§ 13F · FUND PROFILE
Ritter Daniher Financial Advisory LLC / DE.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $568M (13F)Positions · 467Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$876K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 142K | $93M | 15.7% | ±0% |
| 2 | PYLD | PIMCO ETF TR | 1.75M | $46M | 7.8% | +5% |
| 3 | DGRO | ISHARES TR | 643K | $45M | 7.7% | +2% |
| 4 | IEFA | ISHARES TR | 385K | $35M | 5.9% | +1% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 399K | $32M | 5.5% | −2% |
| 6 | VNLA | JANUS DETROIT STR TR | 586K | $29M | 4.9% | +23% |
| 7 | IJH | ISHARES TR | 423K | $29M | 4.9% | ±0% |
| 8 | IJR | ISHARES TR | 156K | $19M | 3.3% | −1% |
| 9 | QGRW | WISDOMTREE TR | 336K | $18M | 3.0% | +9% |
| 10 | VOO | VANGUARD INDEX FDS | 20K | $12M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RITTER SIGNAL
AC read
Ritter Daniher Financial Advisory LLC / DE is a Other fund managing $568 million in assets. The fund runs a broad portfolio of 467 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed