Data as of Q4 2025 (Dec 31, 2025)

NerdWallet Wealth Partners, LLC

•CIK: 2079593•Filing: Q4 2025

**NerdWallet Wealth Partners, LLC** manages $223M across a diversified portfolio of 61 positions. The strategy exhibits a strong global equity tilt, anchored by significant allocations to broad market indices such as IVV ($74.6M) and VEA ($24.4M). Notable holdings also include sector-specific exposure via DLN ($19.5M) and SHV ($15.0M). The concentration suggests a disciplined, core-satellite approach emphasizing established, liquid market leaders.

Total AUM
$223.1M
QoQ Performance
+9.4%
Positions
35
Top 10 Concentration
79.8%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
VEA
DLN
SHV
VTI
IVV33.4%
VEA11.0%
DLN8.8%
SHV6.7%
VTI5.8%
SHY4.1%
CGCB4.1%
VOO2.4%

📈 Biggest Buys

IVV
ISHARES TR
+10.1%
33.4% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+12.9%
11.0% of portfolio
AAPL
APPLE INC
NEW
1.2% of portfolio
DLN
WISDOMTREE TR
+10.0%
8.8% of portfolio
CGCB
CAPITAL GRP FIXED INCM ETF T
+20.9%
4.1% of portfolio

📉 Biggest Sells

SPYX
SPDR SERIES TRUST
-3.7%
1.3% of portfolio
USFR
WISDOMTREE TR
-10.3%
0.3% of portfolio
TLTW
ISHARES TR
-6.6%
0.5% of portfolio
VTI
VANGUARD INDEX FDS
-0.3%
5.8% of portfolio
EEMV
ISHARES INC
-1.6%
0.8% of portfolio

Sector Breakdown

Other58.5%
ETF35.9%
Technology4.4%
Consumer0.7%
Financial0.6%

🚪 Exited Positionssold since Q3 2025

APLE
APPLE HOSPITALITY REIT INC
SOLD
$2.5M
XLK
SELECT SECTOR SPDR TR
SOLD
$257.1K
UL
UNILEVER PLC
SOLD
$231.2K
NFLX
NETFLIX INC
SOLD
$221.8K

Changes from Q3 2025

NEW4 new positions
↑26 increased
↓18 decreased

Historical Filings

Q4 2025Q3 2025

📌 Top Holdings

IVV33.4%
ISHARES TR
$74.6M
VEA11.0%
VANGUARD TAX-MANAGED FDS
$24.4M
DLN8.8%
WISDOMTREE TR
$19.5M
SHV6.7%
ISHARES TR
$15.0M
VTI5.8%
VANGUARD INDEX FDS
$12.9M

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