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Walden Wealth Partners

Latest statistics and disclosures from Walden Wealth Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002015425

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Positions held by Walden Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Walden Wealth Partners

Walden Wealth Partners holds 84 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	14.7	$23M	799k	29.23	View chart
Microsoft Corporation (MSFT)	11.2	$18M	47k	376.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.4	$10M	102k	99.25	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	5.4	$8.5M	164k	51.83	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.0	$7.9M	238k	33.25	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.0	$7.9M	307k	25.66	View chart
Apple (AAPL)	4.4	$7.1M	37k	192.53	View chart
Vanguard World Mega Cap Val Etf (MGV)	4.2	$6.7M	62k	109.37	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.2	$5.0M	205k	24.42	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.9	$4.6M	161k	28.61	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$3.6M	12k	310.88	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.2	$3.5M	124k	28.64	View chart
Accenture Plc Ireland Shs Class A (ACN)	1.9	$3.0M	8.7k	350.91	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.8	$2.8M	28k	99.74	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$2.6M	18k	140.93	View chart
Procter & Gamble Company (PG)	1.6	$2.6M	18k	146.54	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.5	$2.4M	100k	24.25	View chart
Adobe Systems Incorporated (ADBE)	1.3	$2.0M	3.4k	596.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.0M	5.5k	356.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$1.8M	35k	51.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$1.7M	3.5k	475.33	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$1.3M	22k	59.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.2M	4.5k	277.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$1.1M	2.1k	507.38	View chart
Boeing Company (BA)	0.6	$1.0M	3.8k	260.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$990k	4.2k	237.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$983k	41k	24.11	View chart
Sherwin-Williams Company (SHW)	0.6	$982k	3.1k	311.91	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$953k	31k	31.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$926k	2.3k	409.52	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$912k	19k	47.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$894k	12k	75.10	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.5	$867k	6.9k	124.97	View chart
Johnson & Johnson (JNJ)	0.5	$832k	5.3k	156.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$800k	11k	76.13	View chart
Costco Wholesale Corporation (COST)	0.5	$774k	1.2k	660.08	View chart
JPMorgan Chase & Co. (JPM)	0.4	$713k	4.2k	170.10	View chart
Wp Carey (WPC)	0.4	$638k	9.9k	64.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$632k	1.3k	477.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$609k	4.4k	139.69	View chart
Colgate-Palmolive Company (CL)	0.4	$598k	7.5k	79.71	View chart
Mastercard Incorporated Cl A (MA)	0.4	$595k	1.4k	426.51	View chart
Merck & Co (MRK)	0.4	$570k	5.2k	109.02	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$548k	8.3k	66.38	View chart
Honeywell International (HON)	0.3	$488k	2.3k	209.71	View chart
Dimensional Etf Trust International (DFSI)	0.3	$482k	15k	32.03	View chart
Cdw (CDW)	0.3	$449k	2.0k	227.32	View chart
Novo-nordisk A S Adr (NVO)	0.3	$445k	4.3k	103.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$440k	2.6k	170.40	View chart
Amazon (AMZN)	0.3	$425k	2.8k	151.94	View chart
RPM International (RPM)	0.3	$416k	3.7k	111.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$405k	1.7k	232.64	View chart
Applied Materials (AMAT)	0.2	$392k	2.4k	162.07	View chart
Eaton Corp SHS (ETN)	0.2	$361k	1.5k	240.82	View chart
Zoetis Cl A (ZTS)	0.2	$357k	1.8k	197.37	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$335k	9.1k	36.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$332k	3.8k	88.36	View chart
TJX Companies (TJX)	0.2	$320k	3.4k	93.81	View chart
United Rentals (URI)	0.2	$315k	550.00	573.42	View chart
Fidelity Covington Trust Elec Vehs & Futr (FDRV)	0.2	$313k	18k	17.11	View chart
Rockwell Automation (ROK)	0.2	$311k	1.0k	310.48	View chart
American Tower Reit (AMT)	0.2	$308k	1.4k	215.88	View chart
Mettler-Toledo International (MTD)	0.2	$303k	250.00	1212.96	View chart
Ansys (ANSS)	0.2	$290k	800.00	362.88	View chart
Avery Dennison Corporation (AVY)	0.2	$286k	1.4k	202.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$280k	3.8k	73.55	View chart
Northrop Grumman Corporation (NOC)	0.2	$280k	598.00	468.14	View chart
Quanta Services (PWR)	0.2	$272k	1.3k	215.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$272k	1.4k	191.17	View chart
Starbucks Corporation (SBUX)	0.2	$269k	2.8k	96.01	View chart
Penske Automotive (PAG)	0.2	$267k	1.7k	160.51	View chart
Global X Fds Lithium Btry Etf (LIT)	0.2	$265k	5.2k	50.94	View chart
Allstate Corporation (ALL)	0.2	$260k	1.9k	139.98	View chart
Lam Research Corporation (LRCX)	0.2	$259k	330.00	783.26	View chart
Cintas Corporation (CTAS)	0.2	$256k	425.00	602.66	View chart
Union Pacific Corporation (UNP)	0.2	$252k	1.0k	245.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$240k	1.6k	149.50	View chart
Pepsi (PEP)	0.1	$236k	1.4k	169.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$232k	2.1k	108.25	View chart
BankFinancial Corporation (BFIN)	0.1	$231k	23k	10.26	View chart
Pfizer (PFE)	0.1	$222k	7.7k	28.79	View chart
Abbvie (ABBV)	0.1	$222k	1.4k	154.92	View chart
Realty Income (O)	0.1	$217k	3.8k	57.42	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$117k	10k	11.47	View chart

Past Filings by Walden Wealth Partners

SEC 13F filings are viewable for Walden Wealth Partners going back to 2023

Walden Wealth Partners 2023 Q4 filed March 14, 2024

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