Daner Wealth Management, LLC

Q4 2025 13F Holdings

Location
Alpharetta, GA
Holdings as of
12/31/2025
Value ($000)
$163,377
Num holdings
93
Date filed
2/11/2026
Form type
13F-HR
Prev filing
10/20/2025
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type