NerdWallet Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, NerdWallet Wealth Partners, LLC held in its portfolio 61 assets valued at $223,096,031 (i.e. $223.10M).
The most valuable assets in the portfolio included: ISHARES TR ($74.57M), VANGUARD TAX-MANAGED FDS ($24.45M), and WISDOMTREE TR ($19.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NerdWallet Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 109007 | 74569314 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 392153 | 24449416 | VAN FTSE DEV MKT |
| WISDOMTREE TR | 222243 | 19545031 | US LARGECAP DIVD |
| ISHARES TR | 136198 | 15003193 | TRUST ISHARE 0-1 |
| VANGUARD INDEX FDS | 38420 | 12880571 | TOTAL STK MKT |
| ISHARES TR | 111643 | 9246547 | 1 3 YR TREAS BD |
| CAPITAL GRP FIXED INCM ETF T | 347118 | 9203602 | CORE BOND ETF |
| VANGUARD INDEX FDS | 8676 | 5418745 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 81200 | 4357425 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 15867 | 3350500 | SM CP VAL ETF |
| ISHARES TR | 36731 | 2960401 | IBOXX HI YD ETF |
| SPDR SERIES TRUST | 4099 | 2794962 | STATE STREET SPD |
| APPLE INC | 9539 | 2593230 | COM |
| DIMENSIONAL ETF TRUST | 62617 | 2479007 | US CORE EQUITY 2 |
| MICROSOFT CORP | 4584 | 2216793 | COM |
| ISHARES INC | 31912 | 1745768 | MSCI EMERG MRKT |
| ALPHABET INC | 5000 | 1569097 | CAP STK CL C |
| VANGUARD INDEX FDS | 16778 | 1484727 | REAL ESTATE ETF |
| WISDOMTREE TR | 67921 | 1434007 | ENHNCD CMMDTY ST |
| DIMENSIONAL ETF TRUST | 23466 | 1397166 | US TARGETED VLU |
| ISHARES TR | 20022 | 1320690 | CORE S&P MCP ETF |
| GOLUB CAP BDC INC | 51760 | 1301752 | COM |
| ISHARES TR | 13536 | 1299862 | MSCI EAFE ETF |
| ISHARES TR | 10510 | 1262297 | CORE S&P SCP ETF |
| META PLATFORMS INC | 1762 | 1163079 | CL A |
| AMAZON COM INC | 4995 | 1152946 | COM |
| ISHARES TR | 13116 | 1143485 | 20+ YEAR TR BD |
| SPDR GOLD TR | 2883 | 1142469 | GOLD SHS |
| NVIDIA CORPORATION | 6099 | 1137463 | COM |
| CAPITAL GROUP INTERNATIONAL | 30306 | 984945 | SHS |
| DIMENSIONAL ETF TRUST | 18783 | 937272 | INTERNATNAL VAL |
| ISHARES TR | 11170 | 813642 | PARIS ALIGNED CL |
| WISDOMTREE TR | 14413 | 725262 | FLOATNG RAT TREA |
| DIMENSIONAL ETF TRUST | 15216 | 708913 | US MKTWIDE VALUE |
| VANGUARD SCOTTSDALE FDS | 10585 | 634388 | INTER TERM TREAS |
| BERKSHIRE HATHAWAY INC DEL | 1156 | 581063 | CL B NEW |
| ALPHABET INC | 1662 | 520142 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 1553 | 500269 | COM |
| PACKAGING CORP AMER | 2340 | 482578 | COM |
| SPDR SERIES TRUST | 16518 | 452758 | BLOOMBERG INTL |
| DIMENSIONAL ETF TRUST | 12683 | 415115 | WORLD EX US CORE |
| ISHARES TR | 2639 | 393175 | ESG AWR MSCI USA |
| ISHARES TR | 3647 | 370759 | 10-20 YR TRS ETF |
| INVESCO QQQ TR | 603 | 370524 | UNIT SER 1 |
| ISHARES TR | 774 | 366334 | RUS 1000 GRW ETF |
| VANGUARD BD INDEX FDS | 4934 | 365461 | TOTAL BND MRKT |
| TESLA INC | 791 | 351231 | COM |
| BROADCOM INC | 960 | 332256 | COM |
| ADOBE INC | 797 | 278942 | COM |
| ISHARES TR | 1293 | 271970 | RUS 1000 VAL ETF |
| ISHARES TR | 3017 | 269901 | CORE MSCI EAFE |
| RELX PLC | 6656 | 269035 | SPONSORED ADR |
| VANGUARD STAR FDS | 3524 | 265879 | VG TL INTL STK F |
| SEMPRA | 2731 | 241120 | COM |
| ISHARES BITCOIN TRUST ETF | 4807 | 238668 | SHS BEN INT |
| VISA INC | 665 | 233222 | COM CL A |
| UNILEVER PLC | 3466 | 226676 | SPON ADR NEW |
| SCHWAB STRATEGIC TR | 8632 | 226427 | US BRD MKT ETF |
| ISHARES TR | 1501 | 223184 | CORE S&P TTL STK |
| ISHARES INC | 2328 | 218878 | MSCI EM ASIA ETF |
| PROCTER AND GAMBLE CO | 1413 | 202497 | COM |
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