13F Filings History of Daner Wealth Management, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$163,377,483
Signature - Title
Kellie Borror - VP
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Daner Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Daner Wealth Management, LLC reported 93 stock holdings with total value $163,377,483 as of Q4 2025. Top holdings included DFAC, OMFL, VV, DFCF, and DFAS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 93 $163,377,483 +$6,032,837 -$4,894,760 +$1,138,077 DFAC, OMFL, VV, DFCF, DFAS 13F-HR 11 Feb 2026, 15:29
Q3 2025 98 $154,036,079 +$6,641,659 -$1,694,576 +$4,947,083 DFAC, OMFL, VV, DFCF, VO 13F-HR 20 Oct 2025, 19:09
Q2 2025 81 $145,018,970 +$14,379,690 -$11,449,884 +$2,929,806 DFAC, OMFL, VV, DFCF, VO 13F-HR 13 Aug 2025, 16:06
Q4 2024 56 $136,313,983 $0 $0 $0 DFAC, OMFL, VV, DFCF, VO 13F-HR 04 Feb 2025, 17:13