Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WALDEN WEALTH PARTNERS LLC (CIK 2015425) reported $179.2M across 87 reported positions in its SEC 13F filing for 2024-06-30. Largest positions: DFAC ($27.1M, 15.12%), MSFT ($20.7M, 11.58%), AGG ($11.3M, 6.29%), DFUS ($10.0M, 5.56%), DFAU ($9.3M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $27.1M | 15.12% | 840,299 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $20.7M | 11.58% | 46,425 | Trimmed |
| 3 | AGG | ISHARES TR | $11.3M | 6.29% | 116,038 | Added |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $10.0M | 5.56% | 169,322 | Added |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $9.3M | 5.22% | 249,371 | Added |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $9.0M | 5.02% | 341,981 | Added |
| 7 | MGV | VANGUARD WORLD FD | $7.9M | 4.40% | 66,481 | Added |
| 8 | AAPL | APPLE INC | $7.7M | 4.33% | 36,789 | Added |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $5.6M | 3.11% | 174,403 | Added |
| 10 | DFAX | DIMENSIONAL ETF TRUST | $5.2M | 2.89% | 203,356 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $4.7M | 2.62% | 12,536 | Added |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $4.0M | 2.24% | 135,083 | Added |
| 13 | GOOG | ALPHABET INC | $3.4M | 1.91% | 18,647 | Added |
| 14 | DEHP | DIMENSIONAL ETF TRUST | $2.9M | 1.62% | 111,306 | Added |
| 15 | GBIL | GOLDMAN SACHS ETF TR | $2.9M | 1.62% | 29,020 | Trimmed |
| 16 | PG | PROCTER AND GAMBLE CO | $2.7M | 1.49% | 16,191 | Trimmed |
| 17 | ACN | ACCENTURE PLC IRELAND | $2.6M | 1.47% | 8,663 | Hold |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.26% | 5,560 | Hold |
| 19 | SPY | SPDR S&P 500 ETF TR | $1.9M | 1.06% | 3,482 | Hold |
| 20 | ADBE | ADOBE INC | $1.9M | 1.05% | 3,381 | Hold |
| 21 | VTEB | VANGUARD MUN BD FDS | $1.6M | 0.90% | 32,203 | Added |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $1.4M | 0.77% | 22,834 | Added |
| 23 | IJH | ISHARES TR | $1.3M | 0.71% | 21,615 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $1.1M | 0.63% | 4,186 | Added |
| 25 | MDY | SPDR S&P MIDCAP 400 ETF TR | $1.1M | 0.63% | 2,122 | Hold |
Source: SEC Form 13F filings · as of 2024-06-30