13F Filings History of NerdWallet Wealth Partners, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$217,855,832
Signature - Title
Lauren Sterling - Chief of Staff
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by NerdWallet Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NerdWallet Wealth Partners, LLC reported 61 stock holdings with total value $217,855,832 as of Q4 2025. Top holdings included IVV, VEA, DLN, SHV, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 61 $217,855,832 +$19,123,198 -$978,257 +$18,144,941 IVV, VEA, DLN, SHV, VTI 13F-HR 12 Jan 2026, 17:32
Q3 2025 61 $196,236,847 $0 $0 $0 IVV, VEA, DLN, SHV, VTI 13F-HR 12 Nov 2025, 19:13