Long-term investor
Nerdwallet Wealth Partners, LLC @nerdwalletwealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002079593).
Record
- Tracked since 2025-09-30 (342 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months +9.9% · 1 year n/a · all +9.9%
- Max drawdown n/a · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 32.8% · long · since 2025-09-30
- VEA · 14.9% · long · since 2025-09-30
- DLN · 8.8% · long · since 2025-09-30
- CGCB · 5.9% · long · since 2025-09-30
- SHV · 5.4% · long · since 2025-09-30
- VTI · 3.5% · long · since 2025-09-30
- SHY · 3.3% · long · since 2025-09-30
- VWO · 2.5% · long · since 2025-09-30
- VOO · 2.0% · long · since 2025-09-30
- IJH · 1.7% · long · since 2025-09-30
- HYG · 1.4% · long · since 2025-09-30
- VBR · 1.2% · long · since 2025-09-30