Daner Wealth Management, LLC
Daner Wealth Management, LLC reported 96 positions worth $184.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DFAC (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $26.6M | 14.44% | 576,229 | — | — | |
| ▸ 2 | OMFL | SH | $15.8M | 8.56% | 220,990 | — | — | |
| ▸ 3 | VV | SH | $15.0M | 8.16% | 41,989 | — | — | |
| ▸ 4 | DFCF | SH | $12.9M | 6.99% | 308,556 | — | — | |
| ▸ 5 | DFAS | SH | $11.4M | 6.19% | 135,563 | — | — | |
| ▸ 6 | VO | SH | $11.0M | 5.97% | 130,723 | — | — | |
| ▸ 7 | IEFA | SH | $8.4M | 4.53% | 82,535 | — | — | |
| ▸ 8 | IVV | SH | $6.4M | 3.49% | 8,240 | — | — | |
| ▸ 9 | GTO | SH | $6.2M | 3.37% | 133,964 | — | — | |
| ▸ 10 | GSY | SH | $5.5M | 2.97% | 109,130 | — | — |
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Frequently Asked Questions
What stocks does Daner Wealth Management, LLC hold as of Q2 2026?
Daner Wealth Management, LLC reported 96 positions worth $184.5M in its Q2 2026 13F filing. Largest positions: DFAC (14.4%), OMFL (8.6%), VV (8.2%), DFCF (7.0%) and DFAS (6.2%).
What did Daner Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Daner Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.