Daner Wealth Management, LLC

13F filer · CIK 0001956649

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$184MU.S. long equity reported on 13F

Positions577 new · 0 closed

Net flow last quarter+$2.9MBuys minus sells

Top 10 positions weight5.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202657 positions
AMZNAmazon Com Inc	$1.33M	0.72%	0.00%	+0.3%	Q4 2024
AAPLApple Inc.	$1.32M	0.71%	0.00%	+0.8%	Q4 2024
VLOValero Energy Corp	$1.08M	0.59%	0.00%	+0.5%	Q4 2024
NVDANvidia Corp	$1.05M	0.57%	0.00%	+0.4%	Q4 2024
CATCaterpillar Inc	$858K	0.47%	0.00%	+0.4%	Q4 2024
LLYELI LILLY & Co	$842K	0.46%	0.00%	+0.7%	Q4 2024
MCDMcdonalds Corp	$763K	0.41%	0.00%	0.0%	Q4 2024
MRVLMarvell Technology, Inc.	$685K	0.37%	0.00%	+0.8%	Q2 2025
GOOGLAlphabet Inc.	$629K	0.34%	0.00%	+0.4%	Q4 2024
PANWPalo Alto Networks Inc	$607K	0.33%	0.00%	+1.1%	Q4 2025
VVisa Inc.	$600K	0.33%	0.00%	+0.9%	Q2 2025
MSFTMicrosoft Corp	$564K	0.31%	0.00%	+2.4%	Q4 2024
METAMeta Platforms, Inc.	$544K	0.30%	Not reported	+3.2%	Q4 2024
AMDAdvanced Micro Devices Inc	$530K	0.29%	0.00%	+1.2%	Q1 2026
BRK.BBerkshire Hathaway Inc	$526K	0.28%	Not reported	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$524K	0.28%	0.00%	+304.2%	Q4 2025
ABBVAbbVie Inc.	$478K	0.26%	0.00%	Not reported	Q4 2025
MPCMarathon Petroleum Corp	$478K	0.26%	0.00%	+0.4%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$470K	0.25%	Not reported	+0.2%	Q4 2024
TSLATesla, Inc.	$462K	0.25%	0.00%	+0.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$461K	0.25%	Not reported	Not reported	Q4 2024
ANETArista Networks, Inc.	$456K	0.25%	0.00%	+1.5%	Q2 2025
JNJJohnson & Johnson	$368K	0.20%	0.00%	+1.4%	Q1 2026
JPMJPMorgan Chase & Co	$356K	0.19%	0.00%	+1.6%	Q2 2025
MTBM&T Bank Corp	$339K	0.18%	0.00%	+0.7%	Q4 2024
ABNBAirbnb, Inc.	$333K	0.18%	Not reported	+2.0%	Q4 2025
LEOBNY Mellon Strategic Municipals, Inc.	$324K	0.18%	Not reported	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$319K	0.17%	0.00%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$316K	0.17%	0.00%	+1.8%	Q2 2025
ETNEaton Corp plc	$315K	0.17%	0.00%	+1.5%	Q2 2025
GDGeneral Dynamics Corp	$304K	0.16%	0.00%	-4.1%	Q4 2025
NEENextera Energy Inc	$293K	0.16%	0.00%	+1.8%	Q4 2025
AVGOBroadcom Inc.	$291K	0.16%	0.00%	+1.5%	Q2 2025
MAMastercard Inc	$288K	0.16%	0.00%	+0.8%	Q2 2025
UNHUnitedhealth Group Inc	$287K	0.16%	0.00%	+1.4%	Q1 2026
GEGeneral Electric Co	$275K	0.15%	0.00%	+2.1%	Q2 2025
BURLBurlington Stores, Inc.	$270K	0.15%	0.00%	+2.0%	Q2 2025
CCitigroup Inc	$269K	0.15%	0.00%	+2.0%	Q1 2026
NOWServiceNow, Inc.	$265K	0.14%	0.00%	New	Q2 2026
CVSCVS HEALTH Corp	$261K	0.14%	0.00%	+1.7%	Q1 2026
ROPRoper Technologies Inc	$257K	0.14%	0.00%	+0.6%	Q1 2026
CRMSalesforce, Inc.	$257K	0.14%	0.00%	+0.8%	Q4 2025
PENPenumbra Inc	$255K	0.14%	0.00%	+1.8%	Q2 2025
UBERUber Technologies, Inc	$240K	0.13%	0.00%	+0.5%	Q2 2025
CEGConstellation Energy Corp	$234K	0.13%	0.00%	-4.8%	Q4 2025
DALDelta Air Lines, Inc.	$228K	0.12%	0.00%	New	Q2 2026
ADBEAdobe Inc.	$226K	0.12%	0.00%	New	Q2 2026
ORLYO Reilly Automotive Inc	$225K	0.12%	0.00%	+2.2%	Q2 2025
AXPAmerican Express Co	$223K	0.12%	0.00%	Not reported	Q4 2025
MYIBlackRock Muniyield Quality Fund III, Inc.	$222K	0.12%	Not reported	Not reported	Q4 2025

