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 $204.0M. In the most recent quarter, they have increased their positions in IVV (+99.0K shares, valued at $66.2M), VEA (+347.2K shares, valued at $20.8M), DLN (+202.1K shares, valued at $17.6M); initiated new positions in IVV (+99.0K shares, valued at $66.2M), VEA (+347.2K shares, valued at $20.8M), DLN (+202.1K shares, valued at $17.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR99.0K sharesnew addition2025-09-302025-11-13
VEA VANGUARD TAX-MANAGED FDS347.2K sharesnew addition2025-09-302025-11-13 DLN WISDOMTREE TR202.1K sharesnew addition2025-09-302025-11-13 SHV ISHARES TR136.1K sharesnew addition2025-09-302025-11-13 VTI VANGUARD INDEX FDS38.5K sharesnew addition2025-09-302025-11-13 SHY ISHARES TR110.5K sharesnew addition2025-09-302025-11-13 CGCB CAPITAL GRP FIXED INCM ETF T287.2K sharesnew addition2025-09-302025-11-13 VOO VANGUARD INDEX FDS8.6K sharesnew addition2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F70.1K sharesnew addition2025-09-302025-11-13 VBR VANGUARD INDEX FDS15.8K sharesnew addition2025-09-302025-11-13 SPYX SPDR SERIES TRUST4.3K sharesnew addition2025-09-302025-11-13 HYG ISHARES TR33.1K sharesnew addition2025-09-302025-11-13 APLE APPLE HOSPITALITY REIT INC9.7K sharesnew addition2025-09-302025-11-13 DFAC DIMENSIONAL ETF TRUST62.6K sharesnew addition2025-09-302025-11-13 MSFT MICROSOFT CORP4.6K sharesnew addition2025-09-302025-11-13 EEMV ISHARES INC32.4K sharesnew addition2025-09-302025-11-13 VNQ VANGUARD INDEX FDS16.7K sharesnew addition2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST23.5K sharesnew addition2025-09-302025-11-13 META META PLATFORMS INC1.8K sharesnew addition2025-09-302025-11-13 GBDC GOLUB CAP BDC INC51.8K sharesnew addition2025-09-302025-11-13 EFA ISHARES TR13.8K sharesnew addition2025-09-302025-11-13 TLTW ISHARES TR14.0K sharesnew addition2025-09-302025-11-13 GOOG ALPHABET INC5.0K sharesnew addition2025-09-302025-11-13 GCC WISDOMTREE TR56.1K sharesnew addition2025-09-302025-11-13 AMZN AMAZON COM INC5.1K sharesnew addition2025-09-302025-11-13 IJH ISHARES TR16.7K sharesnew addition2025-09-302025-11-13 GLD SPDR GOLD TR2.9K sharesnew addition2025-09-302025-11-13 IJR ISHARES TR8.4K sharesnew addition2025-09-302025-11-13 NVDA NVIDIA CORPORATION5.3K sharesnew addition2025-09-302025-11-13 DFIV DIMENSIONAL ETF TRUST18.8K sharesnew addition2025-09-302025-11-13 PABU ISHARES TR11.3K sharesnew addition2025-09-302025-11-13 USFR WISDOMTREE TR16.1K sharesnew addition2025-09-302025-11-13 DFUV DIMENSIONAL ETF TRUST15.2K sharesnew addition2025-09-302025-11-13 VGIT VANGUARD SCOTTSDALE FDS10.9K sharesnew addition2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K sharesnew addition2025-09-302025-11-13 PKG PACKAGING CORP AMER2.3K sharesnew addition2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.1.6K sharesnew addition2025-09-302025-11-13 IBND SPDR SERIES TRUST16.5K sharesnew addition2025-09-302025-11-13 GOOGL ALPHABET INC1.7K sharesnew addition2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST12.7K sharesnew addition2025-09-302025-11-13 ESGU ISHARES TR2.6K sharesnew addition2025-09-302025-11-13 IWF ISHARES TR774 sharesnew addition2025-09-302025-11-13 BND VANGUARD BD INDEX FDS4.8K sharesnew addition2025-09-302025-11-13 TSLA TESLA INC792 sharesnew addition2025-09-302025-11-13 QQQ INVESCO QQQ TR572 sharesnew addition2025-09-302025-11-13 RELX RELX PLC6.7K sharesnew addition2025-09-302025-11-13 AVGO BROADCOM INC963 sharesnew addition2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF4.8K sharesnew addition2025-09-302025-11-13 TLH ISHARES TR2.7K sharesnew addition2025-09-302025-11-13 IWD ISHARES TR1.3K sharesnew addition2025-09-302025-11-13 IEFA ISHARES TR3.0K sharesnew addition2025-09-302025-11-13 VXUS VANGUARD STAR FDS3.5K sharesnew addition2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR912 sharesnew addition2025-09-302025-11-13 SRE SEMPRA2.7K sharesnew addition2025-09-302025-11-13 UL UNILEVER PLC3.9K sharesnew addition2025-09-302025-11-13 V VISA INC670 sharesnew addition2025-09-302025-11-13 PG PROCTER AND GAMBLE CO1.4K sharesnew addition2025-09-302025-11-13 NFLX NETFLIX INC185 sharesnew addition2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR8.5K sharesnew addition2025-09-302025-11-13 EEMA ISHARES INC2.3K sharesnew addition2025-09-302025-11-13 ITOT ISHARES TR1.4K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available