Filed: 1/13/2026ACC: 0002079593-26-000003
📋 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 $223.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$223.10M
Total AUM (reported)
2.04M
Total Shares
Allocation by class
CORE S&P500 ETF$74.57M33.4%
VAN FTSE DEV MKT$24.45M11.0%
US LARGECAP DIVD$19.55M8.8%
TRUST ISHARE 0-1$15.00M6.7%
TOTAL STK MKT$12.88M5.8%
COM$10.79M4.8%
1 3 YR TREAS BD$9.25M4.1%
Portfolio Concentration
Top 3$118.56M53.1%
4–10$59.46M26.7%
11–25$27.02M12.1%
Rest$18.05M8.1%
Top 3 weight
53.1%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 2.04M
Sole
Full voting authority
2.04M
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
SOLEShares109.01K
TypeSH
Market value$74.57M
33.42%
Sole
109.01K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares392.15K
TypeSH
Market value$24.45M
10.96%
Sole
392.15K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares222.24K
TypeSH
Market value$19.55M
8.76%
Sole
222.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares136.20K
TypeSH
Market value$15.00M
6.72%
Sole
136.20K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares38.42K
TypeSH
Market value$12.88M
5.77%
Sole
38.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares111.64K
TypeSH
Market value$9.25M
4.14%
Sole
111.64K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares347.12K
TypeSH
Market value$9.20M
4.13%
Sole
347.12K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.68K
TypeSH
Market value$5.42M
2.43%
Sole
8.68K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares81.20K
TypeSH
Market value$4.36M
1.95%
Sole
81.20K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.87K
TypeSH
Market value$3.35M
1.50%
Sole
15.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.73K
TypeSH
Market value$2.96M
1.33%
Sole
36.73K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares4.10K
TypeSH
Market value$2.79M
1.25%
Sole
4.10K
Shared
0.00
None
0.00
APPLE INC
SOLEShares9.54K
TypeSH
Market value$2.59M
1.16%
Sole
9.54K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares62.62K
TypeSH
Market value$2.48M
1.11%
Sole
62.62K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.58K
TypeSH
Market value$2.22M
0.99%
Sole
4.58K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares31.91K
TypeSH
Market value$1.75M
0.78%
Sole
31.91K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5K
TypeSH
Market value$1.57M
0.70%
Sole
5K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares16.78K
TypeSH
Market value$1.48M
0.67%
Sole
16.78K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares67.92K
TypeSH
Market value$1.43M
0.64%
Sole
67.92K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares23.47K
TypeSH
Market value$1.40M
0.63%
Sole
23.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.02K
TypeSH
Market value$1.32M
0.59%
Sole
20.02K
Shared
0.00
None
0.00
GOLUB CAP BDC INC
SOLEShares51.76K
TypeSH
Market value$1.30M
0.58%
Sole
51.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.54K
TypeSH
Market value$1.30M
0.58%
Sole
13.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.51K
TypeSH
Market value$1.26M
0.57%
Sole
10.51K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.76K
TypeSH
Market value$1.16M
0.52%
Sole
1.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 109.01K | SH | $74.57M 33.42% | 109.01K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 392.15K | SH | $24.45M 10.96% | 392.15K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 222.24K | SH | $19.55M 8.76% | 222.24K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 136.20K | SH | $15.00M 6.72% | 136.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 38.42K | SH | $12.88M 5.77% | 38.42K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 111.64K | SH | $9.25M 4.14% | 111.64K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 347.12K | SH | $9.20M 4.13% | 347.12K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.68K | SH | $5.42M 2.43% | 8.68K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 81.20K | SH | $4.36M 1.95% | 81.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 15.87K | SH | $3.35M 1.50% | 15.87K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 36.73K | SH | $2.96M 1.33% | 36.73K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 4.10K | SH | $2.79M 1.25% | 4.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.54K | SH | $2.59M 1.16% | 9.54K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 62.62K | SH | $2.48M 1.11% | 62.62K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.58K | SH | $2.22M 0.99% | 4.58K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMERG MRKT | 31.91K | SH | $1.75M 0.78% | 31.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5K | SH | $1.57M 0.70% | 5K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 16.78K | SH | $1.48M 0.67% | 16.78K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | ENHNCD CMMDTY ST | 67.92K | SH | $1.43M 0.64% | 67.92K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 23.47K | SH | $1.40M 0.63% | 23.47K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 20.02K | SH | $1.32M 0.59% | 20.02K | 0.00 | 0.00 |
GOLUB CAP BDC INCSOLE | COM | 51.76K | SH | $1.30M 0.58% | 51.76K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 13.54K | SH | $1.30M 0.58% | 13.54K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 10.51K | SH | $1.26M 0.57% | 10.51K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.76K | SH | $1.16M 0.52% | 1.76K | 0.00 | 0.00 |
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