Q1 2026Reported May 13, 202650 positions
AMZNAmazon Com Inc	$1.33M	0.78%	0.00%	-2.4%	Q4 2024
AAPLApple Inc.	$1.26M	0.74%	0.00%	-9.5%	Q4 2024
NVDANvidia Corp	$1.03M	0.60%	0.00%	-9.9%	Q4 2024
CATCaterpillar Inc	$912K	0.54%	0.00%	-27.0%	Q4 2024
VLOValero Energy Corp	$774K	0.46%	0.00%	+0.2%	Q4 2024
MCDMcdonalds Corp	$770K	0.45%	0.00%	-1.6%	Q4 2024
GOOGLAlphabet Inc.	$701K	0.41%	0.00%	-23.3%	Q4 2024
LLYELI LILLY & Co	$685K	0.40%	0.00%	-15.0%	Q4 2024
TSLATesla, Inc.	$585K	0.34%	0.00%	-16.4%	Q4 2024
METAMeta Platforms, Inc.	$535K	0.31%	Not reported	-6.9%	Q4 2024
VVisa Inc.	$532K	0.31%	0.00%	-7.2%	Q2 2025
BRK.BBerkshire Hathaway Inc	$503K	0.30%	Not reported	Not reported	Q4 2024
MRVLMarvell Technology, Inc.	$503K	0.30%	0.00%	-25.3%	Q2 2025
AMDAdvanced Micro Devices Inc	$486K	0.29%	0.00%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$453K	0.27%	Not reported	+1.8%	Q4 2024
MSFTMicrosoft Corp	$451K	0.27%	0.00%	-6.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$437K	0.26%	Not reported	-0.2%	Q4 2024
ABBVAbbVie Inc.	$396K	0.23%	0.00%	-0.4%	Q4 2025
MPCMarathon Petroleum Corp	$337K	0.20%	0.00%	+0.5%	Q2 2025
LEOBNY Mellon Strategic Municipals, Inc.	$332K	0.20%	Not reported	Not reported	Q4 2024
PANWPalo Alto Networks Inc	$327K	0.19%	0.00%	-2.1%	Q4 2025
PGPROCTER & GAMBLE Co	$318K	0.19%	0.00%	-9.4%	Q4 2024
NEENextera Energy Inc	$317K	0.19%	0.00%	-23.5%	Q4 2025
ANETArista Networks, Inc.	$315K	0.18%	0.00%	-29.7%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$314K	0.18%	0.00%	-7.1%	Q4 2025
JNJJohnson & Johnson	$311K	0.18%	0.00%	New	Q1 2026
JPMJPMorgan Chase & Co	$295K	0.17%	0.00%	-18.2%	Q2 2025
AVGOBroadcom Inc.	$288K	0.17%	0.00%	-12.2%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$286K	0.17%	0.00%	-44.9%	Q2 2025
UNHUnitedhealth Group Inc	$282K	0.17%	0.00%	New	Q1 2026
GDGeneral Dynamics Corp	$279K	0.16%	0.00%	-23.8%	Q4 2025
MTBM&T Bank Corp	$278K	0.16%	0.00%	+0.7%	Q4 2024
ETNEaton Corp plc	$275K	0.16%	0.00%	-24.2%	Q2 2025
CEGConstellation Energy Corp	$259K	0.15%	0.00%	-14.4%	Q4 2025
CVSCVS HEALTH Corp	$257K	0.15%	0.00%	New	Q1 2026
MAMastercard Inc	$251K	0.15%	0.00%	-10.2%	Q2 2025
PENPenumbra Inc	$247K	0.15%	0.00%	-33.9%	Q2 2025
UBERUber Technologies, Inc	$241K	0.14%	0.00%	+2.7%	Q2 2025
CCitigroup Inc	$240K	0.14%	0.00%	New	Q1 2026
WMTWalmart Inc.	$239K	0.14%	0.00%	New	Q1 2026
ABNBAirbnb, Inc.	$239K	0.14%	Not reported	-15.2%	Q4 2025
MYIBlackRock Muniyield Quality Fund III, Inc.	$224K	0.13%	Not reported	Not reported	Q4 2025
GEGeneral Electric Co	$222K	0.13%	0.00%	-32.1%	Q2 2025
ORLYO Reilly Automotive Inc	$218K	0.13%	0.00%	-14.1%	Q2 2025
CRMSalesforce, Inc.	$217K	0.13%	0.00%	+11.9%	Q4 2025
BURLBurlington Stores, Inc.	$215K	0.13%	0.00%	-31.5%	Q2 2025
SPGIS&P Global Inc.	$214K	0.13%	0.00%	New	Q1 2026
GILDGilead Sciences, Inc.	$211K	0.12%	0.00%	New	Q1 2026
CVXChevron Corp	$208K	0.12%	0.00%	-0.7%	Q4 2025
ROPRoper Technologies Inc	$208K	0.12%	0.00%	New	Q1 2026
Q4 2025Reported Feb 11, 202654 positions
