Daner Wealth Management, LLCETFConcentrated long-term

CIK: 0001956649 | ALPHARETTA, GA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	96	$184.5M	2026-08-14	SEC ↗
Q1 2026	13F-HR	88	$170.1M	2026-05-13	SEC ↗
Q4 2025	13F-HR	93	$163.4M	2026-02-11	SEC ↗
Q3 2025	13F-HR	98	$154.0M	2025-10-21	SEC ↗
Q2 2025	13F-HR	81	$145.0M	2025-08-13	SEC ↗
Q4 2024	13F-HR	56	$136.3M	2025-02-04	SEC ↗