Nerd Wallet Wealth Partners, LLC Portfolio Holdings by Sector

Nerd Wallet Wealth Partners, LLC

$204 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VEA DLN SHV SHY VOO VWO VBR 37 stocks	$167 Million 85.83% of portfolio	37	-	37	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$12.6 Million 6.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$2.92 Million 1.5% of portfolio	3	-	3	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate APLE 1 stocks	$2.47 Million 1.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2.38 Million 1.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services GBDC 1 stocks	$1.3 Million 0.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.3 Million 0.67% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.12 Million 0.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$582,173 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG 1 stocks	$509,956 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$493,512 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL PG 2 stocks	$453,216 0.23% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$352,218 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Publishing \| Communication Services RELX 1 stocks	$317,891 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$245,735 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$228,725 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$221,800 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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