Daner Wealth Management, LLC: 13F holdings
CIK 19566492026Q2
| Positions | 96 |
|---|
| Reported value | $184.5m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 96 (+8 vs prior quarter) |
|---|
| Reported value | $184.5m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 576,229 | $26.6m | 14.4% |
| OMFL INVESCO EXCH TRD SLF IDX FD | 220,990 | $15.8m | 8.6% |
| VV VANGUARD INDEX FDS | 41,989 | $15.0m | 8.2% |
| DFCF DIMENSIONAL ETF TRUST | 308,556 | $12.9m | 7.0% |
| DIMENSIONAL ETF TRUST | 135,563 | $11.4m | 6.2% |
| VO VANGUARD INDEX FDS | 130,723 | $11.0m | 6.0% |
| IEFA ISHARES TR | 82,535 | $8.4m | 4.5% |
| IVV ISHARES TR | 8,240 | $6.4m | 3.5% |
| GTO INVESCO ACTIVELY MANAGED EXC | 133,964 | $6.2m | 3.4% |
| GSY INVESCO ACTIVELY MANAGED EXC | 109,130 | $5.5m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1956649")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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