RITTER DANIHER FINANCIAL ADVISORY LLC / DE

Filed: 11/3/2025ACC: 0001936603-25-000003

📋 What this filing means

RITTER DANIHER FINANCIAL ADVISORY LLC / DE filed this quarterly 13F‑HR report disclosing 466 equity positions with a total reported market value of $567.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

466

Positions

$567.94M

Total AUM (reported)

7.20M

Total Shares

Allocation by class

CORE S&P500 ETF$96.53M17.0%

COM$85.98M15.1%

CORE DIV GRWTH$42.81M7.5%

MULTISECTOR BD$33.39M5.9%

CORE MSCI EAFE$33.34M5.9%

AVANTIS EMGMKT$31.52M5.5%

CORE S&P MCP ETF$28.06M4.9%

Portfolio Concentration

Top 3$172.73M30.4%

4–10$159.55M28.1%

11–25$105.92M18.6%

Rest$129.74M22.8%

Top 3 weight

30.4%

Top 10 weight

58.5%

Voting Authority Distribution

Total shares with voting rights: 7.20M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.20M

% of voting shares100.0%

Investment Discretion (by position count)

Sole466

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings466

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares144.23K

TypeSH

Market value$96.53M

17.00%

Sole

0.00

Shared

0.00

None

144.23K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares628.85K

TypeSH

Market value$42.81M

7.54%

Sole

0.00

Shared

0.00

None

628.85K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares1.24M

TypeSH

Market value$33.39M

5.88%

Sole

0.00

Shared

0.00

None

1.24M

ISHARES TR

SOLE

CORE MSCI EAFE

Shares381.82K

TypeSH

Market value$33.34M

5.87%

Sole

0.00

Shared

0.00

None

381.82K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares419.61K

TypeSH

Market value$31.52M

5.55%

Sole

0.00

Shared

0.00

None

419.61K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares429.94K

TypeSH

Market value$28.06M

4.94%

Sole

0.00

Shared

0.00

None

429.94K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares158.63K

TypeSH

Market value$18.85M

3.32%

Sole

0.00

Shared

0.00

None

158.63K

WISDOMTREE TR

SOLE

US QUALITY GROW

Shares316.04K

TypeSH

Market value$18.13M

3.19%

Sole

0.00

Shared

0.00

None

316.04K

JANUS DETROIT STR TR

SOLE

HENDRSN SHRT ETF

Shares352.80K

TypeSH

Market value$17.39M

3.06%

Sole

0.00

Shared

0.00

None

352.80K

PROCTER AND GAMBLE CO

SOLE

COM

Shares79.85K

TypeSH

Market value$12.27M

2.16%

Sole

0.00

Shared

0.00

None

79.85K

VANGUARD INDEX FDS

SOLE

&P 500 ETF SHS

Shares18.02K

TypeSH

Market value$11.04M

1.94%

Sole

0.00

Shared

0.00

None

18.02K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares172.30K

TypeSH

Market value$9.84M

1.73%

Sole

0.00

Shared

0.00

None

172.30K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares307.19K

TypeSH

Market value$9.72M

1.71%

Sole

0.00

Shared

0.00

None

307.19K

APPLE INC

SOLE

COM

Shares36.49K

TypeSH

Market value$9.29M

1.64%

Sole

0.00

Shared

0.00

None

36.49K

LCNB CORP

SOLE

COM

Shares545.23K

TypeSH

Market value$8.17M

1.44%

Sole

0.00

Shared

0.00

None

545.23K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares11.96K

TypeSH

Market value$7.18M

1.26%

Sole

0.00

Shared

0.00

None

11.96K

FIRST TR EXCHANGE TRADED FD

SOLE

ISNG DIVD ACHIV

Shares101.84K

TypeSH

Market value$6.85M

1.21%

Sole

0.00

Shared

0.00

None

101.84K

JPMORGAN CHASE & CO.

