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Ritter Daniher Financial Advisory LLC / DE

Q2 2026 13F filing

Updated 61 days ago

606 disclosed positions worth $656.8M

Portfolio value
$656.8M
Total holdings
606
New positions
41
Closed positions
29
Increased
109
Decreased
150
Turnover
11.6%
Filed
2026-07-14

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

-0.9%
Value
$105.2M
Shares
140.5K
% Port
16.02%
E

ISHARES TR

+2.5%
Value
$49.9M
Shares
658.9K
% Port
7.60%
?
3.N/A

PIMCO ETF TR

+4773018.4%
Value
$48.1M
Shares
1.81M
% Port
7.32%
E

ISHARES TR

+1.0%
Value
$37.6M
Shares
388.9K
% Port
5.72%
?
5.N/A

AMERICAN CENTY ETF TR

-2.6%
Value
$37.5M
Shares
388.9K
% Port
5.71%
E

ISHARES TR

+0.4%
Value
$32.8M
Shares
425.3K
% Port
4.99%
?
7.N/A

JANUS DETROIT STR TR

+11.9%
Value
$32M
Shares
655.3K
% Port
4.88%
E

ISHARES TR

-0.5%
Value
$23.1M
Shares
155.4K
% Port
3.51%
B

WISDOMTREE TR

+2.8%
Value
$22.8M
Shares
345.4K
% Port
3.47%
V
10.VGES

VANGUARD INDEX FDS

+2.0%
Value
$13.8M
Shares
20.1K
% Port
2.10%
?
11.N/A

DIMENSIONAL ETF TRUST

+7.0%
Value
$11.9M
Shares
338.8K
% Port
1.81%
P
12.PG

PROCTER & GAMBLE CO

-3.1%
Value
$10.4M
Shares
70.8K
% Port
1.58%
A
13.AAPL

APPLE INC

-1.5%
Value
$10.3M
Shares
35.4K
% Port
1.56%
L
14.LCNB

LCNB CORP

-0.2%
Value
$9.6M
Shares
543.9K
% Port
1.46%
Q
15.QQQ

INVESCO QQQ TR

-2.3%
Value
$8.8M
Shares
12.0K
% Port
1.34%
?
16.N/A

FIRST TR EXCHANGE TRADED FD

-0.3%
Value
$8.7M
Shares
107.9K
% Port
1.33%
E
17.ETHA

INVESCO EXCH TRADED FD TR II

+164541.2%
Value
$8.5M
Shares
28.0K
% Port
1.29%
J

JPMORGAN CHASE & CO

-0.8%
Value
$6.6M
Shares
20.2K
% Port
1.01%
G

ALPHABET INC

-4.7%
Value
$6.4M
Shares
17.8K
% Port
0.97%
A
20.AMZN

AMAZON COM INC

-2.0%
Value
$5.2M
Shares
21.6K
% Port
0.79%
?
21.N/A

VANGUARD WHITEHALL FDS

-0.9%
Value
$5.1M
Shares
32.5K
% Port
0.78%
?
22.N/A

FIRST TR EXCHNG TRADED FD VI

-7.0%
Value
$5.1M
Shares
101.8K
% Port
0.78%
V
23.VGES

VANGUARD INDEX FDS

-2.5%
Value
$4.9M
Shares
22.6K
% Port
0.75%
B
24.BX

VANGUARD SPECIALIZED FUNDS

-1.6%
Value
$4.8M
Shares
20.4K
% Port
0.74%
?
25.N/A

FIRST TR EXCHNG TRADED FD VI

-0.7%
Value
$4.4M
Shares
92.6K
% Port
0.67%
M
26.MSFT

MICROSOFT CORP

-1.8%
Value
$4M
Shares
10.7K
% Port
0.61%
C
27.CTAS

CINTAS CORP

Unchanged
Value
$3.8M
Shares
22.3K
% Port
0.58%
?
28.N/A

SPDR SERIES TRUST

-0.2%
Value
$3.7M
Shares
30.8K
% Port
0.56%
S

SPDR SERIES TRUST

+109.1%
Value
$3.2M
Shares
36.0K
% Port
0.48%
V
30.VGES

VANGUARD INDEX FDS

+497.1%
Value
$2.7M
Shares
31.1K
% Port
0.41%
G

ALPHABET INC

-0.2%
Value
$2.3M
Shares
6.6K
% Port
0.36%
?
32.N/A

T ROWE PRICE EXCHANGE-TRADED

-3.2%
Value
$2.3M
Shares
47.5K
% Port
0.34%
?
33.N/A

FIRST TR EXCH TRADED FD III

-0.3%
Value
$2.2M
Shares
125.2K
% Port
0.34%
?
34.N/A

FIRST TR EXCHNG TRADED FD VI

-11.5%
Value
$2.2M
Shares
47.3K
% Port
0.34%
?
35.N/A

FIRST TR EXCHNG TRADED FD VI

+61.4%
Value
$2.2M
Shares
46.3K
% Port
0.33%
?
36.N/A

J P MORGAN EXCHANGE TRADED F

-32.4%
Value
$2M
Shares
35.7K
% Port
0.31%
A
37.AMAT

APPLIED MATLS INC

-18.0%
Value
$2M
Shares
2.7K
% Port
0.30%
M
38.META

META PLATFORMS INC

-0.8%
Value
$1.9M
Shares
3.3K
% Port
0.29%
E
39.ETHA

ISHARES TR

-3.2%
Value
$1.8M
Shares
10.1K
% Port
0.28%
?
40.N/A

ISHARES TR

-0.5%
Value
$1.8M
Shares
12.1K
% Port
0.27%
?
41.N/A

FIRST TR EXCHNG TRADED FD VI

Value
$1.8M
Shares
43.6K
% Port
0.27%
T

TAIWAN SEMICONDUCTOR MANUFAC

-9.0%
Value
$1.8M
Shares
3.7K
% Port
0.27%
?
43.N/A

AMERICAN CENTY ETF TR

-0.7%
Value
$1.8M
Shares
22.8K
% Port
0.27%
E
44.ETHA

ISHARES TR

-0.1%
Value
$1.8M
Shares
12.0K
% Port
0.27%
E
45.ETHA

ISHARES TR

-4.3%
Value
$1.7M
Shares
14.8K
% Port
0.27%
?
46.N/A

VANGUARD MUN BD FDS

-21.6%
Value
$1.7M
Shares
34.2K
% Port
0.26%
L
47.LLY

ELI LILLY & CO

-5.0%
Value
$1.7M
Shares
1.4K
% Port
0.26%
?
48.N/A

FIRST TR EXCHNG TRADED FD VI

-29.9%
Value
$1.7M
Shares
34.7K
% Port
0.26%
?
49.N/A

J P MORGAN EXCHANGE TRADED F

-0.1%
Value
$1.6M
Shares
20.8K
% Port
0.25%
?
50.N/A

FIRST TR EXCHANGE TRADED FD

+4.6%
Value
$1.6M
Shares
37.9K
% Port
0.25%