Filed: 11/13/2025ACC: 0002079593-25-000001
📋 What this filing means
NERDWALLET WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $203.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$203.98M
Total AUM (reported)
1.85M
Total Shares
Allocation by class
CORE S&P500 ETF$66.21M32.5%
VAN FTSE DEV MKT$20.77M10.2%
US LARGECAP DIVD$17.56M8.6%
SHORT TREAS BD$15.04M7.4%
TOTAL STK MKT$12.65M6.2%
1 3 YR TREAS BD$9.17M4.5%
COM$8.15M4.0%
Portfolio Concentration
Top 3$104.55M51.3%
4–10$56.84M27.9%
11–25$25.98M12.7%
Rest$16.62M8.1%
Top 3 weight
51.3%
Top 10 weight
79.1%
Voting Authority Distribution
Total shares with voting rights: 1.85M
Sole
Full voting authority
1.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:
ISHARES TR
SOLEShares99.05K
TypeSH
Market value$66.21M
32.46%
Sole
99.05K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares347.21K
TypeSH
Market value$20.77M
10.18%
Sole
347.21K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares202.11K
TypeSH
Market value$17.56M
8.61%
Sole
202.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares136.14K
TypeSH
Market value$15.04M
7.37%
Sole
136.14K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares38.54K
TypeSH
Market value$12.65M
6.20%
Sole
38.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares110.49K
TypeSH
Market value$9.17M
4.49%
Sole
110.49K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares287.16K
TypeSH
Market value$7.63M
3.74%
Sole
287.16K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.65K
TypeSH
Market value$5.28M
2.59%
Sole
8.65K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares70.07K
TypeSH
Market value$3.79M
1.86%
Sole
70.07K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.80K
TypeSH
Market value$3.29M
1.61%
Sole
15.80K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares4.26K
TypeSH
Market value$2.71M
1.33%
Sole
4.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.13K
TypeSH
Market value$2.69M
1.32%
Sole
33.13K
Shared
0.00
None
0.00
APPLE HOSPITALITY REIT INC
SOLEShares9.72K
TypeSH
Market value$2.47M
1.21%
Sole
9.72K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares62.62K
TypeSH
Market value$2.42M
1.18%
Sole
62.62K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.60K
TypeSH
Market value$2.38M
1.17%
Sole
4.60K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares32.44K
TypeSH
Market value$1.73M
0.85%
Sole
32.44K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares16.71K
TypeSH
Market value$1.53M
0.75%
Sole
16.71K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares23.47K
TypeSH
Market value$1.37M
0.67%
Sole
23.47K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.77K
TypeSH
Market value$1.30M
0.64%
Sole
1.77K
Shared
0.00
None
0.00
GOLUB CAP BDC INC
SOLEShares51.76K
TypeSH
Market value$1.30M
0.64%
Sole
51.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.76K
TypeSH
Market value$1.28M
0.63%
Sole
13.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.04K
TypeSH
Market value$1.25M
0.61%
Sole
14.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.98K
TypeSH
Market value$1.21M
0.59%
Sole
4.98K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares56.14K
TypeSH
Market value$1.20M
0.59%
Sole
56.14K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.10K
TypeSH
Market value$1.12M
0.55%
Sole
5.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 99.05K | SH | $66.21M 32.46% | 99.05K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 347.21K | SH | $20.77M 10.18% | 347.21K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 202.11K | SH | $17.56M 8.61% | 202.11K | 0.00 | 0.00 |
ISHARES TRSOLE | SHORT TREAS BD | 136.14K | SH | $15.04M 7.37% | 136.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 38.54K | SH | $12.65M 6.20% | 38.54K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 110.49K | SH | $9.17M 4.49% | 110.49K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 287.16K | SH | $7.63M 3.74% | 287.16K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.65K | SH | $5.28M 2.59% | 8.65K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 70.07K | SH | $3.79M 1.86% | 70.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 15.80K | SH | $3.29M 1.61% | 15.80K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | SPDR S&P 500 ETF | 4.26K | SH | $2.71M 1.33% | 4.26K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 33.13K | SH | $2.69M 1.32% | 33.13K | 0.00 | 0.00 |
APPLE HOSPITALITY REIT INCSOLE | COM NEW | 9.72K | SH | $2.47M 1.21% | 9.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 62.62K | SH | $2.42M 1.18% | 62.62K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.60K | SH | $2.38M 1.17% | 4.60K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMERG MRKT | 32.44K | SH | $1.73M 0.85% | 32.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 16.71K | SH | $1.53M 0.75% | 16.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 23.47K | SH | $1.37M 0.67% | 23.47K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.77K | SH | $1.30M 0.64% | 1.77K | 0.00 | 0.00 |
GOLUB CAP BDC INCSOLE | COM | 51.76K | SH | $1.30M 0.64% | 51.76K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 13.76K | SH | $1.28M 0.63% | 13.76K | 0.00 | 0.00 |
ISHARES TRSOLE | 20+ YEAR TR BD | 14.04K | SH | $1.25M 0.61% | 14.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.98K | SH | $1.21M 0.59% | 4.98K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | ENHNCD CMMDTY ST | 56.14K | SH | $1.20M 0.59% | 56.14K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.10K | SH | $1.12M 0.55% | 5.10K | 0.00 | 0.00 |
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