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Portfolio (Quarterly) Guide ↗

Ritter Daniher Financial Advisory LLC / DE

· CIK 0001936603
13F Portfolio $657M AUM 606 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 41 New 85 Added 138 Reduced 29 Exited
Page 1 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 140,529.0 $105.2M 16.02% -1K -0.9% $748.89 +3.7%
2 AVEM AMERICAN CENTY ETF TR 388,904.0 $37.5M 5.71% -10K -2.6% $96.49 -2.1%
3 PG PROCTER & GAMBLE CO Consumer Defensive 70,754.0 $10.4M 1.58% -2K -3.1% $146.64 -2.4%
4 AAPL APPLE INC Technology 35,444.0 $10.3M 1.56% -546.0 -1.5% $289.36 +5.6%
5 QQQ INVESCO QQQ TR Financial Services 11,986.0 $8.8M 1.34% -286.0 -2.3% $736.42 -0.9%
6 JPM JPMORGAN CHASE & CO Financial Services 20,232.0 $6.6M 1.01% -173.0 -0.8% $327.33 +10.3%
7 GOOGL ALPHABET INC Communication Services 17,821.0 $6.4M 0.97% -875.0 -4.7% $357.36 -3.7%
8 AMZN AMAZON COM INC Consumer Cyclical 21,634.0 $5.2M 0.79% -435.0 -2.0% $238.34 +9.6%
9 VYM VANGUARD WHITEHALL FDS 32,495.0 $5.1M 0.78% -306.0 -0.9% $158.03 +4.8%
10 DJUL FIRST TR EXCHNG TRADED FD VI 101,806.0 $5.1M 0.78% -8K -7.0% $50.15 +2.2%
11 VTV VANGUARD INDEX FDS 22,632.0 $4.9M 0.75% -575.0 -2.5% $217.93 +4.0%
12 VIG VANGUARD SPECIALIZED FUNDS 20,435.0 $4.8M 0.74% -327.0 -1.6% $236.62 +3.3%
13 DDEC FIRST TR EXCHNG TRADED FD VI 92,646.0 $4.4M 0.67% -650.0 -0.7% $47.38 +1.9%
14 MSFT MICROSOFT CORP Technology 10,679.0 $4.0M 0.61% -190.0 -1.8% $373.02 +28.8%
15 TGRW T ROWE PRICE EXCHANGE-TRADED 47,488.0 $2.3M 0.34% -2K -3.2% $47.72 +1.0%
16 DAUG FIRST TR EXCHNG TRADED FD VI 47,252.0 $2.2M 0.34% -6K -11.5% $46.85 +1.4%
17 JEPI J P MORGAN EXCHANGE TRADED F 35,696.0 $2.0M 0.31% -17K -32.4% $56.48 +2.3%
18 AMAT APPLIED MATLS INC Technology 2,698.0 $2.0M 0.30% -591.0 -18.0% $722.93 -26.0%
19 META META PLATFORMS INC Communication Services 3,341.0 $1.9M 0.29% -27.0 -0.8% $563.34 +1.0%
20 IJT ISHARES TR 10,132.0 $1.8M 0.28% -332.0 -3.2% $178.61 -0.2%
Page 1 of 7  ·  138 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 30.4%
Technology 20.7%
Consumer Defensive 11.7%
Communication Services 9.9%
Consumer Cyclical 8.6%
Industrials 7.5%
Healthcare 5.5%
Energy 2.5%
Utilities 2.0%
Basic Materials 0.8%