Portfolio (Quarterly) Guide ↗

NerdWallet Wealth Partners, LLC

· CIK 0002079593

13F Portfolio $223M AUM 61 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 4 New 17 Added 13 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	APLE	APPLE HOSPITALITY REIT INC	Real Estate	9,719	$2.5M	1.21%	SOLD
2	XLK	SELECT SECTOR SPDR TR	—	912	$257K	0.13%	SOLD
3	UL	UNILEVER PLC	Consumer Defensive	3,900	$231K	0.11%	SOLD
4	NFLX	NETFLIX INC	Communication Services	185	$222K	0.11%	SOLD

Sector Allocation

Technology 40.2%

Financial Services 23.2%

Communication Services 21.6%

Consumer Cyclical 12.2%

Utilities 1.5%

Consumer Defensive 1.2%