NerdWallet Wealth Partners, LLC - Portfolio overview

NerdWallet Wealth Partners, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 30.54%
2. VEA - VANGUARD TAX-MANAGED FDS, 13.43%
3. DLN - WISDOMTREE TR, 8.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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