# EDGAR Filing Document

**Accession Number:** 0001956649
**File Stem:** 0001956649-26-000002
**Filing Date:** 2026-5
**Character Count:** 12503
**Document Hash:** 3e47afc729fe6ffdcfb5c4eda883c6ed
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001956649-26-000002.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001956649-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Daner Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001956649

**ORGANIZATION NAME:**
- **EIN:** 871977829
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24746
- **FILM NUMBER:** 26972538

**BUSINESS ADDRESS:**
- **STREET 1:** 11475 GREAT OAKS WAY
- **STREET 2:** SUITE 340
- **CITY:** ALPHARETTA
- **STATE:** GA
- **ZIP:** 30022
- **BUSINESS PHONE:** 7703686033

**MAIL ADDRESS:**
- **STREET 1:** 11475 GREAT OAKS WAY
- **STREET 2:** SUITE 340
- **CITY:** ALPHARETTA
- **STATE:** GA
- **ZIP:** 30022

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Daner Wealth Management LLC<br>**Address:** 11475 GREAT OAKS WAY<br>SUITE 340<br>ALPHARETTA, GA 30022

**Form 13F File Number:** 028-24746

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:** Kellie Borror<br>**Title:** VP<br>**Phone:** 770-368-6033

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

Kellie Borror  Alpharetta, GA  05-13-2026<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:** 88

**Form 13F Information Table Value Total:** $170143367

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 396181 | 1906 | SH |  | SOLE | 0 | 0 | 0 | 1906 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 486395 | 1085 | SH |  | SOLE | 0 | 0 | 0 | 1085 |
| AIRBNB INC | COM CL A | 009066101 |  | 239258 | 1766 | SH |  | SOLE | 0 | 0 | 0 | 1766 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 700736 | 1809 | SH |  | SOLE | 0 | 0 | 0 | 1809 |
| AMAZON COM INC | COM | 023135106 |  | 1333353 | 5016 | SH |  | SOLE | 0 | 0 | 0 | 5016 |
| APPLE INC | COM | 037833100 |  | 1261402 | 4279 | SH |  | SOLE | 0 | 0 | 0 | 4279 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 314728 | 2208 | SH |  | SOLE | 0 | 0 | 0 | 2208 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 502904 | 1037 | SH |  | SOLE | 0 | 0 | 0 | 1037 |
| BLACKROCK MUNIYIELD QUALITY | COM | 09254E103 |  | 223566 | 20417 | SH |  | SOLE | 0 | 0 | 0 | 20417 |
| BNY MELLON STRATEGIC MUNS IN | COM | 05588W108 |  | 332160 | 51900 | SH |  | SOLE | 0 | 0 | 0 | 51900 |
| BROADCOM INC | COM | 11135F101 |  | 288187 | 687 | SH |  | SOLE | 0 | 0 | 0 | 687 |
| BURLINGTON STORES INC | COM | 122017106 |  | 214912 | 744 | SH |  | SOLE | 0 | 0 | 0 | 744 |
| CATERPILLAR INC | COM | 149123101 |  | 912377 | 1000 | SH |  | SOLE | 0 | 0 | 0 | 1000 |
| CHEVRON CORPORATION | COM | 166764100 |  | 208107 | 1119 | SH |  | SOLE | 0 | 0 | 0 | 1119 |
| CITIGROUP INC | COM NEW | 172967424 |  | 240362 | 1901 | SH |  | SOLE | 0 | 0 | 0 | 1901 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 258692 | 881 | SH |  | SOLE | 0 | 0 | 0 | 881 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 314054 | 575 | SH |  | SOLE | 0 | 0 | 0 | 575 |
| CVS HEALTH CORP | COM | 126650100 |  | 256500 | 2696 | SH |  | SOLE | 0 | 0 | 0 | 2696 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 3015762 | 72774 | SH |  | SOLE | 0 | 0 | 0 | 72774 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 4652341 | 119260 | SH |  | SOLE | 0 | 0 | 0 | 119260 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 23433151 | 543945 | SH |  | SOLE | 0 | 0 | 0 | 543945 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 10493382 | 136544 | SH |  | SOLE | 0 | 0 | 0 | 136544 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 13060295 | 309412 | SH |  | SOLE | 0 | 0 | 0 | 309412 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 2477944 | 62213 | SH |  | SOLE | 0 | 0 | 0 | 62213 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 2520790 | 68259 | SH |  | SOLE | 0 | 0 | 0 | 68259 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 831215 | 24408 | SH |  | SOLE | 0 | 0 | 0 | 24408 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 849229 | 20143 | SH |  | SOLE | 0 | 0 | 0 | 20143 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 2461732 | 64919 | SH |  | SOLE | 0 | 0 | 0 | 64919 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 487698 | 11820 | SH |  | SOLE | 0 | 0 | 0 | 11820 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 990691 | 24967 | SH |  | SOLE | 0 | 0 | 0 | 24967 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 |  | 728569 | 17879 | SH |  | SOLE | 0 | 0 | 0 | 17879 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 581857 | 10727 | SH |  | SOLE | 0 | 0 | 0 | 10727 |
| EATON CORP PLC | SHS | G29183103 |  | 275083 | 685 | SH |  | SOLE | 0 | 0 | 0 | 685 |
| ELI LILLY  CO | COM | 532457108 |  | 685061 | 692 | SH |  | SOLE | 0 | 0 | 0 | 692 |
| GE AEROSPACE | COM NEW | 369604301 |  | 221919 | 746 | SH |  | SOLE | 0 | 0 | 0 | 746 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 279440 | 807 | SH |  | SOLE | 0 | 0 | 0 | 807 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 210776 | 1562 | SH |  | SOLE | 0 | 0 | 0 | 1562 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 |  | 6187729 | 131991 | SH |  | SOLE | 0 | 0 | 0 | 131991 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 |  | 5561474 | 110742 | SH |  | SOLE | 0 | 0 | 0 | 110742 |
| INVESCO EXCH TRADED FD TR II | S INTL MOMNT | 46138E222 |  | 837427 | 13862 | SH |  | SOLE | 0 | 0 | 0 | 13862 |
| INVESCO EXCH TRADED FD TR II | INTL BUYBACK | 46138E644 |  | 748807 | 12787 | SH |  | SOLE | 0 | 0 | 0 | 12787 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 15136222 | 225476 | SH |  | SOLE | 0 | 0 | 0 | 225476 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 453341 | 641 | SH |  | SOLE | 0 | 0 | 0 | 641 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 541617 | 6732 | SH |  | SOLE | 0 | 0 | 0 | 6732 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 216513 | 1795 | SH |  | SOLE | 0 | 0 | 0 | 1795 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 231399 | 2100 | SH |  | SOLE | 0 | 0 | 0 | 2100 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 7987148 | 82751 | SH |  | SOLE | 0 | 0 | 0 | 82751 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1151281 | 15700 | SH |  | SOLE | 0 | 0 | 0 | 15700 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 723826 | 6461 | SH |  | SOLE | 0 | 0 | 0 | 6461 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 721734 | 5315 | SH |  | SOLE | 0 | 0 | 0 | 5315 |
| ISHARES TR | CORE S ETF | 464287200 |  | 6211754 | 8376 | SH |  | SOLE | 0 | 0 | 0 | 8376 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 678425 | 5500 | SH |  | SOLE | 0 | 0 | 0 | 5500 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 384860 | 1362 | SH |  | SOLE | 0 | 0 | 0 | 1362 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 3937365 | 37509 | SH |  | SOLE | 0 | 0 | 0 | 37509 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 224876 | 2280 | SH |  | SOLE | 0 | 0 | 0 | 2280 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1118285 | 22144 | SH |  | SOLE | 0 | 0 | 0 | 22144 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 310600 | 1385 | SH |  | SOLE | 0 | 0 | 0 | 1385 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 294516 | 966 | SH |  | SOLE | 0 | 0 | 0 | 966 |
| M  T BK CORP | COM | 55261F104 |  | 277695 | 1330 | SH |  | SOLE | 0 | 0 | 0 | 1330 |
| MARATHON PETE CORP | COM | 56585A102 |  | 336545 | 1336 | SH |  | SOLE | 0 | 0 | 0 | 1336 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 502839 | 3057 | SH |  | SOLE | 0 | 0 | 0 | 3057 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 251423 | 503 | SH |  | SOLE | 0 | 0 | 0 | 503 |
| MCDONALDS CORP | COM | 580135101 |  | 769860 | 2801 | SH |  | SOLE | 0 | 0 | 0 | 2801 |
| META PLATFORMS INC | CL A | 30303M102 |  | 534868 | 887 | SH |  | SOLE | 0 | 0 | 0 | 887 |
| MICROSOFT CORP | COM | 594918104 |  | 451370 | 1107 | SH |  | SOLE | 0 | 0 | 0 | 1107 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 316805 | 3349 | SH |  | SOLE | 0 | 0 | 0 | 3349 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1026631 | 4650 | SH |  | SOLE | 0 | 0 | 0 | 4650 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 218120 | 2375 | SH |  | SOLE | 0 | 0 | 0 | 2375 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 326850 | 1516 | SH |  | SOLE | 0 | 0 | 0 | 1516 |
| PENUMBRA INC | COM | 70975L107 |  | 247257 | 766 | SH |  | SOLE | 0 | 0 | 0 | 766 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 317897 | 2209 | SH |  | SOLE | 0 | 0 | 0 | 2209 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 207992 | 642 | SH |  | SOLE | 0 | 0 | 0 | 642 |
| S GLOBAL INC | COM | 78409V104 |  | 213804 | 504 | SH |  | SOLE | 0 | 0 | 0 | 504 |
| SALESFORCE INC | COM | 79466L302 |  | 216731 | 1265 | SH |  | SOLE | 0 | 0 | 0 | 1265 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1861500 | 10625 | SH |  | SOLE | 0 | 0 | 0 | 10625 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 437231 | 592 | SH |  | SOLE | 0 | 0 | 0 | 592 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 286485 | 721 | SH |  | SOLE | 0 | 0 | 0 | 721 |
| TESLA INC | COM | 88160R101 |  | 585158 | 1350 | SH |  | SOLE | 0 | 0 | 0 | 1350 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 240763 | 3153 | SH |  | SOLE | 0 | 0 | 0 | 3153 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 281504 | 710 | SH |  | SOLE | 0 | 0 | 0 | 710 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 774170 | 3133 | SH |  | SOLE | 0 | 0 | 0 | 3133 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 720497 | 14494 | SH |  | SOLE | 0 | 0 | 0 | 14494 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 10161112 | 131587 | SH |  | SOLE | 0 | 0 | 0 | 131587 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 14456038 | 42618 | SH |  | SOLE | 0 | 0 | 0 | 42618 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2147809 | 5920 | SH |  | SOLE | 0 | 0 | 0 | 5920 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 803298 | 10434 | SH |  | SOLE | 0 | 0 | 0 | 10434 |
| VISA INC | COM CL A | 92826C839 |  | 531753 | 1629 | SH |  | SOLE | 0 | 0 | 0 | 1629 |
| WALMART INC | COM | 931142103 |  | 239354 | 1836 | SH |  | SOLE | 0 | 0 | 0 | 1836 |

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