# EDGAR Filing Document

**Accession Number:** 0001634553
**File Stem:** 0001634553-23-000001
**Filing Date:** 2023-1
**Character Count:** 16010
**Document Hash:** f3096abcf0fcc43be34c9227f771262a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001634553-23-000001.hdr.sgml**: 20230123

**ACCESSION NUMBER**: 0001634553-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230123

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230123

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Domani Wealth, LLC
- **CENTRAL INDEX KEY:** 0001634553
- **IRS NUMBER:** 472424156
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16866
- **FILM NUMBER:** 23542035

**BUSINESS ADDRESS:**
- **STREET 1:** 1869 CHARTER LANE
- **STREET 2:** SUITE 302
- **CITY:** LANCASTER
- **STATE:** PA
- **ZIP:** 17601
- **BUSINESS PHONE:** 717-393-9721

**MAIL ADDRESS:**
- **STREET 1:** 221 WEST PHILADELPHIA STREET
- **STREET 2:** SUITE 303
- **CITY:** YORK
- **STATE:** PA
- **ZIP:** 17401

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PBWM Holdings, LLC
- **DATE OF NAME CHANGE:** 20150220

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Domani Wealth LLC<br>**Address:** 221 WEST PHILADELPHIA STREET<br>SUITE 303<br>YORK, PA 17401

**Form 13F File Number:** 028-16866

**CRD Number (if applicable):** 000174303

**SEC File Number (if applicable):** 801-80939

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Scott D. Michael<br>**Title:** Chief Compliance Officer/Partner<br>**Phone:** 717.846.6214

**Signature, Place, and Date of Signing:**

Scott D. Michael  York, PA  01-19-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 117

