13F HOLDINGS REPORT
NerdWallet Wealth Partners, LLC
Quarter ended Q4 2025 · Filed January 13, 2026 · Accession 0002079593-26-000003
Total Value
$223.1M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 109,007 | $74.6M | 33.42% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 392,153 | $24.4M | 10.96% |
| 3 | WISDOMTREE TR | WT | 222,243 | $19.5M | 8.76% |
| 4 | ISHARES TR | 464288679 | 136,198 | $15.0M | 6.72% |
| 5 | VANGUARD INDEX FDS | 922908769 | 38,420 | $12.9M | 5.77% |
| 6 | ISHARES TR | 464287457 | 111,643 | $9.2M | 4.14% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 347,118 | $9.2M | 4.13% |
| 8 | VANGUARD INDEX FDS | 922908363 | 8,676 | $5.4M | 2.43% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042858 | 81,200 | $4.4M | 1.95% |
| 10 | VANGUARD INDEX FDS | 922908611 | 15,867 | $3.4M | 1.50% |
| 11 | ISHARES TR | 464288513 | 36,731 | $3.0M | 1.33% |
| 12 | SPDR SERIES TRUST | 78468R796 | 4,099 | $2.8M | 1.25% |
| 13 | APPLE INC | AAPL | 9,539 | $2.6M | 1.16% |
| 14 | DIMENSIONAL ETF TRUST | 25434V708 | 62,617 | $2.5M | 1.11% |
| 15 | MICROSOFT CORP | MSFT | 4,584 | $2.2M | 0.99% |
| 16 | ISHARES INC | 464286533 | 31,912 | $1.7M | 0.78% |
| 17 | ALPHABET INC | GOOG | 5,000 | $1.6M | 0.70% |
| 18 | VANGUARD INDEX FDS | 922908553 | 16,778 | $1.5M | 0.67% |
| 19 | WISDOMTREE TR | WT | 67,921 | $1.4M | 0.64% |
| 20 | DIMENSIONAL ETF TRUST | 25434V609 | 23,466 | $1.4M | 0.63% |
| 21 | ISHARES TR | 464287507 | 20,022 | $1.3M | 0.59% |
| 22 | GOLUB CAP BDC INC | 38173M102 | 51,760 | $1.3M | 0.58% |
| 23 | ISHARES TR | 464287465 | 13,536 | $1.3M | 0.58% |
| 24 | ISHARES TR | 464287804 | 10,510 | $1.3M | 0.57% |
| 25 | META PLATFORMS INC | META | 1,762 | $1.2M | 0.52% |
| 26 | AMAZON COM INC | AMZN | 4,995 | $1.2M | 0.52% |
| 27 | ISHARES TR | 46436E338 | 13,116 | $1.1M | 0.51% |
| 28 | SPDR GOLD TR | GLD | 2,883 | $1.1M | 0.51% |
| 29 | NVIDIA CORPORATION | NVDA | 6,099 | $1.1M | 0.51% |
| 30 | CAPITAL GROUP INTERNATIONAL | 14021T102 | 30,306 | $984,945 | 0.44% |
| 31 | DIMENSIONAL ETF TRUST | 25434V807 | 18,783 | $937,272 | 0.42% |
| 32 | ISHARES TR | 46436E411 | 11,170 | $813,642 | 0.36% |
| 33 | WISDOMTREE TR | WT | 14,413 | $725,262 | 0.33% |
| 34 | DIMENSIONAL ETF TRUST | 25434V724 | 15,216 | $708,913 | 0.32% |
| 35 | VANGUARD SCOTTSDALE FDS | 92206C706 | 10,585 | $634,388 | 0.28% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,156 | $581,063 | 0.26% |
| 37 | ALPHABET INC | GOOG | 1,662 | $520,142 | 0.23% |
| 38 | JPMORGAN CHASE & CO. | VYLD | 1,553 | $500,269 | 0.22% |
| 39 | PACKAGING CORP AMER | 695156109 | 2,340 | $482,578 | 0.22% |
| 40 | SPDR SERIES TRUST | 78464A151 | 16,518 | $452,758 | 0.20% |
| 41 | DIMENSIONAL ETF TRUST | 25434V880 | 12,683 | $415,115 | 0.19% |
| 42 | ISHARES TR | 46435G425 | 2,639 | $393,175 | 0.18% |
| 43 | ISHARES TR | 464288653 | 3,647 | $370,759 | 0.17% |
| 44 | INVESCO QQQ TR | IVZ | 603 | $370,524 | 0.17% |
| 45 | ISHARES TR | 464287614 | 774 | $366,334 | 0.16% |
| 46 | VANGUARD BD INDEX FDS | 921937835 | 4,934 | $365,461 | 0.16% |
| 47 | TESLA INC | TSLA | 791 | $351,231 | 0.16% |
| 48 | BROADCOM INC | AVGO | 960 | $332,256 | 0.15% |
| 49 | ADOBE INC | ADBE | 797 | $278,942 | 0.13% |
| 50 | ISHARES TR | 464287598 | 1,293 | $271,970 | 0.12% |
| 51 | ISHARES TR | 46432F842 | 3,017 | $269,901 | 0.12% |
| 52 | RELX PLC | RLXXF | 6,656 | $269,035 | 0.12% |
| 53 | VANGUARD STAR FDS | 921909768 | 3,524 | $265,879 | 0.12% |
| 54 | SEMPRA | SREA | 2,731 | $241,120 | 0.11% |
| 55 | ISHARES BITCOIN TRUST ETF | IBIT | 4,807 | $238,668 | 0.11% |
| 56 | VISA INC | V | 665 | $233,222 | 0.10% |
| 57 | UNILEVER PLC | UNLYF | 3,466 | $226,676 | 0.10% |
| 58 | SCHWAB STRATEGIC TR | 808524102 | 8,632 | $226,427 | 0.10% |
| 59 | ISHARES TR | 464287150 | 1,501 | $223,184 | 0.10% |
| 60 | ISHARES INC | 464286426 | 2,328 | $218,878 | 0.10% |
| 61 | PROCTER AND GAMBLE CO | 742718109 | 1,413 | $202,497 | 0.09% |