§ 13F · FUND PROFILE
NerdWallet Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 61Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$223.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 109K | $74.6T | 33.4% | NEW |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 392K | $24.4T | 11.0% | NEW |
| 3 | DLN | WISDOMTREE TR | 222K | $19.5T | 8.8% | NEW |
| 4 | SHV | ISHARES TR | 136K | $15.0T | 6.7% | NEW |
| 5 | VTI | VANGUARD INDEX FDS | 38K | $12.9T | 5.8% | NEW |
| 6 | SHY | ISHARES TR | 112K | $9.2T | 4.1% | NEW |
| 7 | CGCB | CAPITAL GRP FIXED INCM ETF T | 347K | $9.2T | 4.1% | NEW |
| 8 | VOO | VANGUARD INDEX FDS | 9K | $5.4T | 2.4% | NEW |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 81K | $4.4T | 2.0% | NEW |
| 10 | VBR | VANGUARD INDEX FDS | 16K | $3.4T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NERDWALLET SIGNAL
AC read
NerdWallet Wealth Partners, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed