RITTER DANIHER FINANCIAL ADVISORY LLC / DE

Filed: 7/14/2026ACC: 0001936603-26-000003

📋 What this filing means

RITTER DANIHER FINANCIAL ADVISORY LLC / DE filed this quarterly 13F‑HR report disclosing 602 equity positions with a total reported market value of $656.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

602

Positions

$656.81M

Total AUM (reported)

8.14M

Total Shares

Allocation by class

CORE S&P500 ETF$105.24M16.0%

COM$88.10M13.4%

CORE DIV GRWTH$49.94M7.6%

MULTISECTOR BD$48.10M7.3%

CORE MSCI EAFE$37.56M5.7%

AVANTIS EMGMKT$37.53M5.7%

CORE S&P MCP ETF$32.79M5.0%

Portfolio Concentration

Top 3$203.28M31.0%

4–10$199.56M30.4%

11–25$110.67M16.9%

Rest$143.28M21.8%

Top 3 weight

31.0%

Top 10 weight

61.3%

Voting Authority Distribution

Total shares with voting rights: 8.14M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.14M

% of voting shares100.0%

Investment Discretion (by position count)

Sole602

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings602

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares140.53K

TypeSH

Market value$105.24M

16.02%

Sole

0.00

Shared

0.00

None

140.53K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares658.93K

TypeSH

Market value$49.94M

7.60%

Sole

0.00

Shared

0.00

None

658.93K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares1.81M

TypeSH

Market value$48.10M

7.32%

Sole

0.00

Shared

0.00

None

1.81M

ISHARES TR

SOLE

CORE MSCI EAFE

Shares388.89K

TypeSH

Market value$37.56M

5.72%

Sole

0.00

Shared

0.00

None

388.89K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares388.90K

TypeSH

Market value$37.53M

5.71%

Sole

0.00

Shared

0.00

None

388.90K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares425.28K

TypeSH

Market value$32.79M

4.99%

Sole

0.00

Shared

0.00

None

425.28K

JANUS DETROIT STR TR

SOLE

HENDRSN SHRT ETF

Shares655.30K

TypeSH

Market value$32.02M

4.88%

Sole

0.00

Shared

0.00

None

655.30K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares155.43K

TypeSH

Market value$23.05M

3.51%

Sole

0.00

Shared

0.00

None

155.43K

WISDOMTREE TR

SOLE

US QUALITY GROW

Shares345.39K

TypeSH

Market value$22.81M

3.47%

Sole

0.00

Shared

0.00

None

345.39K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares20.11K

TypeSH

Market value$13.81M

2.10%

Sole

0.00

Shared

0.00

None

20.11K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares338.81K

TypeSH

Market value$11.87M

1.81%

Sole

0.00

Shared

0.00

None

338.81K

PROCTER & GAMBLE CO

SOLE

COM

Shares70.75K

TypeSH

Market value$10.38M

1.58%

Sole

0.00

Shared

0.00

None

70.75K

APPLE INC

SOLE

COM

Shares35.44K

TypeSH

Market value$10.26M

1.56%

Sole

0.00

Shared

0.00

None

35.44K

LCNB CORP

SOLE

COM

Shares543.93K

TypeSH

Market value$9.57M

1.46%

Sole

0.00

Shared

0.00

None

543.93K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares11.99K

TypeSH

Market value$8.83M

1.34%

Sole

0.00

Shared

0.00

None

11.99K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares107.92K

TypeSH

Market value$8.75M

1.33%

Sole

0.00

Shared

0.00

None

107.92K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares28.01K

TypeSH

Market value$8.49M

1.29%

Sole

0.00

Shared

0.00

None

28.01K

JPMORGAN CHASE & CO

SOLE

COM

Shares20.23K

TypeSH

Market value$6.62M

1.01%

Sole

0.00

Shared

0.00

None

20.23K

ALPHABET INC

SOLE

CAP STK CL A

Shares17.82K

TypeSH

Market value$6.37M

0.97%

Sole

0.00

Shared

0.00

None

17.82K

AMAZON COM INC

SOLE

COM

Shares21.63K

TypeSH

Market value$5.16M

0.79%

Sole

0.00

Shared

0.00

None

21.63K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares32.49K

TypeSH

Market value$5.14M

0.78%

Sole

0.00

Shared

0.00

None

32.49K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares101.81K

TypeSH

Market value$5.11M

0.78%

Sole

0.00

Shared

0.00

None

101.81K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares22.63K

TypeSH

Market value$4.93M

0.75%

Sole

0.00

Shared

0.00

None

22.63K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares20.43K

TypeSH

Market value$4.84M

0.74%

Sole

0.00

Shared

0.00

None

20.43K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S.

Shares92.65K

TypeSH

Market value$4.39M

0.67%

Sole

0.00

Shared

0.00

None

92.65K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	140.53K	SH	$105.24M 16.02%	140.53K
ISHARES TRSOLE	CORE DIV GRWTH	658.93K	SH	$49.94M 7.60%	658.93K
PIMCO ETF TRSOLE	MULTISECTOR BD	1.81M	SH	$48.10M 7.32%	1.81M
ISHARES TRSOLE	CORE MSCI EAFE	388.89K	SH	$37.56M 5.72%	388.89K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	388.90K	SH	$37.53M 5.71%	388.90K
ISHARES TRSOLE	CORE S&P MCP ETF	425.28K	SH	$32.79M 4.99%	425.28K
JANUS DETROIT STR TRSOLE	HENDRSN SHRT ETF	655.30K	SH	$32.02M 4.88%	655.30K
ISHARES TRSOLE	CORE S&P SCP ETF	155.43K	SH	$23.05M 3.51%	155.43K
WISDOMTREE TRSOLE	US QUALITY GROW	345.39K	SH	$22.81M 3.47%	345.39K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	20.11K	SH	$13.81M 2.10%	20.11K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	338.81K	SH	$11.87M 1.81%	338.81K
PROCTER & GAMBLE COSOLE	COM	70.75K	SH	$10.38M 1.58%	70.75K
APPLE INCSOLE	COM	35.44K	SH	$10.26M 1.56%	35.44K
LCNB CORPSOLE	COM	543.93K	SH	$9.57M 1.46%	543.93K
INVESCO QQQ TRSOLE	UNIT SER 1	11.99K	SH	$8.83M 1.34%	11.99K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	107.92K	SH	$8.75M 1.33%	107.92K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	28.01K	SH	$8.49M 1.29%	28.01K
JPMORGAN CHASE & COSOLE	COM	20.23K	SH	$6.62M 1.01%	20.23K
ALPHABET INCSOLE	CAP STK CL A	17.82K	SH	$6.37M 0.97%	17.82K
AMAZON COM INCSOLE	COM	21.63K	SH	$5.16M 0.79%	21.63K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	32.49K	SH	$5.14M 0.78%	32.49K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	101.81K	SH	$5.11M 0.78%	101.81K
VANGUARD INDEX FDSSOLE	VALUE ETF	22.63K	SH	$4.93M 0.75%	22.63K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	20.43K	SH	$4.84M 0.74%	20.43K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S.	92.65K	SH	$4.39M 0.67%	92.65K

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