0001754960-24-000130.txt : 20240411 0001754960-24-000130.hdr.sgml : 20240411 20240410213459 ACCESSION NUMBER: 0001754960-24-000130 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240410 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALDEN WEALTH PARTNERS LLC CENTRAL INDEX KEY: 0002015425 ORGANIZATION NAME: IRS NUMBER: 473314008 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24020 FILM NUMBER: 24836983 BUSINESS ADDRESS: STREET 1: 3201 ENTERPRISE PARKWAY STREET 2: SUITE 100 CITY: BEACHWOOD STATE: OH ZIP: 44122 BUSINESS PHONE: 4402481632 MAIL ADDRESS: STREET 1: 3201 ENTERPRISE PARKWAY STREET 2: SUITE 100 CITY: BEACHWOOD STATE: OH ZIP: 44122 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002015425 XXXXXXXX 03-31-2024 03-31-2024 WALDEN WEALTH PARTNERS LLC

3201 ENTERPRISE PARKWAY SUITE 100 BEACHWOOD OH 44122

13F HOLDINGS REPORT 028-24020 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 04-10-2024 0 92 172291426 false INFORMATION TABLE 2 InformationTableOutput.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C1012862862 8663 SH SOLE 0 0 8663 EATON CORP PLCSHSG29183103480240 1500 SH SOLE 0 0 1500 ABBVIE INCCOM00287Y109240015 1430 SH SOLE 0 0 1430 ADOBE INCCOM00724F1011646919 3381 SH SOLE 0 0 3381 ALLSTATE CORPCOM020002101318488 1860 SH SOLE 0 0 1860 ALPHABET INCCAP STK CL C02079K1072691718 17716 SH SOLE 0 0 17716 ALPHABET INCCAP STK CL A02079K305656160 4359 SH SOLE 0 0 4359 AMAZON COM INCCOM023135106504000 2800 SH SOLE 0 0 2800 AMERICAN TOWER CORP NEWCOM03027X100258618 1359 SH SOLE 0 0 1359 ANSYS INCCOM03662Q105272944 800 SH SOLE 0 0 800 APPLE INCCOM0378331006210053 36785 SH SOLE 0 0 36785 APPLIED MATLS INCCOM038222105492204 2420 SH SOLE 0 0 2420 AVERY DENNISON CORPCOM053611109307253 1415 SH SOLE 0 0 1415 BANKFINANCIAL CORPCOM06643P104231525 22500 SH SOLE 0 0 22500 BERKSHIRE HATHAWAY INC DELCL B NEW0846707022309215 5560 SH SOLE 0 0 5560 BOEING COCOM097023105565266 3084 SH SOLE 0 0 3084 CDW CORPCOM12514G108498261 1973 SH SOLE 0 0 1973 THE CIGNA GROUPCOM125523100233520 648 SH SOLE 0 0 648 CHURCH & DWIGHT CO INCCOM171340102204200 2000 SH SOLE 0 0 2000 CINTAS CORPCOM172908105282417 425 SH SOLE 0 0 425 COLGATE PALMOLIVE COCOM194162103655500 7500 SH SOLE 0 0 7500 COPART INCCOM217204106222068 3984 SH SOLE 0 0 3984 COSTCO WHSL CORP NEWCOM22160K105826119 1172 SH SOLE 0 0 1172 DBX ETF TRXTRACK MSCI EAFE233051200364866 9065 SH SOLE 0 0 9065 DANAHER CORPORATIONCOM235851102469770 1942 SH SOLE 0 0 1942 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1048589172 239921 SH SOLE 0 0 239921 DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2033931897 131590 SH SOLE 0 0 131590 DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V302975020 39252 SH SOLE 0 0 39252 DIMENSIONAL ETF TRUSTUS EQUITY ETF25434V4019257563 165758 SH SOLE 0 0 165758 DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V5001310635 21681 SH SOLE 0 0 21681 DIMENSIONAL ETF TRUSTINTERNATIONAL25434V690499275 15052 SH SOLE 0 0 15052 DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V70826355502 842837 SH SOLE 0 0 842837 DIMENSIONAL ETF TRUSTUS SUSTAINABILTY25434V7161027846 30618 SH SOLE 0 0 30618 DIMENSIONAL ETF TRUSTEMERGING MKTS HI25434V7572706702 108311 SH SOLE 0 0 108311 DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V7658852399 333047 SH SOLE 0 0 333047 DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V8315335913 172683 SH SOLE 0 0 172683 DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V8805132477 202465 SH SOLE 0 0 202465 META PLATFORMS INCCL A30303M102238635 467 SH SOLE 0 0 467 FIDELITY COVINGTON TRUSTELEC VEHS & FUTR316092220171321 12185 SH SOLE 0 0 12185 GENERAL ELECTRIC COCOM NEW369604301399722 2712 SH SOLE 0 0 2712 GOLDMAN SACHS ETF TRACCES TREASURY3814305293003585 30087 SH SOLE 0 0 30087 HONEYWELL INTL INCCOM438516106456208 2327 SH SOLE 0 0 2327 INVESCO QQQ TRUNIT SER 146090E103984300 2261 SH SOLE 0 0 2261 INVESCO EXCH TRADED FD TR IIPFD 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NEWCOM872540109326316 3408 SH SOLE 0 0 3408 UNION PAC CORPCOM907818108246948 1026 SH SOLE 0 0 1026 UNITED RENTALS INCCOM911363109369118 532 SH SOLE 0 0 532 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844459751 2582 SH SOLE 0 0 2582 VANGUARD WORLD FDMEGA CAP VAL ETF9219108407624078 65163 SH SOLE 0 0 65163 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835272312 3780 SH SOLE 0 0 3780 VANGUARD MUN BD FDSTAX EXEMPT BD9229077461561828 31168 SH SOLE 0 0 31168 VANGUARD INDEX FDSREAL ESTATE ETF922908553314165 3762 SH SOLE 0 0 3762 VANGUARD INDEX FDSMID CAP ETF922908629424404 1741 SH SOLE 0 0 1741 VANGUARD INDEX FDSGROWTH ETF9229087364189544 12403 SH SOLE 0 0 12403 VANGUARD INDEX FDSVALUE ETF922908744256094 1605 SH SOLE 0 0 1605 VANGUARD INDEX FDSTOTAL STK MKT9229087691062997 4175 SH SOLE 0 0 4175 VONTIER CORPORATIONCOM928881101323374 7559 SH SOLE 0 0 7559 WP CAREY INCCOM92936U109542790 9851 SH SOLE 0 0 9851 WASTE MGMT INC DELCOM94106L109207126 1000 SH SOLE 0 0 1000 WISDOMTREE TRUS LARGECAP 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