Nerd Wallet Wealth Partners, LLC Portfolio Holdings

Nerd Wallet Wealth Partners, LLC

  • $223 Billion
  • Q4 2025

Nerd Wallet Wealth Partners, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $223 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 $74.6B, Vanguard Ftse Developed Market with a value of $24.4B, Wisdomtree Tr U.S Largecap Div with a value of $19.5B, Ishares Tr with a value of $15B, and Vanguard Total Stock Market Et with a value of $12.9B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $204B to 223B.

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 $223 Billion
ETFs: $196 Billion
Technology: $6.56 Billion
Communication Services: $3.52 Billion
Financial Services: $2.62 Billion
Consumer Cyclical: $1.99 Billion
Utilities: $241 Million
Consumer Defensive: $202 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $223 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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