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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 6 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWD ISHARES TR 2,195.0 $532K 0.08% -14.0 -0.6% $242.47 +6.1%
102 FITB FIFTH THIRD BANCORP Financial Services 9,356.0 $527K 0.08% -456.0 -4.7% $56.37 +2.2%
103 OUNZ VANECK MERK GOLD ETF Financial Services 13,635.0 $526K 0.08% $38.59 +9.6%
104 DVY ISHARES TR 3,271.0 $511K 0.08% $156.30 +5.7%
105 PWR QUANTA SVCS INC Industrials 702.0 $505K 0.08% $720.06 -1.8%
106 CVX CHEVRON CORPORATION Energy 3,029.0 $502K 0.08% -120.0 -3.8% $165.76 +23.5%
107 BAC BANK OF AMER CORP Financial Services 8,600.0 $490K 0.07% -61.0 -0.7% $56.98 +12.7%
108 SCHG SCHWAB STRATEGIC TR 13,850.0 $469K 0.07% +2K +16.8% $33.84 +4.3%
109 RWL INVESCO EXCH TRADED FD TR II 3,659.0 $467K 0.07% +60.0 +1.7% $127.76 +5.3%
110 VTI VANGUARD INDEX FDS 1,244.0 $460K 0.07% -67.0 -5.1% $370.06 +2.7%
111 NVS NOVARTIS AG Healthcare 2,821.0 $442K 0.07% -286.0 -9.2% $156.70 -1.3%
112 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,608.0 $437K 0.07% $271.95 -4.1%
113 CENCORA INC 1,523.0 $431K 0.07% -176.0 -10.4% $282.95
114 ITOT ISHARES TR 2,619.0 $430K 0.07% $164.27 +2.7%
115 COP CONOCOPHILLIPS Energy 4,020.0 $418K 0.06% $103.97 +23.4%
116 PPA INVESCO EXCHANGE TRADED FD T 2,334.0 $412K 0.06% +149.0 +6.8% $176.63 +3.5%
117 KO COCA COLA CO Consumer Defensive 4,969.0 $404K 0.06% -271.0 -5.2% $81.26 +8.6%
118 CSCO CISCO SYS INC Technology 3,424.0 $402K 0.06% $117.46 -4.9%
119 DUK DUKE ENERGY CORP NEW Utilities 3,092.0 $391K 0.06% -80.0 -2.5% $126.59 -1.2%
120 LMBS FIRST TR EXCHANGE-TRADED FD 7,674.0 $382K 0.06% -3K -24.6% $49.78 -0.3%
Page 6 of 31  ·  602 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%