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Portfolio (Quarterly) Guide ↗

Ritter Daniher Financial Advisory LLC / DE

· CIK 0001936603
13F Portfolio $589.4B AUM 592 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 110 Added 117 Reduced 33 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LMBS FIRST TR EXCHANGE-TRADED FD 10,185.0 $507K 0.09% NEW $49.81 -0.1%
2 QUAL ISHARES TR 545.0 $105K 0.02% NEW $191.81 +9.7%
3 XLP SELECT SECTOR SPDR TR 872.0 $71K 0.01% NEW $81.98 +3.2%
4 RSPE INVESCO EXCH TRADED FD TR II 1,913.0 $56K 0.01% NEW $29.43 +7.9%
5 CLS CELESTICA INC Technology 121.0 $34K 0.01% NEW $281.69 +27.3%
6 IMMUNITYBIO INC 3,305.0 $25K 0.00% NEW $7.67
7 THG HANOVER INS GROUP INC Financial Services 102.0 $18K 0.00% NEW $173.35 +10.7%
8 VIKING HOLDINGS LTD 229.0 $17K 0.00% NEW $73.48
9 VGK VANGUARD INTL EQUITY INDEX F 115.0 $9K 0.00% NEW $82.43 +4.1%
10 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 31.0 $7K 0.00% NEW $218.74 -1.4%
11 SWMR SWARMER INC Technology 120.0 $6K 0.00% NEW $47.20 -37.4%
12 FERG FERGUSON ENTERPRISES INC Industrials 20.0 $5K 0.00% NEW $233.30 -0.6%
13 CRITICAL METALS CORP 545.0 $4K 0.00% NEW $7.94
14 GRAB GRAB HOLDINGS LIMITED Technology 1,000.0 $4K 0.00% NEW $3.66 -2.5%
15 IP INTERNATIONAL PAPER CO Consumer Cyclical 100.0 $4K 0.00% NEW $35.70 -11.5%
16 VSNT VERSANT MEDIA GROUP INC Industrials 83.0 $3K 0.00% NEW $37.02 +20.0%
17 TPR TAPESTRY INC Consumer Cyclical 3.0 $424.0 NEW $141.33 -7.8%
18 PRDO PERDOCEO ED CORP Consumer Defensive 7.0 $261.0 NEW $37.29 -6.0%
19 CPRX CATALYST PHARMACEUTICALS INC Healthcare 6.0 $149.0 NEW $24.83 +25.5%
20 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 6.0 $124.0 NEW $20.67 +19.2%
Page 1 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.5%
Technology 18.8%
Consumer Defensive 13.0%
Communication Services 9.5%
Consumer Cyclical 8.6%
Industrials 7.8%
Healthcare 5.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 0.9%