Daner Wealth Management, LLC filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 163.38 M reflecting a +6.06% change from the prior quarter, spanning 93 assets. The top 10 holdings comprised 65.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 12 complete exits.
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Daner Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Daner Wealth Management reported a managed portfolio value of 163.38 M, consisting of 93 individual positions.
This page displays the raw filing documents. To see which stocks Daner Wealth Management bought or sold during Q4 2025, please visit Daner Wealth Management's Portfolio Analysis page.