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Home > Institutional Investor > Nerdwallet Wealth Partners, Llc > Profile

Instuitional Investor - Nerdwallet Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Nerdwallet Wealth Partners, Llc
Portfolio Value $290,193,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 127,022 $95,115,032 32.78%
2.
Vanguard Tax-Managed Fds
 607,015 $43,244,157 14.9%
3.
Watford Holdings Ltd.
 WTREP 263,948 $25,419,101 8.76%
4.
Capital Grp Fixed Incm Etf T - CORE BOND ETF
 658,570 $17,241,374 5.94%
5.
Ishares Tr
 141,289 $15,591,183 5.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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