Daner Wealth Management, LLC - Portfolio overview

Daner Wealth Management, LLC has 110 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 13.27%
2. OMFL - INVESCO EXCH TRD SLF IDX FD, 8.57%
3. VV - VANGUARD INDEX FDS, 8.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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