The Analysis of NerdWallet Wealth Partners, LLC's Holdings

Currently, NerdWallet Wealth Partners, LLC holds 61 types of securities in its portfolio with a total value $223.1M. In the most recent quarter, they have increased their positions in IVV (+10.0K shares, valued at $6.8M), VEA (+44.9K shares, valued at $2.8M), AAPL (+9.5K shares, valued at $2.6M); decreased their positions in SPYX (-158 shares, valued at $107.7K), USFR (-1.7K shares, valued at $83.4K), TLTW (-921 shares, valued at $80.3K); initiated new positions in AAPL (+9.5K shares, valued at $2.6M), CGIC (+30.3K shares, valued at $984.9K), ADBE (+797 shares, valued at $278.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR109.0K shares10.06%2025-12-312026-01-13

VEA VANGUARD TAX-MANAGED FDS392.2K shares12.95%2025-12-312026-01-13

DLN WISDOMTREE TR222.2K shares9.96%2025-12-312026-01-13

SHV ISHARES TR136.2K shares0.04%2025-12-312026-01-13

VTI VANGUARD INDEX FDS38.4K shares-0.31%2025-12-312026-01-13

SHY ISHARES TR111.6K shares1.05%2025-12-312026-01-13

CGCB CAPITAL GRP FIXED INCM ETF T347.1K shares20.88%2025-12-312026-01-13

VANGUARD INDEX FDS VANGUARD INDEX FDS8.7K shares0.35%2025-12-312026-01-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F81.2K shares15.88%2025-12-312026-01-13

VBR VANGUARD INDEX FDS15.9K shares0.44%2025-12-312026-01-13

HYG ISHARES TR36.7K shares10.86%2025-12-312026-01-13

SPYX SPDR SERIES TRUST4.1K shares-3.71%2025-12-312026-01-13

AAPL APPLE INC9.5K sharesnew addition2025-12-312026-01-13

DFAC DIMENSIONAL ETF TRUST62.6K shares0.00%2025-12-312026-01-13

MSFT MICROSOFT CORP4.6K shares-0.37%2025-12-312026-01-13

EEMV ISHARES INC31.9K shares-1.63%2025-12-312026-01-13

Sponsored

ALPHABET INC ALPHABET INC5.0K shares0.34%2025-12-312026-01-13

VNQ VANGUARD INDEX FDS16.8K shares0.42%2025-12-312026-01-13

GCC WISDOMTREE TR67.9K shares20.99%2025-12-312026-01-13

DFAT DIMENSIONAL ETF TRUST23.5K shares0.00%2025-12-312026-01-13

IJH ISHARES TR20.0K shares20.00%2025-12-312026-01-13

GBDC GOLUB CAP BDC INC51.8K shares0.00%2025-12-312026-01-13

EFA ISHARES TR13.5K shares-1.61%2025-12-312026-01-13

IJR ISHARES TR10.5K shares24.94%2025-12-312026-01-13

Sponsored

META META PLATFORMS INC1.8K shares-0.62%2025-12-312026-01-13

AMZN AMAZON COM INC5.0K shares-2.10%2025-12-312026-01-13

TLTW ISHARES TR13.1K shares-6.56%2025-12-312026-01-13

GLD SPDR GOLD TR2.9K shares-0.83%2025-12-312026-01-13

NVDA NVIDIA CORPORATION6.1K shares15.86%2025-12-312026-01-13

CGIC CAPITAL GROUP INTERNATIONAL30.3K sharesnew addition2025-12-312026-01-13

DFIV DIMENSIONAL ETF TRUST18.8K shares0.04%2025-12-312026-01-13

PABU ISHARES TR11.2K shares-1.51%2025-12-312026-01-13

Sponsored

USFR WISDOMTREE TR14.4K shares-10.32%2025-12-312026-01-13

DFUV DIMENSIONAL ETF TRUST15.2K shares0.00%2025-12-312026-01-13

VGIT VANGUARD SCOTTSDALE FDS10.6K shares-3.03%2025-12-312026-01-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares-0.17%2025-12-312026-01-13

ALPHABET INC ALPHABET INC1.7K shares0.42%2025-12-312026-01-13

JPM JPMORGAN CHASE & CO.1.6K shares-0.77%2025-12-312026-01-13

PKG PACKAGING CORP AMER2.3K shares0.00%2025-12-312026-01-13

IBND SPDR SERIES TRUST16.5K shares0.00%2025-12-312026-01-13

Sponsored

DFAX DIMENSIONAL ETF TRUST12.7K shares0.00%2025-12-312026-01-13

ESGU ISHARES TR2.6K shares1.38%2025-12-312026-01-13

TLH ISHARES TR3.6K shares37.00%2025-12-312026-01-13

INVESCO QQQ TR INVESCO QQQ TR603 shares5.42%2025-12-312026-01-13

IWF ISHARES TR774 shares0.00%2025-12-312026-01-13

BND VANGUARD BD INDEX FDS4.9K shares2.30%2025-12-312026-01-13

TSLA TESLA INC791 shares-0.13%2025-12-312026-01-13

BROADCOM INC BROADCOM INC960 shares-0.31%2025-12-312026-01-13

Sponsored

ADBE ADOBE INC797 sharesnew addition2025-12-312026-01-13

IWD ISHARES TR1.3K shares0.00%2025-12-312026-01-13

IEFA ISHARES TR3.0K shares0.10%2025-12-312026-01-13

RELX RELX PLC6.7K shares0.00%2025-12-312026-01-13

VXUS VANGUARD STAR FDS3.5K shares0.00%2025-12-312026-01-13

SRE SEMPRA2.7K shares0.00%2025-12-312026-01-13

IBIT ISHARES BITCOIN TRUST ETF4.8K shares0.08%2025-12-312026-01-13

V VISA INC665 shares-0.75%2025-12-312026-01-13

Sponsored

UNILEVER PLC UNILEVER PLC3.5K sharesnew addition2025-12-312026-01-13

SCHB SCHWAB STRATEGIC TR8.6K shares1.01%2025-12-312026-01-13

ITOT ISHARES TR1.5K shares6.53%2025-12-312026-01-13

EEMA ISHARES INC2.3K shares0.00%2025-12-312026-01-13

PG PROCTER AND GAMBLE CO1.4K shares-2.21%2025-12-312026-01-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available