NerdWallet Wealth Partners, LLC
Annual return '25
+29.1%
SPY '25
+17.7%
Alpha
+11.3ptsvs SPY
Invested
$229.2M
Holdings
59
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Increased +10.1% (99.0k → 109.0k shares)
32.5%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Increased +12.9% (347.2k → 392.2k shares)
14.3%
03
$DLN
WISDOMTREE TR
Q4 2025: Increased +10.0% (202.1k → 222.2k shares)
9.2%
04
$SHV
ISHARES TR
Q3 2025: New position (136.1k shares)
6.1%
05
$CGCB
CAPITAL GRP FIXED INCM ETF T
Q4 2025: Increased +20.9% (287.2k → 347.1k shares)
5.8%
06
$VTI
VANGUARD INDEX FDS
Q3 2025: New position (38.5k shares)
3.9%
07
$SHY
ISHARES TR
Q4 2025: Increased +1.1% (110.5k → 111.6k shares)
3.7%
08
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: Increased +15.9% (70.1k → 81.2k shares)
2.3%
09
$VOO
VANGUARD INDEX FDS
Q3 2025: New position (8.6k shares)
2.2%
10
$IJH
ISHARES TR
Q4 2025: Increased +20.0% (16.7k → 20.0k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.