**Form 13F Information Table Value Total:** $399674000

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Abbott Laboratories | COM | 002824100 |  | 367000 | 3347 | SH |  | SOLE |  | 0 | 0 | 3347 |
| AbbVie Inc. | COM | 00287Y109 |  | 481000 | 2976 | SH |  | SOLE |  | 0 | 0 | 2976 |
| Accenture PLC A | SHS CLASS A | G1151C101 |  | 1856000 | 6955 | SH |  | SOLE |  | 0 | 0 | 6955 |
| Alphabet Inc. Class A | CAP STK CL A | 02079K305 |  | 272000 | 3080 | SH |  | SOLE |  | 0 | 0 | 3080 |
| Alphabet Inc. Class C | CAP STK CL C | 02079K107 |  | 658000 | 7414 | SH |  | SOLE |  | 0 | 0 | 7414 |
| Altria Group Inc. | COM | 02209S103 |  | 246000 | 5384 | SH |  | SOLE |  | 0 | 0 | 5384 |
| Amazon Com Inc | COM | 023135106 |  | 801000 | 9540 | SH |  | SOLE |  | 0 | 0 | 9540 |
| American Electric Power Co Inc. | COM | 025537101 |  | 753000 | 7934 | SH |  | SOLE |  | 0 | 0 | 7934 |
| American Express Co. | COM | 025816109 |  | 730000 | 4939 | SH |  | SOLE |  | 0 | 0 | 4939 |
| Ameriprise Financial Inc. | COM | 03076C106 |  | 560000 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| Amgen Inc. | COM | 031162100 |  | 208000 | 793 | SH |  | SOLE |  | 0 | 0 | 793 |
| Apple Inc. | COM | 037833100 |  | 16834000 | 129564 | SH |  | SOLE |  | 0 | 0 | 129564 |
| Ares Capital | COM | 04010L103 |  | 2726000 | 147588 | SH |  | SOLE |  | 0 | 0 | 147588 |
| Armstrong World Industries Inc | COM | 04247X102 |  | 425000 | 6195 | SH |  | SOLE |  | 0 | 0 | 6195 |
| AT Inc. | COM | 00206R102 |  | 718000 | 39020 | SH |  | SOLE |  | 0 | 0 | 39020 |
| Berkshire Hathaway B | CL B NEW | 084670702 |  | 399000 | 1291 | SH |  | SOLE |  | 0 | 0 | 1291 |
| Bristol-Myers Squibb Co. | COM | 110122108 |  | 533000 | 7405 | SH |  | SOLE |  | 0 | 0 | 7405 |
| Calamos Strategic Total Return Fund CEF | COM SH BEN INT | 128125101 |  | 1739000 | 129550 | SH |  | SOLE |  | 0 | 0 | 129550 |
| Charter Communications Inc. DEl Cl A | CL A | 16119P108 |  | 287000 | 847 | SH |  | SOLE |  | 0 | 0 | 847 |
| Chevron Corporation | COM | 166764100 |  | 1333000 | 7426 | SH |  | SOLE |  | 0 | 0 | 7426 |
| Cisco Systems Inc. | COM | 17275R102 |  | 455000 | 9557 | SH |  | SOLE |  | 0 | 0 | 9557 |
| Comcast Corp Cl A | CL A | 20030N101 |  | 635000 | 18154 | SH |  | SOLE |  | 0 | 0 | 18154 |
| Danaher Corp | COM | 235851102 |  | 6562000 | 24723 | SH |  | SOLE |  | 0 | 0 | 24723 |
| DCP Midstream LP | COM UT LTD PTN | 23311P100 |  | 861000 | 22200 | SH |  | SOLE |  | 0 | 0 | 22200 |
| Deere  Co. | COM | 244199105 |  | 219000 | 512 | SH |  | SOLE |  | 0 | 0 | 512 |
| Dentsply Sirona Inc | COM | 24906P109 |  | 927000 | 29100 | SH |  | SOLE |  | 0 | 0 | 29100 |
| DFA TA U.S. Core Equity 2 | US CORE EQUITY 2 | 25434V708 |  | 1169000 | 48159 | SH |  | SOLE |  | 0 | 0 | 48159 |
| Discover Financial Services | COM | 254709108 |  | 211000 | 2160 | SH |  | SOLE |  | 0 | 0 | 2160 |
| Duke Energy Corporation | COM NEW | 26441C204 |  | 380000 | 3689 | SH |  | SOLE |  | 0 | 0 | 3689 |
| Eaton Vance Enhanced Equity Income II CEF | COM | 278277108 |  | 257000 | 15500 | SH |  | SOLE |  | 0 | 0 | 15500 |
