Daner Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    alpharetta, GA
  • CIK
    0001956649
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
Daner Wealth Management, Llc 13F Filings