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Daner Wealth Management - Q2 2026 13F Filings

DA

Daner Wealth Management, LLC

CIK: 0001956649
Address: Georgia Alpharetta 11475 Great Oaks Way Suite 340
$184.47 M
Portfolio Value
96
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFAC Dimensional Us Core Equity 2 Etf
+$1.49 M
2. DUHP Dimensional Us High Profitability Etf
+$429,957.73
3. DFSV Dimensional Us Small Cap Value Etf
+$415,630.65
4. DFIC Dimensional International Core Equity 2 Etf
+$403,813.75
5. CRWD Crowdstrike Holdings
+$394,452.18

Top Sells

Q2 2026
1. OMFL Invesco Russell 1000 Dynamic Multifactor Etf
−$320,389.9
2. VV Vanguard Large-Cap Etf
−$225,403.38
3. IVV Ishares Core S&P 500 Etf
−$106,284.43
4. IWR Ishares Russell Midcap Etf
−$102,894.37
5. DFAS Dimensional Us Small Cap Etf
−$82,570.9

Asset Allocation

Stocks/ETFs
+8.42%
$184.47 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Daner Wealth Management Q2 2026 Filing Summary

Daner Wealth Management, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 184.47 M reflecting a +8.42% change from the prior quarter, spanning 96 assets. The top 10 holdings comprised 64.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Daner Wealth Management’s Q2 2026 Filing

Daner Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Daner Wealth Management reported a managed portfolio value of 184.47 M, consisting of 96 individual positions.

This page displays the raw filing documents. To see which stocks Daner Wealth Management bought or sold during Q2 2026, please visit Daner Wealth Management's Portfolio Analysis page.