Ritter Daniher Financial Advisory LLC / DE

All 13F Filings

Location
Cincinnati, OH
Most recent 13F
Q4 2025
Holdings value ($000)
596,178
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
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
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 369.1 K 61.9% 18.09 K 0 18.09 K
ETFs 226.9 K 38.1% 10.11 K 0 10.11 K
Debt 121 0.0% 0 0 0
Other 30 0.0% 22 0 22
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Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
596,178
Holdings
595
QoQ value change ($000)
28,242 (5.0%)
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.