StockDriftsStockDriftsTop 50 Walden Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 15.12% | 840.3K | $27.1M | -0.30%(-2.54K) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 11.58% | 46.4K | $20.7M | -1.19%(-561) | — | 2024-06-30 | |
| AGG | ISHARES TR | 6.29% | 116.0K | $11.3M | +1.77%(+2.02K) | — | 2024-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.56% | 169.3K | $10.0M | +2.15%(+3.56K) | — | 2024-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.22% | 249.4K | $9.3M | +3.94%(+9.45K) | — | 2024-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 5.02% | 342.0K | $9.0M | +2.68%(+8.93K) | — | 2024-06-30 | |
| MGV | VANGUARD WORLD FD | 4.4% | 66.5K | $7.9M | +2.02%(+1.32K) | — | 2024-06-30 | |
| AAPL | APPLE INC | 4.33% | 36.8K | $7.7M | +0.01%(+4) | — | 2024-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.11% | 174.4K | $5.6M | +1.00%(+1.72K) | — | 2024-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.89% | 203.4K | $5.2M | +0.44%(+891) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Walden Wealth Partners Llc reports $179.15M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (15.1%), MSFT (11.6%) and AGG (6.3%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Walden Wealth Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2015425). View Walden Wealth Partners Llc’s 13F filings on SEC