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Showing Q2 2024 data
WALDEN WEALTH PARTNERS LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
WALDEN WEALTH PARTNERS LLC
•CIK: 2015425•Filing: Q2 2024
**WALDEN WEALTH PARTNERS LLC** manages $179M across a diversified portfolio of 87 positions. The fund exhibits significant concentration in technology and fixed income, notably holding DFAC at $27.1M and MSFT at $20.7M. Further allocations include substantial positions in AGG ($11.3M) and DFUS ($10.0M). This structure suggests a tactical approach balancing growth equities with defensive fixed-income exposure.
Total AUM
$179.2M
QoQ Performance
+4.0%
Positions
67
Top 10 Concentration
63.5%
Latest Filing
Q2 2024
Top Holdings Allocation
DFAC
MSFT
AGG
DFUS
DFAU
DIHP
DFAC15.1%
MSFT11.6%
AGG6.3%
DFUS5.6%
DFAU5.2%
DIHP5.0%
MGV4.4%
AAPL4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.8%
Technology20.8%
Financial2.3%
ETF1.5%
Healthcare1.2%
Consumer1.0%
Industrial0.7%
Materials0.5%
🚪 Exited Positionssold since Q1 2024
+1 more exited positions
Changes from Q1 2024
NEW1 new position
↑24 increased
↓8 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023