WALDEN WEALTH PARTNERS LLC
CIK 2015425
13F portfolio (2024-Q2)
$179M
Positions
87
As reported on this filer's Form 13F for 2024-Q2, filed 2024-07-11. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | DFAC | DIMENSIONAL ETF TRUST |
| 2 | MSFT | MICROSOFT CORP |
| 3 | AGG | ISHARES TR |
| 4 | DFUS | DIMENSIONAL ETF TRUST |
| 5 | DFAU | DIMENSIONAL ETF TRUST |
Top holdings — weights and history with Pro
This 13F filer is outside the free plan's window — the 50 largest filers by portfolio value plus our curated roster of managers. It is in neither group. Unlock everything with Pro — $29.99/moSee it live on AAPL →