Ritter Daniher Financial Advisory LLC / DE

CIK 0001936603 · CINCINNATI, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Ritter Daniher Financial Advisory LLC / DE reported 602 positions worth $656.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IVV (16.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$656.8M
2026 Q2
Positions
602
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.3%
Est. Net Flow (Q)
2026 Q2
10 / 602 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$105.2M16.02%140,529
2DGROISHARES TRSH$49.9M7.60%658,931
3PYLDPIMCO ETF TRSH$48.1M7.32%1,813,823
4IEFAISHARES TRSH$37.6M5.72%388,888
5AVEMAMERICAN CENTY ETF TRSH$37.5M5.71%388,904
6IJHISHARES TRSH$32.8M4.99%425,279
7VNLAJANUS DETROIT STR TRSH$32.0M4.88%655,300
8IJRISHARES TRSH$23.1M3.51%155,426
9QGRWWISDOMTREE TRSH$22.8M3.47%345,390
10VOOVANGUARD INDEX FDSSH$13.8M2.10%20,105

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ritter Daniher Financial Advisory LLC / DE hold as of Q2 2026?

Ritter Daniher Financial Advisory LLC / DE reported 602 positions worth $656.8M in its Q2 2026 13F filing. Largest positions: IVV (16.0%), DGRO (7.6%), PYLD (7.3%), IEFA (5.7%) and AVEM (5.7%).

What did Ritter Daniher Financial Advisory LLC / DE buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ritter Daniher Financial Advisory LLC / DE sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.