NerdWallet Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
NerdWallet Wealth Partners, LLC 13F Holdings
CIK 0002079593 · NEW YORK, NY
As of Sep 30, 2025, NerdWallet Wealth Partners, LLC reported
61 positions worth $204.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 99,045 | $66.2M | 32.46% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 347,207 | $20.8M | 10.18% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 202,113 |
|
7.6M8.61% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 136,144 |
5.0M | 7.37% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 38,539 |
2.6M | 6.20% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 110,486 | $9.2M | 4.49% |
| CAPITAL GROUP CORE BOND ETF | CGCB | — | 287,156 | $7.6M | 3.74% |
| VANGUARD 500 INDEX FUND | VOO | — | 8,646 | $5.3M | 2.59% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 70,071 | $3.8M | 1.86% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 15,798 | $3.3M | 1.61% |
| STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF | SPYX | — | 4,257 | $2.7M | 1.33% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 33,133 | $2.7M | 1.32% |
| APPLE HOSPITALITY REIT INC | APLE | Real Estate | 9,719 | $2.5M | 1.21% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 62,617 | $2.4M | 1.18% |
| MICROSOFT CORP | MSFT | Technology | 4,601 | $2.4M | 1.17% |
| ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | EEMV | — | 32,440 |
.7M | 0.85% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 16,707 |
.5M | 0.75% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 23,466 |
.4M | 0.67% |
| META PLATFORMS INC | META | Communication Services | 1,773 |
.3M | 0.64% |
| GOLUB CAPITAL BDC INC | GBDC | Financial Services | 51,760 |
.3M | 0.64% |
| ISHARES MSCI EAFE ETF | EFA | — | 13,758 |
.3M | 0.63% |
| ISHARES 20+ YEAR TREASURY BOND BUYWRITE STRATEGY ETF | TLTW | — | 14,037 |
.3M | 0.61% |
| ALPHABET INC | GOOG | Equity | 4,983 |
.2M | 0.59% |
| WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | GCC | — | 56,140 |
.2M | 0.59% |
| AMAZON.COM INC | AMZN | Equity | 5,102 |
.1M | 0.55% |