AAPLApple Inc.	$1.29M	0.79%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.06M	0.65%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$1.02M	0.62%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$972K	0.60%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$928K	0.57%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$835K	0.51%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$752K	0.46%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$687K	0.42%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$639K	0.39%	Not reported	Not reported	Q4 2024
VLOValero Energy Corp	$624K	0.38%	0.00%	Not reported	Q4 2024
VVisa Inc.	$576K	0.35%	0.00%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$519K	0.32%	Not reported	Not reported	Q4 2024
MSFTMicrosoft Corp	$491K	0.30%	0.00%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$474K	0.29%	0.00%	Not reported	Q2 2025
ANETArista Networks, Inc.	$450K	0.28%	0.00%	Not reported	Q2 2025
ABBVAbbVie Inc.	$426K	0.26%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$411K	0.25%	Not reported	Not reported	Q4 2024
NUENucor Corp	$407K	0.25%	0.00%	Not reported	Q2 2025
NEENextera Energy Inc	$398K	0.24%	0.00%	New	Q4 2025
SLBSLB Limited	$396K	0.24%	0.00%	New	Q4 2025
PENPenumbra Inc	$393K	0.24%	0.00%	Not reported	Q2 2025
PGPROCTER & GAMBLE Co	$388K	0.24%	0.00%	Not reported	Q4 2024
KEYSKeysight Technologies, Inc.	$385K	0.24%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$385K	0.24%	Not reported	Not reported	Q4 2024
GDGeneral Dynamics Corp	$380K	0.23%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$376K	0.23%	0.00%	Not reported	Q2 2025
GEGeneral Electric Co	$348K	0.21%	0.00%	Not reported	Q2 2025
PLDPrologis, Inc.	$347K	0.21%	0.00%	New	Q4 2025
ETNEaton Corp plc	$341K	0.21%	0.00%	Not reported	Q2 2025
LEOBNY Mellon Strategic Municipals, Inc.	$337K	0.21%	Not reported	Not reported	Q4 2024
MRVLMarvell Technology, Inc.	$336K	0.21%	0.00%	Not reported	Q2 2025
BURLBurlington Stores, Inc.	$331K	0.20%	0.00%	Not reported	Q2 2025
MTBM&T Bank Corp	$312K	0.19%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$308K	0.19%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$307K	0.19%	0.00%	New	Q4 2025
MAMastercard Inc	$303K	0.19%	0.00%	Not reported	Q2 2025
ECLEcolab Inc.	$301K	0.18%	0.00%	New	Q4 2025
CEGConstellation Energy Corp	$279K	0.17%	0.00%	New	Q4 2025
MPCMarathon Petroleum Corp	$271K	0.17%	0.00%	Not reported	Q2 2025
AVGOBroadcom Inc.	$266K	0.16%	0.00%	Not reported	Q2 2025
ORLYO Reilly Automotive Inc	$258K	0.16%	0.00%	Not reported	Q2 2025
PANWPalo Alto Networks Inc	$256K	0.16%	0.00%	New	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$256K	0.16%	0.00%	New	Q4 2025
ABNBAirbnb, Inc.	$251K	0.15%	Not reported	New	Q4 2025
ISRGIntuitive Surgical Inc	$245K	0.15%	0.00%	New	Q4 2025
ACNAccenture plc	$243K	0.15%	0.00%	Not reported	Q4 2024
BXBlackstone Inc.	$241K	0.15%	0.00%	Not reported	Q2 2025
MYIBlackRock Muniyield Quality Fund III, Inc.	$229K	0.14%	Not reported	New	Q4 2025
UBERUber Technologies, Inc	$226K	0.14%	0.00%	Not reported	Q2 2025
DPZDominos Pizza Inc	$223K	0.14%	0.00%	New	Q4 2025

