Nerd Wallet Wealth Partners, LLC Portfolio Holdings

Nerd Wallet Wealth Partners, LLC

$204 Billion
Q3 2025

Nerd Wallet Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $204 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $66.2B, Vanguard Ftse Developed Market with a value of $20.8B, Wisdomtree Tr U.S Largecap Div with a value of $17.6B, Ishares Tr with a value of $15B, and Vanguard Total Stock Market Et with a value of $12.6B.

Examining the 13F form we can see an increase of $204B in the current position value.

Nerd Wallet Wealth Partners, LLC is based out at New York, NY

Below you can find more details about Nerd Wallet Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion

ETFs: $179 Billion

Technology: $3.68 Billion

Communication Services: $3.46 Billion

Financial Services: $2.61 Billion

Real Estate: $2.47 Billion

Consumer Cyclical: $1.98 Billion

Consumer Defensive: $453 Million

Utilities: $246 Million

Other: $0

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$66.2 Billion 32.46% of portfolio	99,045	Q3 2025 New
VEA Vanguard Ftse Developed Market ETFs	$0	$20.8 Billion 10.18% of portfolio	347,207	Q3 2025 New
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$17.6 Billion 8.61% of portfolio	202,113	Q3 2025 New
SHV Ishares Tr ETFs	$0	$15 Billion 7.37% of portfolio	136,144	Q3 2025 New
VTI Vanguard Total Stock Market Et ETFs	$0	$12.6 Billion 6.2% of portfolio	38,539	Q3 2025 New
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$9.17 Billion 4.49% of portfolio	110,486	Q3 2025 New
Capital Grp Fixed Incm ETF T	-	$7.63 Billion 3.74% of portfolio	-	Q3 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$5.28 Billion 2.59% of portfolio	8,646	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$3.79 Billion 1.86% of portfolio	70,071	Q3 2025 New
VBR Vanguard Small Cap Value ETF ETFs	$0	$3.29 Billion 1.61% of portfolio	15,798	Q3 2025 New
SPYX Spdr S&P 500 Fossil Fuel Reser ETFs	$0	$2.71 Billion 1.33% of portfolio	4,257	Q3 2025 New
HYG Ishares Tr ETFs	$0	$2.69 Billion 1.32% of portfolio	33,133	Q3 2025 New
APLE Apple Hospitality Reit, Inc. Real Estate	$2.69B	$2.47 Billion 1.21% of portfolio	9,719	Q3 2025 New
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.42 Billion 1.18% of portfolio	62,617	Q3 2025 New
MSFT Microsoft Corp Technology	$3.8T	$2.38 Billion 1.17% of portfolio	4,601	Q3 2025 New
EEMV Ishares Msci Emerging Markets ETFs	$0	$1.73 Billion 0.85% of portfolio	32,440	Q3 2025 New
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.53 Billion 0.75% of portfolio	16,707	Q3 2025 New
DFAT Dimensional ETF Tr U S Target ETFs	$0	$1.37 Billion 0.67% of portfolio	23,466	Q3 2025 New
GBDC Golub Capital Bdc, Inc. Financial Services	$2.37B	$1.3 Billion 0.64% of portfolio	51,760	Q3 2025 New
META Meta Platforms, Inc. Communication Services	$1.37T	$1.3 Billion 0.64% of portfolio	1,773	Q3 2025 New
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.28 Billion 0.63% of portfolio	13,758	Q3 2025 New
TLTW Ishares Tr 20+ Yr Treas Bd Buy	-	$1.25 Billion 0.61% of portfolio	-	Q3 2025 New
GCC Wisdom Tree Continuous Commodity Index Fund ETFs	$97.6M	$1.2 Billion 0.59% of portfolio	56,140	Q3 2025 New
GOOG Alphabet Inc. Communication Services	$1.69T	$1.21 Billion 0.59% of portfolio	4,983	Q3 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$1.12 Billion 0.55% of portfolio	5,102	Q3 2025 New
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.09 Billion 0.53% of portfolio	16,685	Q3 2025 New
GLD Spdr Gold Trust ETFs	$130B	$1.03 Billion 0.51% of portfolio	2,907	Q3 2025 New
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$999 Million 0.49% of portfolio	8,412	Q3 2025 New
NVDA Nvidia Corp Technology	$474B	$982 Million 0.48% of portfolio	5,264	Q3 2025 New
DFIV Dimensional ETF Tr ETFs	$0	$866 Million 0.42% of portfolio	18,775	Q3 2025 New
PABU Ishares Tr Ishares Paris Align ETFs	$0	$814 Million 0.4% of portfolio	11,341	Q3 2025 New
USFR Wisdomtree Floating Rate Treas ETFs	$0	$808 Million 0.4% of portfolio	16,071	Q3 2025 New
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$680 Million 0.33% of portfolio	15,216	Q3 2025 New
VGIT Vanguard Intermediate Term Tre ETFs	$0	$655 Million 0.32% of portfolio	10,916	Q3 2025 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$582 Million 0.29% of portfolio	1,158	Q3 2025 New
PKG Packaging Corp Of America Consumer Cyclical	$18.5B	$510 Million 0.25% of portfolio	2,340	Q3 2025 New
JPM Jpmorgan Chase & CO Financial Services	$891B	$494 Million 0.24% of portfolio	1,565	Q3 2025 New
IBND Spdr Bloomberg International C ETFs	$0	$460 Million 0.23% of portfolio	16,518	Q3 2025 New
DFAX Dimensional ETF Tr	$0	$398 Million 0.2% of portfolio	12,683	Q3 2025 New
GOOGL Alphabet Inc. Communication Services	$1.65T	$402 Million 0.2% of portfolio	1,655	Q3 2025 New
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$379 Million 0.19% of portfolio	2,603	Q3 2025 New
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$359 Million 0.18% of portfolio	4,823	Q3 2025 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$363 Million 0.18% of portfolio	774	Q3 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$344 Million 0.17% of portfolio	572	Q3 2025 New
TSLA Tesla, Inc. Consumer Cyclical	$1.28T	$352 Million 0.17% of portfolio	792	Q3 2025 New
AVGO Broadcom Inc. Technology	$139B	$318 Million 0.16% of portfolio	963	Q3 2025 New
RELX Relx PLC Communication Services	$79.2B	$318 Million 0.16% of portfolio	6,656	Q3 2025 New
Ishares Bitcoin Trust ETF	-	$312 Million 0.15% of portfolio	-	Q3 2025 New
IWD Ishares Russell 1000 Val ETF ETFs	$0	$263 Million 0.13% of portfolio	1,293	Q3 2025 New
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$274 Million 0.13% of portfolio	2,662	Q3 2025 New

Summary

Portfolio
No. of Stocks 61
Current Value $204 Billion
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 61 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Nerd Wallet Wealth Partners, LLC Portfolio Holdings