Daner Wealth Management, LLC - Q42025 Holdings

Daner Wealth Management, LLC holds 93 stocks with a total portfolio value of $ 163.38M as of Q42025. In Q42025, Daner Wealth Management, LLC added 93 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 11.64% of the total portfolio.