NerdWallet Wealth Partners, LLC
- SEC CIK
- 0002079593
- Latest filing
- Jul 7, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only.
- Positions
- 61
- No filing for Q2 2025
- Portfolio value
- $197.5M
- No filing for Q2 2025
NerdWallet Wealth Partners, LLC did not file a 13F for Q2 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 99,045 | $66.2M | 33.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 347,207 | $20.8M | 10.5% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 202,113 | $17.6M | 8.9% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 136,144 | $15.0M | 7.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,539 | $12.6M | 6.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 110,486 | $9.17M | 4.6% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 287,156 | $7.63M | 3.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,646 | $5.28M | 2.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 70,071 | $3.79M | 1.9% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,798 | $3.29M | 1.7% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 33,133 | $2.69M | 1.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 62,617 | $2.42M | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,601 | $2.38M | 1.2% | – | – | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 32,440 | $1.73M | 0.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,707 | $1.53M | 0.8% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,466 | $1.37M | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,773 | $1.30M | 0.7% | – | – | History |
| GBDCGolub Capital BDC, Inc. | COM | 51,760 | $1.30M | 0.7% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 13,758 | $1.28M | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 4,983 | $1.21M | 0.6% | – | – | History |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 56,140 | $1.20M | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,102 | $1.12M | 0.6% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,685 | $1.09M | 0.6% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,907 | $1.03M | 0.5% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,412 | $998.9K | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,264 | $982.2K | 0.5% | – | – | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 18,775 | $865.9K | 0.4% | – | – | – |
| iShares Tr46436E411 | PARIS ALGND CLIM | 11,341 | $813.5K | 0.4% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 16,071 | $807.9K | 0.4% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,216 | $680.0K | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 10,916 | $655.2K | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,158 | $582.2K | 0.3% | – | – | History |
| PKGPackaging Corp of America | Stock | 2,340 | $510.0K | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,565 | $493.5K | 0.2% | – | – | History |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 16,518 | $459.5K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,655 | $402.4K | 0.2% | – | – | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 12,683 | $398.0K | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,603 | $379.0K | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 774 | $362.5K | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,823 | $358.7K | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 792 | $352.2K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 572 | $343.5K | 0.2% | – | – | – |
| RELXRELX PLC | SPONSORED ADR | 6,656 | $317.9K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 963 | $317.7K | 0.2% | – | – | History |
| IBITiShares Bitcoin Trust ETF | ETF | 4,803 | $312.2K | 0.2% | – | – | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,662 | $274.2K | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,293 | $263.2K | 0.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,014 | $263.2K | 0.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,524 | $258.9K | 0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 912 | $257.1K | 0.1% | – | – | – |
| SRESempra | Stock | 2,731 | $245.7K | 0.1% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 3,900 | $231.2K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 670 | $228.7K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 1,445 | $222.0K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 185 | $221.8K | 0.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,546 | $219.7K | 0.1% | – | – | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 2,328 | $213.6K | 0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,409 | $205.2K | 0.1% | – | – | – |
| APLEApple Hospitality REIT, Inc. | REIT | 9,719 | – | – | – | – | History |
| SPDR Series Trust78468R796 | ST STR SP500FF | 4,257 | – | – | – | – | – |
| iShares Tr46436E338 | 20+ YEAR TR BD | 14,037 | – | – | – | – | – |