Ritter Daniher Financial Advisory LLC / DE
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 589,407
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.9 K | 24.4% | 0 | 225.2 K | -225.2 K |
| ETFs | 445.2 K | 75.6% | 218.3 K | 0 | 218.3 K |
| Debt | 120 | 0.0% | 0 | 1 | -1 |
| Other | 27 | 0.0% | 0 | 3 | -3 |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
589,407
Holdings
590
QoQ value change ($000)
-6,771
(-1.1%)
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.