202.5K1,4130.1%
ISHARES INC$218.9K2,3280.1%
iShares MSCI UAE ETF$223.2K1,5010.1%
SCHWAB STRATEGIC TR$226.4K8,6320.1%
UNILEVER PLC$226.7K3,4660.1%
Visa Inc$233.2K6650.1%
ISHARES BITCOIN TRUST ETF$238.7K4,8070.1%
Sempra$241.1K2,7310.1%
VANGUARD STAR FDS$265.9K3,5240.1%
RELX PLC$269.0K6,6560.1%
ISHARES TR$269.9K3,0170.1%
ISHARES TR$272.0K1,2930.1%
ADOBE INC.$278.9K7970.1%
Broadcom Inc.$332.3K9600.1%
Tesla Inc$351.2K7910.2%
VANGUARD BD INDEX FDS$365.5K4,9340.2%
ISHARES TR$366.3K7740.2%
INVESCO QQQ TR$370.5K6030.2%
ISHARES TR$370.8K3,6470.2%
ISHARES TR$393.2K2,6390.2%
DIMENSIONAL ETF TRUST$415.1K12,6830.2%
SPDR SERIES TRUST$452.8K16,5180.2%
PACKAGING CORP OF AMERICA$482.6K2,3400.2%
JPMORGAN CHASE & CO$500.3K1,5530.2%
Alphabet Inc.$520.1K1,6620.2%
Warren E. Buffett$581.1K1,1560.3%
VANGUARD SCOTTSDALE FDS$634.4K10,5850.3%
DIMENSIONAL ETF TRUST$708.9K15,2160.3%
WISDOMTREE TR$725.3K14,4130.3%
ISHARES TR$813.6K11,1700.4%
DIMENSIONAL ETF TRUST$937.3K18,7830.4%
CAPITAL GROUP INTERNATIONAL$984.9K30,3060.4%
NVIDIA Corp$1.14M6,0990.5%
SPDR GOLD TR$1.14M2,8830.5%
ISHARES TR$1.14M13,1160.5%
Amazon.com Inc$1.15M4,9950.5%
Meta Platforms Inc$1.16M1,7620.5%
ISHARES TR$1.26M10,5100.6%
ISHARES TR$1.30M13,5360.6%
GOLUB CAP BDC INC$1.30M51,7600.6%
ISHARES TR$1.32M20,0220.6%
DIMENSIONAL ETF TRUST$1.40M23,4660.6%
WISDOMTREE TR$1.43M67,9210.6%
VANGUARD INDEX FDS$1.48M16,7780.7%
Alphabet Inc.$1.57M5,0000.7%
ISHARES INC$1.75M31,9120.8%
MICROSOFT CORP$2.22M4,5841.0%
DIMENSIONAL ETF TRUST$2.48M62,6171.1%
Apple Inc.$2.59M9,5391.2%
SPDR SERIES TRUST$2.79M4,0991.3%
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