Long-term investor
Daner Wealth Management, LLC @danerwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001956649).
Record
- Tracked since 2025-12-31 (257 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months n/a · 1 year n/a · all +9.0%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 14.4% · long · since 2025-12-31
- OMFL · 8.6% · long · since 2025-12-31
- VV · 8.2% · long · since 2025-12-31
- DFCF · 7.0% · long · since 2025-12-31
- DFAS · 6.2% · long · since 2025-12-31
- VO · 6.0% · long · since 2025-12-31
- IEFA · 4.5% · long · since 2025-12-31
- IVV · 3.5% · long · since 2025-12-31
- GTO · 3.4% · long · since 2025-12-31
- GSY · 3.0% · long · since 2025-12-31
- DFAE · 2.6% · long · since 2025-12-31
- IWR · 2.3% · long · since 2025-12-31