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CIK: 0002015425
Total reported value
$179.2M
$179.2M
92 檔
42.0%
As reported in its official Q1 2024 Form 13F filing, Walden Wealth Partners LLC's tracked investment portfolio stood at $179.2M with 92 total positions.
During Q1 2024, Walden Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.30% | — | +5.43% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.40% | — | -0.43% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.43% | — | +11.52% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.37% | — | +1.12% | |
| 5 | DIHP | Dimensional International Hi | ETF-Other | 5.14% | — | +8.33% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.99% | — | +1.02% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.43% | — | +5.88% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.60% | — | +0.24% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.10% | — | +7.41% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.98% | — | -1.16% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.43% | — | +6.97% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 2.28% | — | +6.25% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.74% | — | +7.19% | |
| 14 | ACN | Accenture plc | Stock-Tech | 1.66% | — | — | |
| 15 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.57% | — | +8.29% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | — | -3.54% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | — | -7.21% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | — | +0.43% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | — | +0.03% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 0.96% | — | +0.21% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | — | -10.23% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.76% | — | -0.31% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | — | +373.54% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.67% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | — | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.60% | — | — | |
| 27 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.60% | — | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | — | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | — | — | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.57% | — | -3.69% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.52% | — | — | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.50% | — | -3.13% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | — | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | — | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | +0.08% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | — | — | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.38% | — | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | — | — | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.34% | — | -0.10% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.33% | — | -19.71% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.32% | — | +4.07% | |
| 45 | WPC | Wp Carey Inc | Stock-Real Estate | 0.32% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | — | |
| 47 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.29% | — | — | |
| 48 | CDW | Cdw Corp/de | Stock-Tech | 0.29% | — | — | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.29% | — | — | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | — | — |
According to official SEC Form 13F filings, Walden Wealth Partners LLC reported a total U.S. public equity portfolio value of $179.2M across 92 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, MSFT, AGG) accounted for 42.0% of total reported equity market value during Q1 2024.
During Q1 2024, Walden Wealth Partners LLC's top holdings by market value included DFAC (15.3%)、MSFT (11.4%)、AGG (6.4%). The largest single position, DFAC, represented 15.3% of total portfolio value.
In Q1 2024, Walden Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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