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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 $229,201,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 113,869 $74,392,930 32.46%
2.
Vanguard Tax-Managed Fds
 510,600 $32,719,849 14.28%
3.
Watford Holdings Ltd.
 WTREP 235,046 $20,996,965 9.16%
4.
Ishares Tr
 127,248 $14,046,888 6.13%
5.
Capital Grp Fixed Incm Etf T - CORE BOND ETF
 502,744 $13,202,084 5.76%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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