Q2 2025Reported Aug 13, 202541 positions
AMZNAmazon Com Inc	$1.04M	0.72%	0.00%	+13.6%	Q4 2024
AAPLApple Inc.	$1.01M	0.70%	0.00%	+28.1%	Q4 2024
UPSUnited Parcel Service Inc	$1M	0.69%	0.00%	+0.7%	Q4 2024
NVDANvidia Corp	$861K	0.59%	0.00%	+47.8%	Q4 2024
MCDMcdonalds Corp	$845K	0.58%	0.00%	-1.4%	Q4 2024
METAMeta Platforms, Inc.	$672K	0.46%	Not reported	+49.1%	Q4 2024
CATCaterpillar Inc	$504K	0.35%	0.00%	+73.7%	Q4 2024
MSFTMicrosoft Corp	$492K	0.34%	0.00%	+83.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$488K	0.34%	Not reported	Not reported	Q4 2024
TSLATesla, Inc.	$477K	0.33%	0.00%	+151.8%	Q4 2024
LLYELI LILLY & Co	$463K	0.32%	0.00%	+48.4%	Q4 2024
GOOGLAlphabet Inc.	$453K	0.31%	0.00%	+105.9%	Q4 2024
VLOValero Energy Corp	$411K	0.28%	0.00%	+1.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$386K	0.27%	Not reported	-1.8%	Q4 2024
ANETArista Networks, Inc.	$367K	0.25%	0.00%	New	Q2 2025
QQQInvesco QQQ Trust, Series 1	$365K	0.25%	Not reported	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$346K	0.24%	0.00%	Not reported	Q4 2024
LEOBNY Mellon Strategic Municipals, Inc.	$307K	0.21%	Not reported	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$277K	0.19%	0.00%	New	Q2 2025
TMUST-Mobile US, Inc.	$272K	0.19%	0.00%	New	Q2 2025
XYZBlock, Inc.	$264K	0.18%	Not reported	New	Q2 2025
AVGOBroadcom Inc.	$252K	0.17%	0.00%	New	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$250K	0.17%	0.00%	New	Q2 2025
MTBM&T Bank Corp	$249K	0.17%	0.00%	+1.5%	Q4 2024
MAMastercard Inc	$248K	0.17%	0.00%	New	Q2 2025
ETNEaton Corp plc	$247K	0.17%	0.00%	New	Q2 2025
ACNAccenture plc	$240K	0.17%	0.00%	-5.9%	Q4 2024
MRVLMarvell Technology, Inc.	$238K	0.16%	0.00%	New	Q2 2025
GEGeneral Electric Co	$233K	0.16%	0.00%	New	Q2 2025
BXBlackstone Inc.	$229K	0.16%	0.00%	New	Q2 2025
BURLBurlington Stores, Inc.	$227K	0.16%	0.00%	New	Q2 2025
PENPenumbra Inc	$219K	0.15%	0.00%	New	Q2 2025
CMGChipotle Mexican Grill Inc	$214K	0.15%	0.00%	New	Q2 2025
NUENucor Corp	$213K	0.15%	0.00%	New	Q2 2025
DXCMDexcom Inc	$213K	0.15%	0.00%	New	Q2 2025
TKOTKO Group Holdings, Inc.	$210K	0.14%	Not reported	New	Q2 2025
MPCMarathon Petroleum Corp	$209K	0.14%	0.00%	New	Q2 2025
VVisa Inc.	$203K	0.14%	0.00%	New	Q2 2025
UBERUber Technologies, Inc	$203K	0.14%	0.00%	New	Q2 2025
ORLYO Reilly Automotive Inc	$202K	0.14%	0.00%	New	Q2 2025
SBUXStarbucks Corp	$201K	0.14%	0.00%	New	Q2 2025

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