SOLE

COM

Shares21.12K

TypeSH

Market value$6.66M

1.17%

Sole

0.00

Shared

0.00

None

21.12K

INVESCO EXCH TRADED FD TR II

SOLE

ASDAQ 100 ETF

Shares26.66K

TypeSH

Market value$6.59M

1.16%

Sole

0.00

Shared

0.00

None

26.66K

FIRST TR EXCHNG TRADED FD VI

SOLE

T VEST US EQT

Shares127.32K

TypeSH

Market value$5.95M

1.05%

Sole

0.00

Shared

0.00

None

127.32K

MICROSOFT CORP

SOLE

COM

Shares10.88K

TypeSH

Market value$5.64M

0.99%

Sole

0.00

Shared

0.00

None

10.88K

ALPHABET INC

SOLE

CAP STK CL A

Shares20.15K

TypeSH

Market value$4.90M

0.86%

Sole

0.00

Shared

0.00

None

20.15K

AMAZON COM INC

SOLE

COM

Shares22.20K

TypeSH

Market value$4.87M

0.86%

Sole

0.00

Shared

0.00

None

22.20K

CINTAS CORP

SOLE

COM

Shares22.52K

TypeSH

Market value$4.62M

0.81%

Sole

0.00

Shared

0.00

None

22.52K

VANGUARD WHITEHALL FDS

SOLE

IGH DIV YLD

Shares32.64K

TypeSH

Market value$4.60M

0.81%

Sole

0.00

Shared

0.00

None

32.64K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	144.23K	SH	$96.53M 17.00%	144.23K
ISHARES TRSOLE	CORE DIV GRWTH	628.85K	SH	$42.81M 7.54%	628.85K
PIMCO ETF TRSOLE	MULTISECTOR BD	1.24M	SH	$33.39M 5.88%	1.24M
ISHARES TRSOLE	CORE MSCI EAFE	381.82K	SH	$33.34M 5.87%	381.82K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	419.61K	SH	$31.52M 5.55%	419.61K
ISHARES TRSOLE	CORE S&P MCP ETF	429.94K	SH	$28.06M 4.94%	429.94K
ISHARES TRSOLE	CORE S&P SCP ETF	158.63K	SH	$18.85M 3.32%	158.63K
WISDOMTREE TRSOLE	US QUALITY GROW	316.04K	SH	$18.13M 3.19%	316.04K
JANUS DETROIT STR TRSOLE	HENDRSN SHRT ETF	352.80K	SH	$17.39M 3.06%	352.80K
PROCTER AND GAMBLE COSOLE	COM	79.85K	SH	$12.27M 2.16%	79.85K
VANGUARD INDEX FDSSOLE	&P 500 ETF SHS	18.02K	SH	$11.04M 1.94%	18.02K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	172.30K	SH	$9.84M 1.73%	172.30K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	307.19K	SH	$9.72M 1.71%	307.19K
APPLE INCSOLE	COM	36.49K	SH	$9.29M 1.64%	36.49K
LCNB CORPSOLE	COM	545.23K	SH	$8.17M 1.44%	545.23K
INVESCO QQQ TRSOLE	UNIT SER 1	11.96K	SH	$7.18M 1.26%	11.96K
FIRST TR EXCHANGE TRADED FDSOLE	ISNG DIVD ACHIV	101.84K	SH	$6.85M 1.21%	101.84K
JPMORGAN CHASE & CO.SOLE	COM	21.12K	SH	$6.66M 1.17%	21.12K
INVESCO EXCH TRADED FD TR IISOLE	ASDAQ 100 ETF	26.66K	SH	$6.59M 1.16%	26.66K
FIRST TR EXCHNG TRADED FD VISOLE	T VEST US EQT	127.32K	SH	$5.95M 1.05%	127.32K
MICROSOFT CORPSOLE	COM	10.88K	SH	$5.64M 0.99%	10.88K
ALPHABET INCSOLE	CAP STK CL A	20.15K	SH	$4.90M 0.86%	20.15K
AMAZON COM INCSOLE	COM	22.20K	SH	$4.87M 0.86%	22.20K
CINTAS CORPSOLE	COM	22.52K	SH	$4.62M 0.81%	22.52K
VANGUARD WHITEHALL FDSSOLE	IGH DIV YLD	32.64K	SH	$4.60M 0.81%	32.64K

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