Ritter Daniher Financial Advisory LLC / DE

All 13F Filings

Location
Cincinnati, OH
Most recent 13F
Q2 2026
Holdings value ($000)
656,805
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/14/2026 602 656,805 13F-HR Ritter Daniher Financial Advisory LLC / DE
Q1 2026 5/6/2026 590 589,407 13F-HR Ritter Daniher Financial Advisory LLC / DE
Q4 2025 2/10/2026 595 596,178 13F-HR Ritter Daniher Financial Advisory LLC / DE
Q3 2025 11/3/2025 466 567,936 13F-HR Ritter Daniher Financial Advisory LLC / DE
Q2 2025 8/11/2025 336 407,193 13F-HR Ritter Daniher Financial Advisory LLC / DE
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 158.8 K 24.2% 14.95 K 0 14.95 K
ETFs 497.6 K 75.8% 52.43 K 0 52.43 K
Debt 119 0.0% 0 1 -1
Other 25 0.0% 0 2 -2
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/14/2026
Total value ($000)
656,805
Holdings
602
QoQ value change ($000)
67,398 (11.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.