Nerd Wallet Wealth Partners, LLC Portfolio Holdings by Sector

Nerd Wallet Wealth Partners, LLC

$223 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VEA DLN SHV SHY VOO VWO VBR 36 stocks	$183 Million 86.72% of portfolio	21	7	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$12.9 Million 6.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$3.25 Million 1.54% of portfolio	2	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.59 Million 1.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$2.5 Million 1.18% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.47 Million 0.7% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services GBDC 1 stocks	$1.3 Million 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.15 Million 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$581,063 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts

Banks—Diversified \| Financial Services JPM 1 stocks	$500,269 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG 1 stocks	$482,578 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$351,231 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Publishing \| Communication Services RELX 1 stocks	$269,035 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$241,120 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$233,222 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$202,497 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts

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