Daner Wealth Management, LLC - Q12026 Holdings

Daner Wealth Management, LLC holds 88 stocks with a total portfolio value of $ 170.14M as of Q12026. In Q12026, Daner Wealth Management, LLC added 9 new positions, increased stakes in 30 stocks, reduced 43 holdings, and fully exited 14 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 13.77% of the total portfolio.