Institutions / Daner Wealth Management, LLC

Daner Wealth Management, LLC

CIK 1956649 · Institution · as of Dec 31, 2025

Portfolio value

$163.38M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 93 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$19.01M	460,238	11.6%
Invesco Exch Trd Slf Idx Fd	—	$15.76M	249,028	9.6%
Vanguard Index Fds	—	$13.69M	43,036	8.4%
Dimensional ETF Trust	—	$12.41M	289,285	7.6%
Dimensional ETF Trust	—	$10.74M	140,535	6.6%
Vanguard Index Fds	—	$10.05M	33,255	6.2%
iShares Tr	—	$8.09M	83,120	5.0%
Invesco Actively Managed Exc	—	$5.85M	122,747	3.6%
iShares Tr	—	$5.83M	8,392	3.6%
Invesco Actively Managed Exc	—	$5.60M	111,320	3.4%
Dimensional ETF Trust	—	$4.21M	116,961	2.6%
iShares Tr	—	$3.87M	37,882	2.4%
Dimensional ETF Trust	—	$2.99M	71,707	1.8%
Dimensional ETF Trust	—	$2.20M	58,049	1.3%
Vanguard Index Fds	—	$1.86M	5,448	1.1%
Dimensional ETF Trust	—	$1.70M	43,316	1.0%
Dimensional ETF Trust	—	$1.61M	43,484	1.0%
Select Sector SPDR Tr	—	$1.52M	10,692	0.9%
Apple Inc.	—	$1.29M	4,727	0.8%
iShares Tr	—	$1.13M	15,700	0.7%
J P Morgan Exchange Traded F	—	$1.12M	22,180	0.7%
Amazon.com Inc	—	$1.06M	5,139	0.7%
Caterpillar Inc	—	$1.02M	1,370	0.6%
NVIDIA Corp	—	$972.5K	5,158	0.6%
Dimensional ETF Trust	—	$937.3K	17,089	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.