Nerd Wallet Wealth Partners, LLC Reduced Holdings in Q4 2025

Nerd Wallet Wealth Partners, LLC

  • $223 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-17
- 0.37%
$496.82 - $542.07 $8.45K - $9.22K
4.58K $2.22B
META
Meta Platforms, Inc.

Communication Services
-11
- 0.62%
$609.01 - $751.67 $6.7K - $8.27K
1.76K $1.16B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-921
- 6.56%
N/A
13.1K $1.14B
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.66K
- 10.32%
$50.24 - $50.4 $83.3K - $83.6K
14.4K $725M
VGIT
Vanguard Intermediate Term Tre

ETFs
-331
- 3.03%
$59.84 - $60.54 $19.8K - $20K
10.6K $634M
PG
Procter & Gamble CO

Consumer Defensive
-32
- 2.21%
$145.5 - $153.18 $4.66K - $4.9K
1.41K $202M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.17%
$475.68 - $513.11 $951 - $1.03K
1.16K $581M
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.13%
$401.99 - $468.37 $402 - $468
791 $351M
PABU
Ishares Tr Ishares Paris Align

ETFs
-171
- 1.51%
$70.78 - $74.5 $12.1K - $12.7K
11.2K $814M
V
Visa Inc.

Financial Services
-5
- 0.75%
$325.75 - $352.42 $1.63K - $1.76K
665 $233M
EEMV
Ishares Msci Emerging Markets

ETFs
-528
- 1.63%
$62.97 - $65.76 $33.2K - $34.7K
31.9K $1.75B
AVGO
Broadcom Inc.

Technology
-3
- 0.31%
$324.63 - $385.98 $974 - $1.16K
960 $332M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-222
- 1.61%
$92.24 - $96.56 $20.5K - $21.4K
13.5K $1.3B
AMZN
Amazon Com Inc

Consumer Cyclical
-107
- 2.1%
$213.04 - $254.0 $22.8K - $27.2K
5K $1.15B
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-158
- 3.71%
$53.81 - $56.64 $8.5K - $8.95K
4.1K $2.79B
GLD
Spdr Gold Trust

ETFs
-24
- 0.83%
$354.79 - $403.15 $8.51K - $9.68K
2.88K $1.14B
VTI
Vanguard Total Stock Market Et

ETFs
-119
- 0.31%
$321.8 - $337.95 $38.3K - $40.2K
38.4K $12.9B
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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