RITTER DANIHER FINANCIAL ADVISORY LLC / DE

Filed: 2/10/2026ACC: 0001936603-26-000001

📋 What this filing means

RITTER DANIHER FINANCIAL ADVISORY LLC / DE filed this quarterly 13F‑HR report disclosing 595 equity positions with a total reported market value of $596.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

595

Positions

$596.18M

Total AUM (reported)

7.81M

Total Shares

Allocation by class

CORE S&P500 ETF$97.27M16.3%

COM$88.39M14.8%

MULTISECTOR BD$44.22M7.4%

CORE DIV GRWTH$43.73M7.3%

CORE MSCI EAFE$34.06M5.7%

AVANTIS EMGMKT$31.46M5.3%

CORE S&P MCP ETF$28.09M4.7%

Portfolio Concentration

Top 3$185.23M31.1%

4–10$166.63M27.9%

11–25$106.17M17.8%

Rest$138.16M23.2%

Top 3 weight

31.1%

Top 10 weight

59.0%

Voting Authority Distribution

Total shares with voting rights: 7.81M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.81M

% of voting shares100.0%

Investment Discretion (by position count)

Sole595

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings595

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares142.02K

TypeSH

Market value$97.27M

16.32%

Sole

0.00

Shared

0.00

None

142.02K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares1.66M

TypeSH

Market value$44.22M

7.42%

Sole

0.00

Shared

0.00

None

1.66M

ISHARES TR

SOLE

CORE DIV GRWTH

Shares629.98K

TypeSH

Market value$43.73M

7.34%

Sole

0.00

Shared

0.00

None

629.98K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares380.77K

TypeSH

Market value$34.06M

5.71%

Sole

0.00

Shared

0.00

None

380.77K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares408.48K

TypeSH

Market value$31.46M

5.28%

Sole

0.00

Shared

0.00

None

408.48K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares425.63K

TypeSH

Market value$28.09M

4.71%

Sole

0.00

Shared

0.00

None

425.63K

JANUS DETROIT STR TR

SOLE

HENDRSN SHRT ETF

Shares477.65K

TypeSH

Market value$23.47M

3.94%

Sole

0.00

Shared

0.00

None

477.65K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares157.72K

TypeSH

Market value$18.95M

3.18%

Sole

0.00

Shared

0.00

None

157.72K

WISDOMTREE TR

SOLE

US QUALITY GROW

Shares309.70K

TypeSH

Market value$18.17M

3.05%

Sole

0.00

Shared

0.00

None

309.70K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares19.79K

TypeSH

Market value$12.41M

2.08%

Sole

0.00

Shared

0.00

None

19.79K

PROCTER AND GAMBLE CO

SOLE

COM

Shares76.80K

TypeSH

Market value$11.01M

1.85%

Sole

0.00

Shared

0.00

None

76.80K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares308.23K

TypeSH

Market value$10.15M

1.70%

Sole

0.00

Shared

0.00

None

308.23K

APPLE INC

SOLE

COM

Shares36.14K

TypeSH

Market value$9.82M

1.65%

Sole

0.00

Shared

0.00

None

36.14K

LCNB CORP

SOLE

COM

Shares545.23K

TypeSH

Market value$8.94M

1.50%

Sole

0.00

Shared

0.00

None

545.23K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares12.16K

TypeSH

Market value$7.47M

1.25%

Sole

0.00

Shared

0.00

None

12.16K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares104.92K

TypeSH

Market value$7.29M

1.22%

Sole

0.00

Shared

0.00

None

104.92K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares119.94K

TypeSH

Market value$6.87M

1.15%

Sole

0.00

Shared

0.00

None

119.94K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares26.57K

TypeSH

Market value$6.72M

1.13%

Sole

0.00

Shared

0.00

None

26.57K

JPMORGAN CHASE & CO.

SOLE

COM

Shares20.44K

TypeSH

Market value$6.59M

1.10%

Sole

0.00

Shared

0.00

None

20.44K

ALPHABET INC

SOLE

CAP STK CL A

Shares18.94K

TypeSH

Market value$5.93M

0.99%

Sole

0.00

Shared

0.00

None

18.94K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares120.13K

TypeSH

Market value$5.71M

0.96%

Sole

0.00

Shared

0.00

None

120.13K

MICROSOFT CORP

SOLE

COM

Shares10.73K

TypeSH

Market value$5.19M

0.87%

Sole

0.00

Shared

0.00

None

10.73K

AMAZON COM INC

SOLE

COM

Shares22.17K

TypeSH

Market value$5.12M

0.86%

Sole

0.00

Shared

0.00

None

22.17K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares33.06K

TypeSH

Market value$4.75M

0.80%

Sole

0.00

Shared

0.00

None

33.06K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares21.04K

TypeSH

Market value$4.62M

0.78%

Sole

0.00

Shared

0.00

None

21.04K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	142.02K	SH	$97.27M 16.32%	142.02K
PIMCO ETF TRSOLE	MULTISECTOR BD	1.66M	SH	$44.22M 7.42%	1.66M
ISHARES TRSOLE	CORE DIV GRWTH	629.98K	SH	$43.73M 7.34%	629.98K
ISHARES TRSOLE	CORE MSCI EAFE	380.77K	SH	$34.06M 5.71%	380.77K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	408.48K	SH	$31.46M 5.28%	408.48K
ISHARES TRSOLE	CORE S&P MCP ETF	425.63K	SH	$28.09M 4.71%	425.63K
JANUS DETROIT STR TRSOLE	HENDRSN SHRT ETF	477.65K	SH	$23.47M 3.94%	477.65K
ISHARES TRSOLE	CORE S&P SCP ETF	157.72K	SH	$18.95M 3.18%	157.72K
WISDOMTREE TRSOLE	US QUALITY GROW	309.70K	SH	$18.17M 3.05%	309.70K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	19.79K	SH	$12.41M 2.08%	19.79K
PROCTER AND GAMBLE COSOLE	COM	76.80K	SH	$11.01M 1.85%	76.80K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	308.23K	SH	$10.15M 1.70%	308.23K
APPLE INCSOLE	COM	36.14K	SH	$9.82M 1.65%	36.14K
LCNB CORPSOLE	COM	545.23K	SH	$8.94M 1.50%	545.23K
INVESCO QQQ TRSOLE	UNIT SER 1	12.16K	SH	$7.47M 1.25%	12.16K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	104.92K	SH	$7.29M 1.22%	104.92K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	119.94K	SH	$6.87M 1.15%	119.94K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	26.57K	SH	$6.72M 1.13%	26.57K
JPMORGAN CHASE & CO.SOLE	COM	20.44K	SH	$6.59M 1.10%	20.44K
ALPHABET INCSOLE	CAP STK CL A	18.94K	SH	$5.93M 0.99%	18.94K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	120.13K	SH	$5.71M 0.96%	120.13K
MICROSOFT CORPSOLE	COM	10.73K	SH	$5.19M 0.87%	10.73K
AMAZON COM INCSOLE	COM	22.17K	SH	$5.12M 0.86%	22.17K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	33.06K	SH	$4.75M 0.80%	33.06K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	21.04K	SH	$4.62M 0.78%	21.04K

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