13F HOLDINGS REPORT
NerdWallet Wealth Partners, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002079593-25-000001
Total Value
$204.0M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 99,045 | $66.2M | 32.46% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 347,207 | $20.8M | 10.18% |
| 3 | WISDOMTREE TR | WT | 202,113 | $17.6M | 8.61% |
| 4 | ISHARES TR | 464288679 | 136,144 | $15.0M | 7.37% |
| 5 | VANGUARD INDEX FDS | 922908769 | 38,539 | $12.6M | 6.20% |
| 6 | ISHARES TR | 464287457 | 110,486 | $9.2M | 4.49% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 287,156 | $7.6M | 3.74% |
| 8 | VANGUARD INDEX FDS | 922908363 | 8,646 | $5.3M | 2.59% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042858 | 70,071 | $3.8M | 1.86% |
| 10 | VANGUARD INDEX FDS | 922908611 | 15,798 | $3.3M | 1.61% |
| 11 | SPDR SERIES TRUST | 78468R796 | 4,257 | $2.7M | 1.33% |
| 12 | ISHARES TR | 464288513 | 33,133 | $2.7M | 1.32% |
| 13 | APPLE HOSPITALITY REIT INC | APLE | 9,719 | $2.5M | 1.21% |
| 14 | DIMENSIONAL ETF TRUST | 25434V708 | 62,617 | $2.4M | 1.18% |
| 15 | MICROSOFT CORP | MSFT | 4,601 | $2.4M | 1.17% |
| 16 | ISHARES INC | 464286533 | 32,440 | $1.7M | 0.85% |
| 17 | VANGUARD INDEX FDS | 922908553 | 16,707 | $1.5M | 0.75% |
| 18 | DIMENSIONAL ETF TRUST | 25434V609 | 23,466 | $1.4M | 0.67% |
| 19 | META PLATFORMS INC | META | 1,773 | $1.3M | 0.64% |
| 20 | GOLUB CAP BDC INC | 38173M102 | 51,760 | $1.3M | 0.64% |
| 21 | ISHARES TR | 464287465 | 13,758 | $1.3M | 0.63% |
| 22 | ISHARES TR | 46436E338 | 14,037 | $1.3M | 0.61% |
| 23 | ALPHABET INC | GOOG | 4,983 | $1.2M | 0.59% |
| 24 | WISDOMTREE TR | WT | 56,140 | $1.2M | 0.59% |
| 25 | AMAZON COM INC | AMZN | 5,102 | $1.1M | 0.55% |
| 26 | ISHARES TR | 464287507 | 16,685 | $1.1M | 0.53% |
| 27 | SPDR GOLD TR | GLD | 2,907 | $1.0M | 0.51% |
| 28 | ISHARES TR | 464287804 | 8,412 | $998,856 | 0.49% |
| 29 | NVIDIA CORPORATION | NVDA | 5,264 | $982,157 | 0.48% |
| 30 | DIMENSIONAL ETF TRUST | 25434V807 | 18,775 | $865,903 | 0.42% |
| 31 | ISHARES TR | 46436E411 | 11,341 | $813,546 | 0.40% |
| 32 | WISDOMTREE TR | WT | 16,071 | $807,889 | 0.40% |
| 33 | DIMENSIONAL ETF TRUST | 25434V724 | 15,216 | $680,003 | 0.33% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C706 | 10,916 | $655,244 | 0.32% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,158 | $582,173 | 0.29% |
| 36 | PACKAGING CORP AMER | 695156109 | 2,340 | $509,956 | 0.25% |
| 37 | JPMORGAN CHASE & CO. | VYLD | 1,565 | $493,512 | 0.24% |
| 38 | SPDR SERIES TRUST | 78464A151 | 16,518 | $459,531 | 0.23% |
| 39 | ALPHABET INC | GOOG | 1,655 | $402,353 | 0.20% |
| 40 | DIMENSIONAL ETF TRUST | 25434V880 | 12,683 | $397,993 | 0.20% |
| 41 | ISHARES TR | 46435G425 | 2,603 | $378,997 | 0.19% |
| 42 | ISHARES TR | 464287614 | 774 | $362,549 | 0.18% |
| 43 | VANGUARD BD INDEX FDS | 921937835 | 4,823 | $358,687 | 0.18% |
| 44 | TESLA INC | TSLA | 792 | $352,218 | 0.17% |
| 45 | INVESCO QQQ TR | IVZ | 572 | $343,502 | 0.17% |
| 46 | RELX PLC | RLXXF | 6,656 | $317,891 | 0.16% |
| 47 | BROADCOM INC | AVGO | 963 | $317,703 | 0.16% |
| 48 | ISHARES BITCOIN TRUST ETF | IBIT | 4,803 | $312,195 | 0.15% |
| 49 | ISHARES TR | 464288653 | 2,662 | $274,159 | 0.13% |
| 50 | ISHARES TR | 464287598 | 1,293 | $263,242 | 0.13% |
| 51 | ISHARES TR | 46432F842 | 3,014 | $263,152 | 0.13% |
| 52 | VANGUARD STAR FDS | 921909768 | 3,524 | $258,901 | 0.13% |
| 53 | SELECT SECTOR SPDR TR | 81369Y803 | 912 | $257,056 | 0.13% |
| 54 | SEMPRA | SREA | 2,731 | $245,735 | 0.12% |
| 55 | UNILEVER PLC | UNLYF | 3,900 | $231,192 | 0.11% |
| 56 | VISA INC | V | 670 | $228,725 | 0.11% |
| 57 | PROCTER AND GAMBLE CO | 742718109 | 1,445 | $222,024 | 0.11% |
| 58 | NETFLIX INC | NFLX | 185 | $221,800 | 0.11% |
| 59 | SCHWAB STRATEGIC TR | 808524102 | 8,546 | $219,727 | 0.11% |
| 60 | ISHARES INC | 464286426 | 2,328 | $213,594 | 0.10% |
| 61 | ISHARES TR | 464287150 | 1,409 | $205,221 | 0.10% |