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CIK: 0002079593
Total reported value
$290.2M
$290.2M
61 檔
50.5%
As reported in its official Q4 2025 Form 13F filing, NerdWallet Wealth Partners, LLC's tracked investment portfolio stood at $290.2M with 61 total positions.
In Q4 2025, NerdWallet Wealth Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 33.42% | +0.32% | +10.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.96% | +0.62% | +12.95% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 8.76% | -0.40% | +9.96% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 6.72% | -0.76% | +0.04% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.77% | -0.40% | -0.31% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.14% | -0.42% | +1.05% | |
| 7 | CGCB | Cap Group Core Bond | ETF-Other | 4.13% | +0.18% | +20.88% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.43% | -0.11% | +0.35% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.95% | +0.16% | +15.88% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.50% | -0.17% | +0.44% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.33% | -0.09% | +10.86% | |
| 12 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.25% | — | -3.71% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.16% | -0.06% | — | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.11% | -0.10% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.14% | -0.37% | |
| 16 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.78% | — | -1.63% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.48% | +0.34% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.07% | +0.42% | |
| 19 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.64% | — | +20.98% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 0.63% | -0.07% | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | +0.18% | +20.00% | |
| 22 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.58% | — | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | -0.08% | -1.61% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.29% | +24.94% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.03% | -0.62% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.02% | -2.10% | |
| 27 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.51% | — | -6.56% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.19% | -0.83% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.05% | +15.86% | |
| 30 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.44% | +0.01% | — | |
| 31 | DFIV | Dimensional International Va | ETF-Other | 0.42% | +0.35% | NEW | |
| 32 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.36% | -0.03% | -1.51% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.33% | — | -10.32% | |
| 34 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.32% | -0.03% | — | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.28% | -0.03% | -3.03% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.02% | -0.17% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.01% | +0.42% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.03% | -0.77% | |
| 39 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.22% | -0.03% | — | |
| 40 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.20% | — | — | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.19% | -0.03% | — | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.18% | +0.01% | +1.38% | |
| 43 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.17% | +0.02% | +37.00% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.04% | +5.42% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | +0.03% | — | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | — | +2.30% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | -0.13% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | — | -0.31% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.13% | — | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | -0.01% | — |
According to official SEC Form 13F filings, NerdWallet Wealth Partners, LLC reported a total U.S. public equity portfolio value of $290.2M across 61 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, DLN) accounted for 50.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAPL
市值: $2.6M
Top Position Liquidated / Trimmed
APLE
前期市值: $2.5M
During Q4 2025, NerdWallet Wealth Partners, LLC's top holdings by market value included IVV (33.4%)、VEA (11.0%)、DLN (8.8%). The largest single position, IVV, represented 33.4% of total portfolio value.
In Q4 2025, NerdWallet Wealth Partners, LLC made 44 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 13 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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