| Eli Lilly  Company | COM | 532457108 |  | 553000 | 1511 | SH |  | SOLE |  | 0 | 0 | 1511 |
| Enterprise Products Partners LP | COM | 293792107 |  | 2563000 | 106252 | SH |  | SOLE |  | 0 | 0 | 106252 |
| Exxon Mobil Corporation | COM | 30231G102 |  | 1352000 | 12253 | SH |  | SOLE |  | 0 | 0 | 12253 |
| First National Community Bancorp Inc | COM | 302578109 |  | 253000 | 30811 | SH |  | SOLE |  | 0 | 0 | 30811 |
| Fortive Corp Com | COM | 34959J108 |  | 773000 | 12038 | SH |  | SOLE |  | 0 | 0 | 12038 |
| Fulton Finl Corp. | COM | 360271100 |  | 341000 | 20259 | SH |  | SOLE |  | 0 | 0 | 20259 |
| Global X S 500 Catholic Values ETF | S 500 CATHOLIC | 37954Y889 |  | 534000 | 11472 | SH |  | SOLE |  | 0 | 0 | 11472 |
| Intl Business Mach Corp. | COM | 459200101 |  | 393000 | 2790 | SH |  | SOLE |  | 0 | 0 | 2790 |
| Invesco Zacks Mid-Cap ETF | ZACKS MID CAP | 46137Y401 |  | 760000 | 8546 | SH |  | SOLE |  | 0 | 0 | 8546 |
| Ishares Barclays Aggregate Bond ETF | CORE US AGGBD ET | 464287226 |  | 1475000 | 15209 | SH |  | SOLE |  | 0 | 0 | 15209 |
| iShares Core MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 |  | 2524000 | 40949 | SH |  | SOLE |  | 0 | 0 | 40949 |
| iShares MSCI EAFE Growth ETF | EAFE GRWTH ETF | 464288885 |  | 3321000 | 39645 | SH |  | SOLE |  | 0 | 0 | 39645 |
| iShares MSCI EAFE Index ETF | MSCI EAFE ETF | 464287465 |  | 19550000 | 297839 | SH |  | SOLE |  | 0 | 0 | 297839 |
| iShares MSCI Value Index ETF | EAFE VALUE ETF | 464288877 |  | 2320000 | 50571 | SH |  | SOLE |  | 0 | 0 | 50571 |
| iShares Russell 1000 ETF | RUS 1000 ETF | 464287622 |  | 12936000 | 61448 | SH |  | SOLE |  | 0 | 0 | 61448 |
| iShares Russell 1000 Growth ETF | RUS 1000 GRW ETF | 464287614 |  | 13103000 | 61161 | SH |  | SOLE |  | 0 | 0 | 61161 |
| iShares Russell 1000 Value ETF | RUS 1000 VAL ETF | 464287598 |  | 12282000 | 80991 | SH |  | SOLE |  | 0 | 0 | 80991 |
| iShares Russell 2000 ETF | RUSSELL 2000 ETF | 464287655 |  | 10671000 | 61203 | SH |  | SOLE |  | 0 | 0 | 61203 |
| iShares Russell 2000 Growth ETF | RUS 2000 GRW ETF | 464287648 |  | 1951000 | 9097 | SH |  | SOLE |  | 0 | 0 | 9097 |
| iShares Russell 2000 Value ETF | RUS 2000 VAL ETF | 464287630 |  | 1147000 | 8269 | SH |  | SOLE |  | 0 | 0 | 8269 |
| iShares Russell Midcap ETF | RUS MID CAP ETF | 464287499 |  | 5446000 | 80736 | SH |  | SOLE |  | 0 | 0 | 80736 |
| iShares Russell Midcap Value ETF | RUS MDCP VAL ETF | 464287473 |  | 263000 | 2497 | SH |  | SOLE |  | 0 | 0 | 2497 |
| iShares S 500 ETF | CORE S ETF | 464287200 |  | 6843000 | 17811 | SH |  | SOLE |  | 0 | 0 | 17811 |
| iShares S 500 Value Index Fund ETF | S 500 VAL ETF | 464287408 |  | 1236000 | 8521 | SH |  | SOLE |  | 0 | 0 | 8521 |
| iShares S Midcap 400 ETF | CORE S MCP ETF | 464287507 |  | 18675000 | 77204 | SH |  | SOLE |  | 0 | 0 | 77204 |
| iShares S Smallcap ETF | CORE S SCP ETF | 464287804 |  | 1054000 | 11132 | SH |  | SOLE |  | 0 | 0 | 11132 |
| iShares S Growth Index ETF | S 500 GRWT ETF | 464287309 |  | 1995000 | 34095 | SH |  | SOLE |  | 0 | 0 | 34095 |
