Daner Wealth Management, LLC — 13F holdings

Daner Wealth Management, LLC reported 96 holdings worth $184M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $26.6M (14.4%)
  2. OMFL INVESCO EXCH TRD SLF IDX FD — $15.8M (8.6%)
  3. VV VANGUARD INDEX FDS — $15.0M (8.2%)
  4. DFCF DIMENSIONAL ETF TRUST — $12.9M (7.0%)
  5. DIMENSIONAL ETF TRUST — $11.4M (6.2%)
  6. VO VANGUARD INDEX FDS — $11.0M (6.0%)
  7. IEFA ISHARES TR — $8.35M (4.5%)
  8. IVV ISHARES TR — $6.44M (3.5%)
  9. GTO INVESCO ACTIVELY MANAGED EXC — $6.22M (3.4%)
  10. GSY INVESCO ACTIVELY MANAGED EXC — $5.48M (3.0%)