NerdWallet Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), NerdWallet Wealth Partners, LLC reported 61 stock positions worth $204.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 32.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.2%) and Wisdomtree US Largecap Divid (DLN, 8.6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002079593
- Portfolio Value
- $204.0M (Q3 2025)
- SEC Filing
- 0002079593-25-000001 ↗ filed Nov 13, 2025
Holdings Value
Holdings 61 stocks · $204.0M
| IVV iShares Core S&P 500 ETF | 32.46% | 99,045 | $66.2M | — |
| VEA Vanguard Ftse Developed ETF | 10.18% | 347,207 | $20.8M | — |
| DLN Wisdomtree US Largecap Divid | 8.61% | 202,113 | $17.6M | — |
| SHV iShares 0-1 Year Treasury Bo | 7.37% | 136,144 | $15.0M | — |
| VTI VG Morningstar TS MKT ETF-US | 6.20% | 38,539 | $12.6M | — |
| SHY iShares 1-3 Year Treasury Bo | 4.49% | 110,486 | $9.2M | — |
| CGCB Cap Group Core Bond | 3.74% | 287,156 | $7.6M | — |
| VOO Vanguard S&P 500 ETF | 2.59% | 8,646 | $5.3M | — |
| VWO Vanguard Ftse Emerging Marke | 1.86% | 70,071 | $3.8M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.61% | 15,798 | $3.3M | — |
| SPYX SS SPDR S&P 500 Foss FL ETF | 1.33% | 4,257 | $2.7M | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.32% | 33,133 | $2.7M | — |
| APLE Apple Hospitality REIT Inc. | 1.21% | 9,719 | $2.5M | — |
| DFAC Dimensional US Core Equity 2 | 1.18% | 62,617 | $2.4M | — |
| MSFT Microsoft Corp. | 1.17% | 4,601 | $2.4M | — |
| EEMV iShares MSCI Emg MKT Min Vol | 0.85% | 32,440 | $1.7M | — |
| VNQ Vanguard Real Estate ETF | 0.75% | 16,707 | $1.5M | — |
| DFAT Dimensional US Target Value | 0.67% | 23,466 | $1.4M | — |
| META Meta Platforms Inc. Class A | 0.64% | 1,773 | $1.3M | — |
| GBDC Golub Capital BDC Inc. | 0.64% | 51,760 | $1.3M | — |
| EFA iShares MSCI Eafe ETF | 0.63% | 13,758 | $1.3M | — |
| TLTW iShares 20+ Bond Buywrite | 0.61% | 14,037 | $1.3M | — |
| GOOG Alphabet Inc. Class C | 0.59% | 4,983 | $1.2M | — |
| GCC Wisdomtree Enhanced Commodit | 0.59% | 56,140 | $1.2M | — |
| AMZN Amazon.com Inc. | 0.55% | 5,102 | $1.1M | — |
| IJH iShares Core S&P Midcap ETF | 0.53% | 16,685 | $1.1M | — |
| GLD SPDR Gold Shares | 0.51% | 2,907 | $1.0M | — |
| IJR iShares Core S&P Small-Cap E | 0.49% | 8,412 | $999K | — |
| NVDA Nvidia Corp. | 0.48% | 5,264 | $982K | — |
| DFIV Dimensional International Va | 0.42% | 18,775 | $866K | — |
| PABU Ishr Par-Alnd Clim Opt Mue-U | 0.40% | 11,341 | $814K | — |
| USFR Wisdomtree Floating Rate Tre | 0.40% | 16,071 | $808K | — |
| DFUV Dimensional US Marketwide Va | 0.33% | 15,216 | $680K | — |
| VGIT Vanguard Intermediate-Term T | 0.32% | 10,916 | $655K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,158 | $582K | — |
| PKG Packaging Corp. of America | 0.25% | 2,340 | $510K | — |
| JPM JPMorgan Chase & Co. | 0.24% | 1,565 | $494K | — |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.23% | 16,518 | $460K | — |
| GOOGL Alphabet Inc. Class A | 0.20% | 1,655 | $402K | — |
| DFAX Dimensional World Ex US Core | 0.20% | 12,683 | $398K | — |
| ESGU iShares ESG Aware MSCI USA | 0.19% | 2,603 | $379K | — |
| IWF iShares Russell 1000 Growth | 0.18% | 774 | $363K | — |
| BND Vanguard Total Bond Market | 0.18% | 4,823 | $359K | — |
| TSLA Tesla Inc. | 0.17% | 792 | $352K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 572 | $344K | — |
| RELX Relx PLC - Spon ADR | 0.16% | 6,656 | $318K | — |
| AVGO Broadcom Inc. | 0.16% | 963 | $318K | — |
| IBIT iShares Bitcoin Trust ETF | 0.15% | 4,803 | $312K | — |
| TLH iShares 10-20 Year Treasury | 0.13% | 2,662 | $274K | — |
| IWD iShares Russell 1000 Value E | 0.13% | 1,293 | $263K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 3,014 | $263K | — |
| VXUS Vanguard Total Intl Stock | 0.13% | 3,524 | $259K | — |
| XLK SS Technology Select Sector | 0.13% | 912 | $257K | — |
| SRE Sempra | 0.12% | 2,731 | $246K | — |
| UL Unilever PLC | 0.11% | 3,900 | $231K | — |
| V Visa Inc. Class A | 0.11% | 670 | $229K | — |
| PG The Procter & Gamble Co. | 0.11% | 1,445 | $222K | — |
| NFLX Netflix Inc. | 0.11% | 185 | $222K | — |
| SCHB Schwab US Broad Market ETF | 0.11% | 8,546 | $220K | — |
| EEMA iShares MSCI Emerg MRKT Asia | 0.10% | 2,328 | $214K | — |
| ITOT iShares Core S&P Total U.S. | 0.10% | 1,409 | $205K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.