Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Daner Wealth Management, LLC (CIK 1956649) reported $170.1M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($23.4M, 13.77%), OMFL ($15.1M, 8.90%), VV ($14.5M, 8.50%), DFCF ($13.1M, 7.68%), DFAS ($10.5M, 6.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $23.4M | 13.77% | 543,945 | Added |
| 2 | OMFL | INVESCO EXCH TRD SLF IDX FD | $15.1M | 8.90% | 225,476 | Trimmed |
| 3 | VV | VANGUARD INDEX FDS | $14.5M | 8.50% | 42,618 | Trimmed |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $13.1M | 7.68% | 309,412 | Added |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $10.5M | 6.17% | 136,544 | Trimmed |
| 6 | VO | VANGUARD INDEX FDS | $10.2M | 5.97% | 131,587 | Added |
| 7 | IEFA | ISHARES TR | $8.0M | 4.69% | 82,751 | Trimmed |
| 8 | IVV | ISHARES TR | $6.2M | 3.65% | 8,376 | Trimmed |
| 9 | GTO | INVESCO ACTIVELY MANAGED EXC | $6.2M | 3.64% | 131,991 | Added |
| 10 | GSY | INVESCO ACTIVELY MANAGED EXC | $5.6M | 3.27% | 110,742 | Trimmed |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $4.7M | 2.73% | 119,260 | Added |
| 12 | IWR | ISHARES TR | $3.9M | 2.31% | 37,509 | Trimmed |
| 13 | DFAI | DIMENSIONAL ETF TRUST | $3.0M | 1.77% | 72,774 | Added |
| 14 | DFSV | DIMENSIONAL ETF TRUST | $2.5M | 1.48% | 68,259 | Added |
| 15 | DUHP | DIMENSIONAL ETF TRUST | $2.5M | 1.46% | 62,213 | Added |
| 16 | DFIC | DIMENSIONAL ETF TRUST | $2.5M | 1.45% | 64,919 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $2.1M | 1.26% | 5,920 | Added |
| 18 | XLK | SELECT SECTOR SPDR TR | $1.9M | 1.09% | 10,625 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $1.3M | 0.78% | 5,016 | Trimmed |
| 20 | AAPL | APPLE INC | $1.3M | 0.74% | 4,279 | Trimmed |
| 21 | IJH | ISHARES TR | $1.2M | 0.68% | 15,700 | Hold |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.66% | 22,144 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $1.0M | 0.60% | 4,650 | Trimmed |
| 24 | DFEM | DIMENSIONAL ETF TRUST | $990,691 | 0.58% | 24,967 | Added |
| 25 | CAT | CATERPILLAR INC | $912,377 | 0.54% | 1,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31