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Home > Institutional Investor > Walden Wealth Partners Llc > Profile

Instuitional Investor - Walden Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Walden Wealth Partners Llc
Portfolio Value $179,152,152
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 840,299 $27,091,229 15.12%
2.
Microsoft Corp
 MSFT 46,425 $20,749,496 11.58%
3.
Ishares Trust
 IEF 116,038 $11,263,811 6.29%
4.
Dimensional Etf Trust
 169,322 $9,964,593 5.56%
5.
Dimensional Etf Trust
 249,371 $9,348,919 5.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)