Nerd Wallet Wealth Partners, LLC New Holdings in Q3 2025

Nerd Wallet Wealth Partners, LLC

  • $204 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
99K
New
$620.67 - $670.08 $61.5M - $66.4M
99K $66.2B
VEA
Vanguard Ftse Developed Market

ETFs
347K
New
$56.02 - $60.3 $19.5M - $20.9M
347K $20.8B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
202K
New
$82.42 - $87.03 $16.7M - $17.6M
202K $17.6B
SHV
Ishares Tr

ETFs
136K
New
$110.06 - $110.49 $15M - $15M
136K $15B
VTI
Vanguard Total Stock Market Et

ETFs
38.5K
New
$303.93 - $329.86 $11.7M - $12.7M
38.5K $12.6B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
110K
New
$82.38 - $83.0 $9.1M - $9.17M
110K $9.17B
Capital Grp Fixed Incm ETF T
287K
New
N/A
287K $7.63B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.65K
New
$567.77 - $614.76 $4.91M - $5.32M
8.65K $5.28B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
70.1K
New
$49.43 - $54.52 $3.46M - $3.82M
70.1K $3.79B
VBR
Vanguard Small Cap Value ETF

ETFs
15.8K
New
$195.41 - $212.37 $3.09M - $3.36M
15.8K $3.29B
HYG
Ishares Tr

ETFs
33.1K
New
$79.85 - $81.32 $2.65M - $2.69M
33.1K $2.69B
APLE
Apple Hospitality Reit, Inc.

Real Estate
9.72K
New
$11.53 - $13.17 $112K - $128K
9.72K $2.47B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
62.6K
New
$36.04 - $38.78 $2.26M - $2.43M
62.6K $2.42B
MSFT
Microsoft Corp

Technology
4.6K
New
$491.09 - $535.64 $2.26M - $2.46M
4.6K $2.38B
EEMV
Ishares Msci Emerging Markets

ETFs
32.4K
New
$61.94 - $64.63 $2.01M - $2.1M
32.4K $1.73B
VNQ
Vanguard Specialized Funds Van

ETFs
16.7K
New
$88.47 - $93.24 $1.48M - $1.56M
16.7K $1.53B
DFAT
Dimensional ETF Tr U S Target

ETFs
23.5K
New
$53.36 - $59.69 $1.25M - $1.4M
23.5K $1.37B
META
Meta Platforms, Inc.

Communication Services
1.77K
New
$695.21 - $791.73 $1.23M - $1.4M
1.77K $1.3B
GBDC
Golub Capital Bdc, Inc.

Financial Services
51.8K
New
$13.69 - $15.48 $709K - $801K
51.8K $1.3B
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.8K
New
$87.29 - $93.61 $1.2M - $1.29M
13.8K $1.28B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
14K
New
N/A
14K $1.25B
GOOG
Alphabet Inc.

Communication Services
4.98K
New
$175.16 - $255.24 $873K - $1.27M
4.98K $1.21B
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
56.1K
New
$19.9 - $21.46 $1.12M - $1.2M
56.1K $1.2B
AMZN
Amazon Com Inc

Consumer Cyclical
5.1K
New
$211.65 - $238.24 $1.08M - $1.22M
5.1K $1.12B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.7K
New
$62.09 - $66.51 $1.04M - $1.11M
16.7K $1.09B
GLD
Spdr Gold Trust

ETFs
2.91K
New
$300.96 - $355.47 $875K - $1.03M
2.91K $1.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.41K
New
$108.46 - $120.63 $912K - $1.01M
8.41K $999M
NVDA
Nvidia Corp

Technology
5.26K
New
$153.3 - $186.58 $807K - $982K
5.26K $982M
DFIV
Dimensional ETF Tr

ETFs
18.8K
New
$42.66 - $46.53 $801K - $874K
18.8K $866M
PABU
Ishares Tr Ishares Paris Align

ETFs
11.3K
New
$66.62 - $72.07 $756K - $817K
11.3K $814M
USFR
Wisdomtree Floating Rate Treas

ETFs
16.1K
New
$50.23 - $50.48 $807K - $811K
16.1K $808M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
15.2K
New
$41.91 - $44.87 $638K - $683K
15.2K $680M
VGIT
Vanguard Intermediate Term Tre

ETFs
10.9K
New
$58.97 - $60.36 $644K - $659K
10.9K $655M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.16K
New
$459.11 - $506.91 $532K - $587K
1.16K $582M
PKG
Packaging Corp Of America

Consumer Cyclical
2.34K
New
$191.41 - $220.25 $448K - $515K
2.34K $510M
JPM
Jpmorgan Chase & CO

Financial Services
1.57K
New
$282.78 - $316.06 $443K - $495K
1.57K $494M
IBND
Spdr Bloomberg International C

ETFs
16.5K
New
$31.45 - $32.68 $519K - $540K
16.5K $460M
GOOGL
Alphabet Inc.

Communication Services
1.66K
New
$174.36 - $254.72 $289K - $422K
1.66K $402M
DFAX
Dimensional ETF Tr
12.7K
New
$29.25 - $31.56 $371K - $400K
12.7K $398M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.6K
New
$134.94 - $145.86 $351K - $380K
2.6K $379M
IWF
Ishares Russell 1000 Gr ETF

ETFs
774
New
$420.11 - $472.68 $325K - $366K
774 $363M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.82K
New
$72.57 - $74.72 $350K - $360K
4.82K $359M
TSLA
Tesla, Inc.

Consumer Cyclical
792
New
$293.94 - $444.72 $233K - $352K
792 $352M
QQQ
Invesco Qqq Trust, Series 1

ETFs
572
New
$546.99 - $602.2 $313K - $344K
572 $344M
RELX
Relx PLC

Communication Services
6.66K
New
$45.13 - $54.19 $300K - $361K
6.66K $318M
AVGO
Broadcom Inc.

Technology
963
New
$264.74 - $369.57 $255K - $356K
963 $318M
Ishares Bitcoin Trust ETF
4.8K
New
N/A
4.8K $312M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.66K
New
$98.52 - $103.93 $262K - $277K
2.66K $274M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.29K
New
$192.76 - $203.86 $249K - $264K
1.29K $263M
Activity Summary
Buys All Purchases 61 New Holdings 61 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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