NerdWallet Wealth Partners

NerdWallet Wealth Partners as of Dec. 31, 2025

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