NerdWallet Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    61

  • Value ($000)

    $203,983

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0002079593
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$66.21M
33 %

99,045

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$20.77M
10 %

347,207

D
DLN

WISDOMTREE TR

US LARGECAP DIVD
97717W307
$17.56M
9 %

202,113

S
SHV

ISHARES TR

SHORT TREAS BD
464288679
$15.04M
7 %

136,144

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$12.65M
6 %

38,539

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$9.17M
5 %

110,486

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$7.63M
4 %

287,156

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.28M
3 %

8,646

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$3.79M
2 %

70,071

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$3.29M
2 %

15,798

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