Nerdwallet Wealth Partners, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    new york, NY
  • CIK
    0002079593
  • All SEC filings
Q4 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

61

$223.1M
IVV, VEA, DLN, SHV
13F-HR
Jan 12, 2026
000207959326000003

61

$203.98M
IVV, VEA, DLN, SHV
13F-HR
Nov 12, 2025
000207959325000001