NerdWallet Wealth Partners, LLC
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
61
- Value ($000)
$203,983
- Date Filed11/12/2025
- Form type13F-HR
- CIK0002079593
- All SEC filings
- NoteHoldings 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $66.21 M | 33 % | 99,045 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $20.77 M | 10 % | 347,207 | ||
DLN WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | $17.56 M | 9 % | 202,113 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $15.04 M | 7 % | 136,144 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.65 M | 6 % | 38,539 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $9.17 M | 5 % | 110,486 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $7.63 M | 4 % | 287,156 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.28 M | 3 % | 8,646 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.79 M | 2 % | 70,071 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $3.29 M | 2 % | 15,798 |
Rows Per Page
10
- 10
- 50
- 100