13F Insight
DOSSIER · 13F-HR · Q2 2026

Ritter Daniher Financial Advisory LLC / DE

$657M in tracked AUM across 606 positions as of Q2 2026.

RD
CIK 0001936603 · last filed Jun 30, 2026
Total AUM
$657M
as of Q2 2026
Holdings
606
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Ritter Daniher Financial Advisory LLC / DE filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$105M141K16.0%02
DGRO
ISHARES TR
$50M659K7.6%03
PYLD
PIMCO ETF TR
$48M1.8M7.3%04
IEFA
ISHARES TR
$38M389K5.7%05
AVEM
AMERICAN CENTY ETF TR
$38M389K5.7%06
IJH
ISHARES TR
$33M425K5.0%07
VNLA
JANUS DETROIT STR TR
$32M655K4.9%08
IJR
ISHARES TR
$23M155K3.5%09
QGRW
WISDOMTREE TR
$23M345K3.5%10
VOO
VANGUARD INDEX FDS
$14M20K2.1%

Filing history

2026Q2Jun 30
$657M▲ 11.4%
606 positionsView →2026Q1Mar 31
$589M▼ 1.1%
592 positionsView →2025Q4Dec 31
$596M▲ 5.0%
595 positionsView →2025Q3Sep 30
$568M▲ 39.5%
467 positionsView →2025Q2Jun 30
$407M▲ 11.1%
336 positionsLocked2025Q1Mar 31
$367M▲ 3.5%
310 positionsLocked2024Q4Dec 31
$354M▲ 2.9%
312 positionsLocked2024Q3Sep 30
$344M▲ 9.7%
317 positionsLocked2024Q2Jun 30
$314M▲ 3.8%
309 positionsLocked2024Q1Mar 31
$302M▲ 12.1%
302 positionsLocked2023Q4Dec 31
$270M▲ 13.9%
347 positionsLocked2023Q3Sep 30
$237M▼ 1.9%
354 positionsLocked
Showing 12 of 17