NerdWallet Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $74.57M | 33.4% |
| VANGUARD TAX-MANAGED FDS | $24.45M | 11.0% |
| WisdomTree Trust | $19.55M | 8.8% |
| ISHARES TR | $15.00M | 6.7% |
| VANGUARD INDEX FDS | $12.88M | 5.8% |
| ISHARES TR | $9.25M | 4.1% |
| CAPITAL GRP FIXED INCM ETF T | $9.20M | 4.1% |
| VANGUARD INDEX FDS | $5.42M | 2.4% |
| VANGUARD INTL EQUITY INDEX F | $4.36M | 2.0% |
| VANGUARD INDEX FDS | $3.35M | 1.5% |
| ISHARES TR | $2.96M | 1.3% |
| SPDR SERIES TRUST | $2.79M | 1.3% |
| Apple Inc. | $2.59M | 1.2% |
| DIMENSIONAL ETF TRUST | $2.48M | 1.1% |
| MICROSOFT CORP | $2.22M | 1.0% |
| ISHARES INC | $1.75M | 0.8% |
| Alphabet Inc. | $1.57M | 0.7% |
| VANGUARD INDEX FDS | $1.48M | 0.7% |
| WISDOMTREE TR | $1.43M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.40M | 0.6% |
| ISHARES TR | $1.32M | 0.6% |
| GOLUB CAP BDC INC | $1.30M | 0.6% |
| ISHARES TR | $1.30M | 0.6% |
| ISHARES TR | $1.26M | 0.6% |
| Meta Platforms Inc | $1.16M | 0.5% |
| Amazon.com Inc | $1.15M | 0.5% |
| ISHARES TR | $1.14M | 0.5% |
| SPDR GOLD TR | $1.14M | 0.5% |
| NVIDIA Corp | $1.14M | 0.5% |
| CAPITAL GROUP INTERNATIONAL | $984.9K | 0.4% |
| DIMENSIONAL ETF TRUST | $937.3K | 0.4% |
| ISHARES TR | $813.6K | 0.4% |
| WISDOMTREE TR | $725.3K | 0.3% |
| DIMENSIONAL ETF TRUST | $708.9K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $634.4K | 0.3% |
| Warren E. Buffett | $581.1K | 0.3% |
| Alphabet Inc. | $520.1K | 0.2% |
| JPMORGAN CHASE & CO | $500.3K | 0.2% |
| PACKAGING CORP OF AMERICA | $482.6K | 0.2% |
| SPDR SERIES TRUST | $452.8K | 0.2% |
| DIMENSIONAL ETF TRUST | $415.1K | 0.2% |
| ISHARES TR | $393.2K | 0.2% |
| ISHARES TR | $370.8K | 0.2% |
| INVESCO QQQ TR | $370.5K | 0.2% |
| ISHARES TR | $366.3K | 0.2% |
| VANGUARD BD INDEX FDS | $365.5K | 0.2% |
| Tesla Inc | $351.2K | 0.2% |
| Broadcom Inc. | $332.3K | 0.1% |
| ADOBE INC. | $278.9K | 0.1% |
| ISHARES TR | $272.0K | 0.1% |