NerdWallet Wealth Partners, LLC
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
61
- Value ($000)
$223,096
- Date Filed01/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $74.57M | 33 % | 109,007 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $24.45M | 11 % | 392,153 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | $19.55M | 9 % | 222,243 | ||
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $15M | 7 % | 136,198 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.88M | 6 % | 38,420 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $9.25M | 4 % | 111,643 | ||
CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $9.2M | 4 % | 347,118 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.42M | 2 % | 8,676 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.36M | 2 % | 81,200 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $3.35M | 2 % | 15,867 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100