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NerdWallet Wealth Partners

Latest statistics and disclosures from NerdWallet Wealth Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002079593

Tip: Access up to 7 years of quarterly data

Positions held by NerdWallet Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for NerdWallet Wealth Partners

NerdWallet Wealth Partners holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	33.4	$75M	109k	684.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.0	$24M	392k	62.35	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	8.8	$20M	222k	87.94	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	6.7	$15M	136k	110.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.8	$13M	38k	335.26	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	4.1	$9.2M	112k	82.82	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	4.1	$9.2M	347k	26.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$5.4M	8.7k	624.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$4.4M	81k	53.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.5	$3.4M	16k	211.16	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.3	$3.0M	37k	80.60	View chart
Spdr Series Trust State Street Spd (SPYX)	1.3	$2.8M	4.1k	681.86	View chart
Apple (AAPL)	1.2	$2.6M	9.5k	271.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$2.5M	63k	39.59	View chart
Microsoft Corporation (MSFT)	1.0	$2.2M	4.6k	483.59	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.8	$1.7M	32k	54.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.6M	5.0k	313.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$1.5M	17k	88.49	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.6	$1.4M	68k	21.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.4M	24k	59.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.3M	20k	65.96	View chart
Golub Capital BDC (GBDC)	0.6	$1.3M	52k	25.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$1.3M	14k	96.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.3M	11k	120.10	View chart
Meta Platforms Cl A (META)	0.5	$1.2M	1.8k	660.09	View chart
Amazon (AMZN)	0.5	$1.2M	5.0k	230.82	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.5	$1.1M	13k	87.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.1M	2.9k	396.28	View chart
NVIDIA Corporation (NVDA)	0.5	$1.1M	6.1k	186.50	View chart
Capital Group International SHS (CGIC)	0.4	$985k	30k	32.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$937k	19k	49.90	View chart
Ishares Tr Paris Aligned Cl (PABU)	0.4	$814k	11k	72.84	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$725k	14k	50.32	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$709k	15k	46.59	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$634k	11k	59.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$581k	1.2k	502.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$520k	1.7k	312.96	View chart
JPMorgan Chase & Co. (JPM)	0.2	$500k	1.6k	322.13	View chart
Packaging Corporation of America (PKG)	0.2	$483k	2.3k	206.23	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.2	$453k	17k	27.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$415k	13k	32.73	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$393k	2.6k	148.99	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$371k	3.6k	101.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$371k	603.00	614.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$366k	774.00	473.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$366k	4.9k	74.07	View chart
Tesla Motors (TSLA)	0.2	$351k	791.00	444.03	View chart
Broadcom (AVGO)	0.1	$332k	960.00	346.10	View chart
Adobe Systems Incorporated (ADBE)	0.1	$279k	797.00	349.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$272k	1.3k	210.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$270k	3.0k	89.46	View chart
Relx Sponsored Adr (RELX)	0.1	$269k	6.7k	40.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$266k	3.5k	75.45	View chart
Sempra Energy (SRE)	0.1	$241k	2.7k	88.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$239k	4.8k	49.65	View chart
Visa Com Cl A (V)	0.1	$233k	665.00	350.71	View chart
Unilever Spon Adr New	0.1	$227k	3.5k	65.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$226k	8.6k	26.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$223k	1.5k	148.69	View chart
Ishares Msci Em Asia Etf (EEMA)	0.1	$219k	2.3k	94.02	View chart
Procter & Gamble Company (PG)	0.1	$203k	1.4k	143.31	View chart

Past Filings by NerdWallet Wealth Partners

SEC 13F filings are viewable for NerdWallet Wealth Partners going back to 2025

NerdWallet Wealth Partners 2025 Q4 filed Jan. 13, 2026

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