NerdWallet Wealth Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), NerdWallet Wealth Partners, LLC reported 61 stock positions worth $223.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 33.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 11.0%) and Wisdomtree US Largecap Divid (DLN, 8.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 3, added to 26 and reduced 18. The biggest buy was a new position in Apple (AAPL) and the biggest sale an exit from Apple Hospitality REIT (APLE).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002079593
Portfolio Value
$223.1M (Q4 2025)
SEC Filing
0002079593-26-000003 ↗ filed Jan 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q3 2025: $204.0M Q3 2025 Q4 2025: $223.1M $223.1M Q4 2025 Q1 2026: $229.2M Q1 2026 Q2 2026: $290.2M Q2 2026

Holdings 61 stocks · $223.1M
IVV iShares Core S&P 500 ETF 33.42% 109,007 $74.6M Add +10.1%
VEA Vanguard Ftse Developed ETF 10.96% 392,153 $24.4M Add +12.9%
DLN Wisdomtree US Largecap Divid 8.76% 222,243 $19.5M Add +10.0%
SHV iShares 0-1 Year Treasury Bo 6.72% 136,198 $15.0M Add +0.0%
VTI VG Morningstar TS MKT ETF-US 5.77% 38,420 $12.9M Reduce -0.3%
SHY iShares 1-3 Year Treasury Bo 4.14% 111,643 $9.2M Add +1.1%
CGCB Cap Group Core Bond 4.13% 347,118 $9.2M Add +20.9%
VOO Vanguard S&P 500 ETF 2.43% 8,676 $5.4M Add +0.3%
VWO Vanguard Ftse Emerging Marke 1.95% 81,200 $4.4M Add +15.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.50% 15,867 $3.4M Add +0.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.33% 36,731 $3.0M Add +10.9%
SPYX SS SPDR S&P 500 Foss FL ETF 1.25% 4,099 $2.8M Reduce -3.7%
AAPL Apple Inc. 1.16% 9,539 $2.6M New
DFAC Dimensional US Core Equity 2 1.11% 62,617 $2.5M No change
MSFT Microsoft Corp. 0.99% 4,584 $2.2M Reduce -0.4%
EEMV iShares MSCI Emg MKT Min Vol 0.78% 31,912 $1.7M Reduce -1.6%
GOOG Alphabet Inc. Class C 0.70% 5,000 $1.6M Add +0.3%
VNQ Vanguard Real Estate ETF 0.67% 16,778 $1.5M Add +0.4%
GCC Wisdomtree Enhanced Commodit 0.64% 67,921 $1.4M Add +21.0%
DFAT Dimensional US Target Value 0.63% 23,466 $1.4M No change
IJH iShares Core S&P Midcap ETF 0.59% 20,022 $1.3M Add +20.0%
GBDC Golub Capital BDC Inc. 0.58% 51,760 $1.3M No change
EFA iShares MSCI Eafe ETF 0.58% 13,536 $1.3M Reduce -1.6%
IJR iShares Core S&P Small-Cap E 0.57% 10,510 $1.3M Add +24.9%
META Meta Platforms Inc. Class A 0.52% 1,762 $1.2M Reduce -0.6%
AMZN Amazon.com Inc. 0.52% 4,995 $1.2M Reduce -2.1%
TLTW iShares 20+ Bond Buywrite 0.51% 13,116 $1.1M Reduce -6.6%
GLD SPDR Gold Shares 0.51% 2,883 $1.1M Reduce -0.8%
NVDA Nvidia Corp. 0.51% 6,099 $1.1M Add +15.9%
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.44% 30,306 $985K New
DFIV Dimensional International Va 0.42% 18,783 $937K Add +0.0%
PABU Ishr Par-Alnd Clim Opt Mue-U 0.36% 11,170 $814K Reduce -1.5%
USFR Wisdomtree Floating Rate Tre 0.33% 14,413 $725K Reduce -10.3%
DFUV Dimensional US Marketwide Va 0.32% 15,216 $709K No change
VGIT Vanguard Intermediate-Term T 0.28% 10,585 $634K Reduce -3.0%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 1,156 $581K Reduce -0.2%
GOOGL Alphabet Inc. Class A 0.23% 1,662 $520K Add +0.4%
JPM JPMorgan Chase & Co. 0.22% 1,553 $500K Reduce -0.8%
PKG Packaging Corp. of America 0.22% 2,340 $483K No change
IBND SS SPDR BB Intl Corp. BD ETF 0.20% 16,518 $453K No change
DFAX Dimensional World Ex US Core 0.19% 12,683 $415K No change
ESGU iShares ESG Aware MSCI USA 0.18% 2,639 $393K Add +1.4%
TLH iShares 10-20 Year Treasury 0.17% 3,647 $371K Add +37.0%
QQQ Invesco QQQ Trust Series 1 0.17% 603 $371K Add +5.4%
IWF iShares Russell 1000 Growth 0.16% 774 $366K No change
BND Vanguard Total Bond Market 0.16% 4,934 $365K Add +2.3%
TSLA Tesla Inc. 0.16% 791 $351K Reduce -0.1%
AVGO Broadcom Inc. 0.15% 960 $332K Reduce -0.3%
ADBE Adobe Inc. 0.13% 797 $279K New
IWD iShares Russell 1000 Value E 0.12% 1,293 $272K No change
IEFA iShares Core MSCI Eafe ETF 0.12% 3,017 $270K Add +0.1%
RELX Relx PLC - Spon ADR 0.12% 6,656 $269K No change
VXUS Vanguard Total Intl Stock 0.12% 3,524 $266K No change
SRE Sempra 0.11% 2,731 $241K No change
IBIT iShares Bitcoin Trust ETF 0.11% 4,807 $239K Add +0.1%
V Visa Inc. Class A 0.10% 665 $233K Reduce -0.8%
UL Unilever PLC-Sponsored ADR 0.10% 3,466 $227K No change
SCHB Schwab US Broad Market ETF 0.10% 8,632 $226K Add +1.0%
ITOT iShares Core S&P Total U.S. 0.10% 1,501 $223K Add +6.5%
EEMA iShares MSCI Emerg MRKT Asia 0.10% 2,328 $219K No change
PG The Procter & Gamble Co. 0.09% 1,413 $202K Reduce -2.2%

