StockDriftsStockDriftsTop 50 Ritter Daniher Financial Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.02% | 140.5K | $105.2M | -0.89%(-1.26K) | $424.84(+83.34%) | 2026-06-30 | |
| DGRO | ISHARES TR | 7.6% | 658.9K | $49.9M | +2.53%(+16.27K) | $53.06(+49.98%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 7.32% | 1.81M | $48.1M | +3.74%(+65.47K) | $26.45(-0.98%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.72% | 388.9K | $37.6M | +0.96%(+3.71K) | $63.45(+59.68%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.71% | 388.9K | $37.5M | -2.60%(-10.36K) | $52.04(+79.98%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.99% | 425.3K | $32.8M | +0.42%(+1.79K) | $50.12(+56.71%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 4.88% | 655.3K | $32.0M | +11.90%(+69.71K) | $49.14(-0.44%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.51% | 155.4K | $23.1M | -0.46%(-722) | $96.84(+54.84%) | 2026-06-30 | |
| QGRW | WISDOMTREE TR | 3.47% | 345.4K | $22.8M | +2.77%(+9.31K) | $48.48(+41.14%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.1% | 20.1K | $13.8M | +2.02%(+398) | $571.09(+24.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.70% | +50.91% | — | — | +69.59% |
| Top 20 Holdings Unweighted | +16.21% | +56.92% | — | — | +78.12% |
Ritter Daniher Financial Advisory LLC reports $656.81M in US-listed equity holdings across 602 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.0%), DGRO (7.6%) and PYLD (7.3%). The top 20 holdings account for 74.46% of reported assets. Its disclosed equity book has returned +50.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ritter Daniher Financial Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1936603). View Ritter Daniher Financial Advisory LLC’s 13F filings on SEC