Daner Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q2 2025
Location
Alpharetta, GA
CIK
0001956649
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2025
81
145,018
DFAC, OMFL, VV, DFCF
13F-HR
8/13/2025
000195664925000004
Q4 2024
56
136,313
DFAC, OMFL, VV, DFCF
13F-HR
2/4/2025
000195664925000002