Daner Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location alpharetta, GACIK 0001956649All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
93 | $163.38M | DFAC, OMFL, VV, DFCF | 13F-HR | Feb 11, 2026 | 000195664926000001 | ||
98 | $154.04M | DFAC, OMFL, VV, DFCF | 13F-HR | Oct 21, 2025 | 000195664925000006 | ||
81 | $145.02M | DFAC, OMFL, VV, DFCF | 13F-HR | Aug 13, 2025 | 000195664925000004 | ||
56 | $136.31M | DFAC, OMFL, VV, DFCF | 13F-HR | Feb 4, 2025 | 000195664925000002 |