| Johnson  Johnson | COM | 478160104 |  | 2871000 | 16250 | SH |  | SOLE |  | 0 | 0 | 16250 |
| JP Morgan Chase  Co. | COM | 46625H100 |  | 494000 | 3687 | SH |  | SOLE |  | 0 | 0 | 3687 |
| JPMorgan Ultra-Short Income ETF | ULTRA SHRT INC | 46641Q837 |  | 18344000 | 365926 | SH |  | SOLE |  | 0 | 0 | 365926 |
| Kinder Morgan Inc Class P | COM | 49456B101 |  | 507000 | 28016 | SH |  | SOLE |  | 0 | 0 | 28016 |
| Lowe's Companies Inc | COM | 548661107 |  | 663000 | 3328 | SH |  | SOLE |  | 0 | 0 | 3328 |
| Marsh  Mc Lennan Co Inc | COM | 571748102 |  | 553000 | 3340 | SH |  | SOLE |  | 0 | 0 | 3340 |
| McDonald's Corporation | COM | 580135101 |  | 499000 | 1892 | SH |  | SOLE |  | 0 | 0 | 1892 |
| McKesson Inc. | COM | 58155Q103 |  | 339000 | 905 | SH |  | SOLE |  | 0 | 0 | 905 |
| Merck  Co. Inc. | COM | 58933Y105 |  | 1038000 | 9357 | SH |  | SOLE |  | 0 | 0 | 9357 |
| Microsoft Corp. | COM | 594918104 |  | 2836000 | 11825 | SH |  | SOLE |  | 0 | 0 | 11825 |
| NextEra Energy Inc. | COM | 65339F101 |  | 832000 | 9951 | SH |  | SOLE |  | 0 | 0 | 9951 |
| Nvidia Corporation | COM | 67066G104 |  | 1226000 | 8389 | SH |  | SOLE |  | 0 | 0 | 8389 |
| Oppenheimer Large Cap Revenue ETF | S 500 REVENUE | 46138G698 |  | 317000 | 4284 | SH |  | SOLE |  | 0 | 0 | 4284 |
| Oracle Corp. | COM | 68389X105 |  | 363000 | 4445 | SH |  | SOLE |  | 0 | 0 | 4445 |
| PA Power  Light | COM | 69351T106 |  | 200000 | 6848 | SH |  | SOLE |  | 0 | 0 | 6848 |
| Pepsico Inc. | COM | 713448108 |  | 4655000 | 25769 | SH |  | SOLE |  | 0 | 0 | 25769 |
| Pfizer Inc. | COM | 717081103 |  | 302000 | 5899 | SH |  | SOLE |  | 0 | 0 | 5899 |
| PIMCO Enhanced Short Maturity Active ETF | ENHAN SHRT MA AC | 72201R833 |  | 2211000 | 22414 | SH |  | SOLE |  | 0 | 0 | 22414 |
| PNC Financial Services Group | COM | 693475105 |  | 369000 | 2338 | SH |  | SOLE |  | 0 | 0 | 2338 |
| PowerShares QQQ | UNIT SER 1 | 46090E103 |  | 300000 | 1126 | SH |  | SOLE |  | 0 | 0 | 1126 |
| PPG Industries Inc. | COM | 693506107 |  | 524000 | 4168 | SH |  | SOLE |  | 0 | 0 | 4168 |
| Procter  Gamble Co. | COM | 742718109 |  | 3860000 | 25471 | SH |  | SOLE |  | 0 | 0 | 25471 |
| Public Service Ent Group Inc | COM | 744573106 |  | 262000 | 4274 | SH |  | SOLE |  | 0 | 0 | 4274 |
| Raytheon Technologies Ord | COM | 75513E101 |  | 800000 | 7931 | SH |  | SOLE |  | 0 | 0 | 7931 |
| Realty Income Corp. | COM | 756109104 |  | 473000 | 7455 | SH |  | SOLE |  | 0 | 0 | 7455 |
| Schwab Short-Term US Treasury ETF | SHT TM US TRES | 808524862 |  | 1008000 | 20890 | SH |  | SOLE |  | 0 | 0 | 20890 |
| Schwab U.S. Large Cap Growth ETF | US LCAP GR ETF | 808524300 |  | 489000 | 8800 | SH |  | SOLE |  | 0 | 0 | 8800 |
| Schwab U.S. Large Cap Value ETF | US LCAP VA ETF | 808524409 |  | 378000 | 5727 | SH |  | SOLE |  | 0 | 0 | 5727 |
| Schwab US Broad Market ETF | US BRD MKT ETF | 808524102 |  | 15596000 | 348039 | SH |  | SOLE |  | 0 | 0 | 348039 |
| Schwab US Large-Cap ETF | US LRG CAP ETF | 808524201 |  | 13879000 | 307389 | SH |  | SOLE |  | 0 | 0 | 307389 |
| Schwab US Mid-Cap ETF | US MID-CAP ETF | 808524508 |  | 1065000 | 16227 | SH |  | SOLE |  | 0 | 0 | 16227 |
