RITTER DANIHER FINANCIAL ADVISORY LLC / DE

Filed: 5/6/2026ACC: 0001936603-26-000002

📋 What this filing means

RITTER DANIHER FINANCIAL ADVISORY LLC / DE filed this quarterly 13F‑HR report disclosing 590 equity positions with a total reported market value of $589.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

590

Positions

$589.41M

Total AUM (reported)

7.98M

Total Shares

Allocation by class

CORE S&P500 ETF$92.62M15.7%

COM$83.23M14.1%

MULTISECTOR BD$45.81M7.8%

CORE DIV GRWTH$45.10M7.7%

CORE MSCI EAFE$34.87M5.9%

AVANTIS EMGMKT$32.17M5.5%

HENDRSN SHRT ETF$28.61M4.9%

Portfolio Concentration

Top 3$183.52M31.1%

4–10$173.40M29.4%

11–25$98.85M16.8%

Rest$133.64M22.7%

Top 3 weight

31.1%

Top 10 weight

60.6%

Voting Authority Distribution

Total shares with voting rights: 7.98M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.98M

% of voting shares100.0%

Investment Discretion (by position count)

Sole590

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings590

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares141.78K

TypeSH

Market value$92.62M

15.71%

Sole

0.00

Shared

0.00

None

141.78K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares1.75M

TypeSH

Market value$45.81M

7.77%

Sole

0.00

Shared

0.00

None

1.75M

ISHARES TR

SOLE

CORE DIV GRWTH

Shares642.66K

TypeSH

Market value$45.10M

7.65%

Sole

0.00

Shared

0.00

None

642.66K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares385.18K

TypeSH

Market value$34.87M

5.92%

Sole

0.00

Shared

0.00

None

385.18K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares399.27K

TypeSH

Market value$32.17M

5.46%

Sole

0.00

Shared

0.00

None

399.27K

JANUS DETROIT STR TR

SOLE

HENDRSN SHRT ETF

Shares585.59K

TypeSH

Market value$28.61M

4.85%

Sole

0.00

Shared

0.00

None

585.59K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares423.49K

TypeSH

Market value$28.60M

4.85%

Sole

0.00

Shared

0.00

None

423.49K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares156.15K

TypeSH

Market value$19.41M

3.29%

Sole

0.00

Shared

0.00

None

156.15K

WISDOMTREE TR

SOLE

US QUALITY GROW

Shares336.08K

TypeSH

Market value$17.96M

3.05%

Sole

0.00

Shared

0.00

None

336.08K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares19.71K

TypeSH

Market value$11.78M

2.00%

Sole

0.00

Shared

0.00

None

19.71K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares316.75K

TypeSH

Market value$10.67M

1.81%

Sole

0.00

Shared

0.00

None

316.75K

PROCTER & GAMBLE CO

SOLE

COM

Shares73.06K

TypeSH

Market value$10.55M

1.79%

Sole

0.00

Shared

0.00

None

73.06K

APPLE INC

SOLE

COM

Shares35.99K

TypeSH

Market value$9.13M

1.55%

Sole

0.00

Shared

0.00

None

35.99K

LCNB CORP

SOLE

COM

Shares544.93K

TypeSH

Market value$8.50M

1.44%

Sole

0.00

Shared

0.00

None

544.93K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares108.27K

TypeSH

Market value$7.39M

1.25%

Sole

0.00

Shared

0.00

None

108.27K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares12.27K

TypeSH

Market value$7.08M

1.20%

Sole

0.00

Shared

0.00

None

12.27K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares27.05K

TypeSH

Market value$6.43M

1.09%

Sole

0.00

Shared

0.00

None

27.05K

JPMORGAN CHASE & CO

SOLE

COM

Shares20.41K

TypeSH

Market value$6.00M

1.02%

Sole

0.00

Shared

0.00

None

20.41K

ALPHABET INC

SOLE

CAP STK CL A

Shares18.70K

TypeSH

Market value$5.38M

0.91%

Sole

0.00

Shared

0.00

None

18.70K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares109.50K

TypeSH

Market value$5.12M

0.87%

Sole

0.00

Shared

0.00

None

109.50K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares32.80K

TypeSH

Market value$4.86M

0.82%

Sole

0.00

Shared

0.00

None

32.80K

AMAZON COM INC

SOLE

COM

Shares22.07K

TypeSH

Market value$4.60M

0.78%

Sole

0.00

Shared

0.00

None

22.07K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares23.21K

TypeSH

Market value$4.55M

0.77%

Sole

0.00

Shared

0.00

None

23.21K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares20.76K

TypeSH

Market value$4.47M

0.76%

Sole

0.00

Shared

0.00

None

20.76K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S.

Shares93.30K

TypeSH

Market value$4.13M

0.70%

Sole

0.00

Shared

0.00

None

93.30K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	141.78K	SH	$92.62M 15.71%	141.78K
PIMCO ETF TRSOLE	MULTISECTOR BD	1.75M	SH	$45.81M 7.77%	1.75M
ISHARES TRSOLE	CORE DIV GRWTH	642.66K	SH	$45.10M 7.65%	642.66K
ISHARES TRSOLE	CORE MSCI EAFE	385.18K	SH	$34.87M 5.92%	385.18K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	399.27K	SH	$32.17M 5.46%	399.27K
JANUS DETROIT STR TRSOLE	HENDRSN SHRT ETF	585.59K	SH	$28.61M 4.85%	585.59K
ISHARES TRSOLE	CORE S&P MCP ETF	423.49K	SH	$28.60M 4.85%	423.49K
ISHARES TRSOLE	CORE S&P SCP ETF	156.15K	SH	$19.41M 3.29%	156.15K
WISDOMTREE TRSOLE	US QUALITY GROW	336.08K	SH	$17.96M 3.05%	336.08K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	19.71K	SH	$11.78M 2.00%	19.71K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	316.75K	SH	$10.67M 1.81%	316.75K
PROCTER & GAMBLE COSOLE	COM	73.06K	SH	$10.55M 1.79%	73.06K
APPLE INCSOLE	COM	35.99K	SH	$9.13M 1.55%	35.99K
LCNB CORPSOLE	COM	544.93K	SH	$8.50M 1.44%	544.93K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	108.27K	SH	$7.39M 1.25%	108.27K
INVESCO QQQ TRSOLE	UNIT SER 1	12.27K	SH	$7.08M 1.20%	12.27K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	27.05K	SH	$6.43M 1.09%	27.05K
JPMORGAN CHASE & COSOLE	COM	20.41K	SH	$6.00M 1.02%	20.41K
ALPHABET INCSOLE	CAP STK CL A	18.70K	SH	$5.38M 0.91%	18.70K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	109.50K	SH	$5.12M 0.87%	109.50K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	32.80K	SH	$4.86M 0.82%	32.80K
AMAZON COM INCSOLE	COM	22.07K	SH	$4.60M 0.78%	22.07K
VANGUARD INDEX FDSSOLE	VALUE ETF	23.21K	SH	$4.55M 0.77%	23.21K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	20.76K	SH	$4.47M 0.76%	20.76K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S.	93.30K	SH	$4.13M 0.70%	93.30K

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