NerdWallet Wealth Partners, LLC
CIK: 0002079593SEC EDGAR →
Portfolio Value
$223.1M
Holdings
61
As of
Q4 2025
New Positions
3
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 109,007 | $74.6M | 33.42% |
| 2 | VANGUARD TAX-MANAGED FDS | 392,153 | $24.4M | 10.96% |
| 3 | WISDOMTREE TR | 222,243 | $19.5M | 8.76% |
| 4 | ISHARES TR | 136,198 | $15.0M | 6.72% |
| 5 | VANGUARD INDEX FDS | 38,420 | $12.9M | 5.77% |
| 6 | ISHARES TR | 111,643 | $9.2M | 4.14% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 347,118 | $9.2M | 4.13% |
| 8 | VANGUARD INDEX FDS | 8,676 | $5.4M | 2.43% |
| 9 | VANGUARD INTL EQUITY INDEX F | 81,200 | $4.4M | 1.95% |
| 10 | VANGUARD INDEX FDS | 15,867 | $3.4M | 1.50% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $208.0M | 93.2% |
| Technology | 5 | $6.6M | 2.9% |
| Communication Services | 4 | $3.5M | 1.6% |
| Unknown | 4 | $2.4M | 1.1% |
| Consumer Cyclical | 3 | $2.0M | 0.9% |
| Consumer Defensive | 2 | $428K | 0.2% |
| Utilities | 1 | $241K | 0.1% |