| Schwab US Small-Cap ETF | US SML CAP ETF | 808524607 |  | 1850000 | 45668 | SH |  | SOLE |  | 0 | 0 | 45668 |
| Shopify Inc. Class A | CL A | 82509L107 |  | 417000 | 12027 | SH |  | SOLE |  | 0 | 0 | 12027 |
| Southern Company | COM | 842587107 |  | 363000 | 5085 | SH |  | SOLE |  | 0 | 0 | 5085 |
| SPDR Dow Jones Industrial Average ETF | UT SER 1 | 78467X109 |  | 384000 | 1158 | SH |  | SOLE |  | 0 | 0 | 1158 |
| SPDR MSCI ACWI ex-US ETF | MSCI ACWI EXUS | 78463X848 |  | 3509000 | 145834 | SH |  | SOLE |  | 0 | 0 | 145834 |
| SPDR S 500 ETF | TR UNIT | 78462F103 |  | 6493000 | 16979 | SH |  | SOLE |  | 0 | 0 | 16979 |
| SPDR S Dividend ETF | S DIVID ETF | 78464A763 |  | 2561000 | 20472 | SH |  | SOLE |  | 0 | 0 | 20472 |
| SPDR S Regional Banking ETF | S REGL BKG | 78464A698 |  | 563000 | 9592 | SH |  | SOLE |  | 0 | 0 | 9592 |
| Synopsys Corp | COM | 871607107 |  | 998000 | 3125 | SH |  | SOLE |  | 0 | 0 | 3125 |
| Target Corporation | COM | 87612E106 |  | 858000 | 5758 | SH |  | SOLE |  | 0 | 0 | 5758 |
| Tesla Motors Inc | COM | 88160R101 |  | 243000 | 1971 | SH |  | SOLE |  | 0 | 0 | 1971 |
| Texas Instruments Inc. | COM | 882508104 |  | 880000 | 5328 | SH |  | SOLE |  | 0 | 0 | 5328 |
| The Blackstone Group L.P. | COM CL A | 09260D107 |  | 440000 | 5934 | SH |  | SOLE |  | 0 | 0 | 5934 |
| The Hershey Company | COM | 427866108 |  | 709000 | 3060 | SH |  | SOLE |  | 0 | 0 | 3060 |
| The Home Depot Inc. | COM | 437076102 |  | 218000 | 689 | SH |  | SOLE |  | 0 | 0 | 689 |
| TJX Companies | COM | 872540109 |  | 229000 | 2882 | SH |  | SOLE |  | 0 | 0 | 2882 |
| Union Pacific Corporation | COM | 907818108 |  | 299000 | 1446 | SH |  | SOLE |  | 0 | 0 | 1446 |
| United Health Group | COM | 91324P102 |  | 1787000 | 3371 | SH |  | SOLE |  | 0 | 0 | 3371 |
| Vanguard Dividend Appreciation Index ETF | DIV APP ETF | 921908844 |  | 203000 | 1338 | SH |  | SOLE |  | 0 | 0 | 1338 |
| Vanguard FTSE All-World ex-US ETF | ALLWRLD EX US | 922042775 |  | 34546000 | 689000 | SH |  | SOLE |  | 0 | 0 | 689000 |
| Vanguard Growth ETF | GROWTH ETF | 922908736 |  | 228000 | 1072 | SH |  | SOLE |  | 0 | 0 | 1072 |
| Vanguard Mid-Cap Growth ETF | MCAP GR IDXVIP | 922908538 |  | 423000 | 2353 | SH |  | SOLE |  | 0 | 0 | 2353 |
| Vanguard S 500 ETF | S 500 ETF SHS | 922908363 |  | 86509000 | 246226 | SH |  | SOLE |  | 0 | 0 | 246226 |
| Vanguard Short Term Bond ETF | SHORT TRM BOND | 921937827 |  | 280000 | 3723 | SH |  | SOLE |  | 0 | 0 | 3723 |
| Vanguard Small-Cap Growth ETF | SML CP GRW ETF | 922908595 |  | 304000 | 1515 | SH |  | SOLE |  | 0 | 0 | 1515 |
| Vanguard Total Stock Mkt ETF | TOTAL STK MKT | 922908769 |  | 1612000 | 8430 | SH |  | SOLE |  | 0 | 0 | 8430 |
| Vanguard Value ETF | VALUE ETF | 922908744 |  | 6927000 | 49345 | SH |  | SOLE |  | 0 | 0 | 49345 |
| Verizon Communications Inc. | COM | 92343V104 |  | 313000 | 7957 | SH |  | SOLE |  | 0 | 0 | 7957 |
| Visa Inc. | COM CL A | 92826C839 |  | 359000 | 1729 | SH |  | SOLE |  | 0 | 0 | 1729 |

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