Titelia

Holdings of NerdWallet Wealth Partners, LLC

55 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 82.6 % of the equity sleeve

Sector breakdown

  • Funds 43.6 %
  • Technology 2.2 %
  • Communication 1.0 %
  • Financials 0.7 %
  • Consumer discretionary 0.6 %
  • Industrials 0.3 %
  • Materials 0.2 %
  • Utilities 0.1 %
  • Health care 0.1 %
  • Unattributed 51.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US54225.9M $99.90 %
2GB1220.6K $0.10 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 113,86974.4M $
2Vanguard FTSE Developed Markets ETF 510,60032.7M $
3Wisdomtree Trust 235,04621M $
4iShares 0-1 Year Treasury Bond ETF 127,24814M $
5Capital Group Core Bond ETF 502,74413.2M $
6Vanguard Total Stock Market ETF 27,8198.9M $
7iShares Trust 103,6918.6M $
8Vanguard International Equity Index Funds 99,5775.4M $
9Vanguard S&P 500 ETF 8,2764.9M $
10iShares Core S&P Mid-Cap ETF 51,1103.5M $
11iShares Trust 42,6563.4M $
12Vanguard Index Funds 14,3853.1M $
13State Street SPDR S&P 500 ETF Trust 4,3202.8M $
14Dimensional ETF Trust 62,6172.4M $
15Apple Inc 8,6372.2M $
16iShares Core S&P Small-Cap ETF 16,1402M $
17iShares MSCI Emerging Markets ETF 31,7791.8M $
18Microsoft Corp 4,1901.6M $
19Dimensional U S Targeted Value ETF 23,4661.5M $
20iShares MSCI EAFE ETF 13,3571.3M $
21SPDR Gold Shares 2,8521.2M $
22iShares Trust 13,5631.2M $
23Amazon.com Inc 5,3531.1M $
24Meta Platforms Inc 1,8001M $
25NVIDIA Corp 5,7931M $
26iShares Trust 8,828889.2K $
27Alphabet Inc 2,971852.4K $
28JPMorgan Chase & Co 2,555751.5K $
29DFA Dimensional US Marketwide Value ETF 15,216737.4K $
30iShares Trust 11,107735.9K $
31Vanguard Real Estate ETF 7,901700.9K $
32Berkshire Hathaway Inc 1,143547.7K $
33Packaging Corp of America 2,330494.5K $
34Invesco QQQ Trust Series 1 781450.9K $
35Alphabet Inc 1,500431.3K $
36Vanguard Scottsdale Funds 5,913352.1K $
37iShares ESG Aware MSCI USA ETF 2,406340.3K $
38iShares Russell 1000 Growth ETF 774330K $
39Broadcom Inc 1,030318.8K $
40iShares National Muni Bond ETF 2,930311.1K $
41iShares Trust 1,293276.3K $
42iShares Core MSCI EAFE ETF 3,014272.9K $
43Tesla Inc 719267.3K $
44Schwab International Equity ETF 10,501259.9K $
45Sempra 2,639256.4K $
46SELECT SECTOR SPDR TRUST (THE) 1,824242.4K $
47iShares ESG Aware MSCI EAFE ETF 2,516240.6K $
48Caterpillar Inc 326231K $
49Schwab US Broad Market ETF 9,017226.3K $
50Deere & Co 398224.2K $
51iShares MSCI Emerging Markets Asia ETF 2,328222.9K $
52RELX PLC 6,656220.6K $
53Johnson & Johnson 863211.1K $
54iShares Core S&P Total U.S. Stock Market ETF 1,477210.4K $
55Visa Inc 665201K $