Daner Wealth Management, LLC
Daner Wealth Management, LLC reported 96 holdings worth US$184M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Daner Wealth Management, LLC reported 96 holdings worth US$184M as of Jun 30, 2026. Largest: Amazon.com, Inc., Apple Inc and Valero Energy Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 96
- Value as reported
- US$184M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 5,032 | US$1.33M | 0.72% |
| Apple Inc | 4,315 | US$1.32M | 0.71% |
| Valero Energy Corporation | 3,148 | US$1.08M | 0.59% |
| Nvidia Corporation | 4,669 | US$1.05M | 0.57% |
| Caterpillar, Inc. | 1,004 | US$858K | 0.47% |
| Eli Lilly And Company | 697 | US$842K | 0.46% |
| Mcdonald's Corporation | 2,802 | US$763K | 0.41% |
| Marvell Technology, Inc. | 3,081 | US$685K | 0.37% |
| Alphabet Inc (google) Class C | 1,817 | US$629K | 0.34% |
| Palo Alto Networks, Inc. | 1,533 | US$607K | 0.33% |
| Visa Inc. | 1,643 | US$600K | 0.33% |
| Microsoft Corp. | 1,134 | US$564K | 0.31% |
| Meta Platforms, Inc. | 915 | US$544K | 0.30% |
| Advanced Micro Devices Inc | 1,098 | US$530K | 0.29% |
| Berkshire Hathaway Inc. | 1,037 | US$526K | 0.28% |
| Crowdstrike Holdings, Inc. | 2,324 | US$524K | 0.28% |
| Abbvie Inc. | 1,906 | US$478K | 0.26% |
| Marathon Petroleum Corporation | 1,341 | US$478K | 0.26% |
| Tesla, Inc. | 1,358 | US$462K | 0.25% |
| Arista Networks, Inc. | 2,240 | US$456K | 0.25% |
| Johnson & Johnson | 1,405 | US$368K | 0.20% |
| Jp Morgan Chase & Co. | 981 | US$356K | 0.19% |
| M&t Bank Corporation | 1,339 | US$339K | 0.18% |
| Airbnb, Inc. | 1,801 | US$333K | 0.18% |
| Procter & Gamble Company (the) | 2,209 | US$319K | 0.17% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 734 | US$316K | 0.17% |
| General Dynamics Corporation | 774 | US$304K | 0.16% |
| Nextera Energy, Inc. | 3,408 | US$293K | 0.16% |
| Broadcom Inc. | 697 | US$291K | 0.16% |
| Mastercard Incorporated | 507 | US$288K | 0.16% |
| Unitedhealth Group Incorporated | 720 | US$287K | 0.16% |
| Ge Aerospace | 762 | US$275K | 0.15% |
| Burlington Stores, Inc. | 759 | US$270K | 0.15% |
| Citigroup, Inc. | 1,938 | US$269K | 0.15% |
| Servicenow, Inc. | 2,081 | US$265K | 0.14% |
| Cvs Health Corporation | 2,743 | US$261K | 0.14% |
| Roper Technologies, Inc. | 646 | US$257K | 0.14% |
| Salesforce, Inc. | 1,275 | US$257K | 0.14% |
| Penumbra, Inc. | 780 | US$255K | 0.14% |
| Uber Technologies, Inc. | 3,168 | US$240K | 0.13% |
| Constellation Energy Corporation | 839 | US$234K | 0.13% |
| Delta Air Lines, Inc. | 2,501 | US$228K | 0.12% |
| Adobe Inc. | 836 | US$226K | 0.12% |
| O'reilly Automotive, Inc. | 2,428 | US$225K | 0.12% |
| American Express Company | 650 | US$223K | 0.12% |
| Chevron Corporation | 1,123 | US$222K | 0.12% |
| Gilead Sciences, Inc. | 1,575 | US$218K | 0.12% |
| S&p Global Inc. | 508 | US$215K | 0.12% |
| Walmart Inc. | 1,845 | US$214K | 0.12% |
| Norfolk Southern Corporation | 629 | US$212K | 0.12% |
| Ecolab Inc. | 767 | US$212K | 0.11% |
| Booking Holdings Inc. Common Stock | 947 | US$202K | 0.11% |
Source
View original at SEC
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