13F Filings History of NerdWallet Wealth Partners, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$196M
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 $196M as of Q3 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
Q3 2025 61 $196M $0 $0 IVV, VEA, DLN, SHV, VTI 13F-HR 12 Nov 2025