🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 778.57 +0.6% NASDAQ 100: 751.27 +0.5% Dow Jones: 534.08 -0.5%

Daner Wealth Management - Q1 2026 13F Filings

DA

Daner Wealth Management, LLC

CIK: 0001956649
Address: Georgia Alpharetta 11475 Great Oaks Way Suite 340
$170.14 M
Portfolio Value
88
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VO Vanguard Mid-Cap Etf
+$7.59 M
2. DFAC Dimensional Us Core Equity 2 Etf
+$3.61 M
3. DFSV Dimensional Us Small Cap Value Etf
+$914,935.35
4. DFCF Dimensional Core Fixed Income Etf
+$849,561.61
5. DUHP Dimensional Us High Profitability Etf
+$752,667.57

Top Sells

Q1 2026
1. OMFL Invesco Russell 1000 Dynamic Multifactor Etf
−$1.58 M
2. DGCB Dimensional Global Credit Etf
−$937,332
3. NUE Nucor Corporation
−$407,143
4. SLB Slb Nv
−$395,921
5. KEYS Keysight Technologies
−$385,400

Asset Allocation

Stocks/ETFs
+4.14%
$170.14 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Daner Wealth Management Q1 2026 Filing Summary

Daner Wealth Management, LLC filed its 13F report for Q1 2026 on May 13, 2026. The portfolio totaled 170.14 M reflecting a +4.14% change from the prior quarter, spanning 88 assets. The top 10 holdings comprised 66.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 14 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Daner Wealth Management’s Q1 2026 Filing

Daner Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/13/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Daner Wealth Management reported a managed portfolio value of 170.14 M, consisting of 88 individual positions.

This page displays the raw filing documents. To see which stocks Daner Wealth Management bought or sold during Q1 2026, please visit Daner Wealth Management's Portfolio Analysis page.