Portfolio Sells Q3 2025 → Q4 2025
APLE Apple Hospitality REIT Inc. Sold out 0.00% −1.21
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 5.77% −0.43
MSFT Microsoft Corp. Reduce -0.4% 0.99% −0.17
XLK SS Technology Select Sector Sold out 0.00% −0.13
META Meta Platforms Inc. Class A Reduce -0.6% 0.52% −0.12
NFLX Netflix Inc. Sold out 0.00% −0.11
TLTW iShares 20+ Bond Buywrite Reduce -6.6% 0.51% −0.10
SPYX SS SPDR S&P 500 Foss FL ETF Reduce -3.7% 1.25% −0.08
USFR Wisdomtree Floating Rate Tre Reduce -10.3% 0.33% −0.07
EEMV iShares MSCI Emg MKT Min Vol Reduce -1.6% 0.78% −0.07
EFA iShares MSCI Eafe ETF Reduce -1.6% 0.58% −0.05
VGIT Vanguard Intermediate-Term T Reduce -3.0% 0.28% −0.04
PABU Ishr Par-Alnd Clim Opt Mue-U Reduce -1.5% 0.36% −0.03
AMZN Amazon.com Inc. Reduce -2.1% 0.52% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 0.26% −0.02
PG The Procter & Gamble Co. Reduce -2.2% 0.09% −0.02
JPM JPMorgan Chase & Co. Reduce -0.8% 0.22% −0.02
TSLA Tesla Inc. Reduce -0.1% 0.16% −0.02
V Visa Inc. Class A Reduce -0.8% 0.10% −0.01
AVGO Broadcom Inc. Reduce -0.3% 0.15% −0.01
GLD SPDR Gold Shares Reduce -0.8% 0.51% +0.01

Portfolio Buys Q3 2025 → Q4 2025
AAPL Apple Inc. New 1.16% +1.16
IVV iShares Core S&P 500 ETF Add +10.1% 33.42% +0.97
VEA Vanguard Ftse Developed ETF Add +12.9% 10.96% +0.78
CGIC Cap Group Intl Core Eq New 0.44% +0.44
CGCB Cap Group Core Bond Add +20.9% 4.13% +0.38
DLN Wisdomtree US Largecap Divid Add +10.0% 8.76% +0.15
ADBE Adobe Inc. New 0.13% +0.13
GOOG Alphabet Inc. Class C Add +0.3% 0.70% +0.11
VWO Vanguard Ftse Emerging Marke Add +15.9% 1.95% +0.10
IJR iShares Core S&P Small-Cap E Add +24.9% 0.57% +0.08
IJH iShares Core S&P Midcap ETF Add +20.0% 0.59% +0.06
GCC Wisdomtree Enhanced Commodit Add +21.0% 0.64% +0.06
GOOGL Alphabet Inc. Class A Add +0.4% 0.23% +0.04
TLH iShares 10-20 Year Treasury Add +37.0% 0.17% +0.03
NVDA Nvidia Corp. Add +15.9% 0.51% +0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +10.9% 1.33% +0.01
ITOT iShares Core S&P Total U.S. Add +6.5% 0.10% −0.00
QQQ Invesco QQQ Trust Series 1 Add +5.4% 0.17% −0.00
DFIV Dimensional International Va Add +0.0% 0.42% −0.00
SCHB Schwab US Broad Market ETF Add +1.0% 0.10% −0.01
IEFA iShares Core MSCI Eafe ETF Add +0.1% 0.12% −0.01
ESGU iShares ESG Aware MSCI USA Add +1.4% 0.18% −0.01
BND Vanguard Total Bond Market Add +2.3% 0.16% −0.01
IBIT iShares Bitcoin Trust ETF Add +0.1% 0.11% −0.05
VNQ Vanguard Real Estate ETF Add +0.4% 0.67% −0.08
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.4% 1.50% −0.11
VOO Vanguard S&P 500 ETF Add +0.3% 2.43% −0.16
SHY iShares 1-3 Year Treasury Bo Add +1.1% 4.14% −0.35
SHV iShares 0-1 Year Treasury Bo Add +0.0% 6.72% −0.65

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 69$290.2MIVV, VEA, DLN, CGCB, SHV
Q1 2026 59$229.2MIVV, VEA, DLN, SHV, CGCB
Q4 2025 61$223.1MIVV, VEA, DLN, SHV, VTI
Q3 2025 61$204.0MIVV, VEA, DLN, SHV, VTI