Ritter Daniher Financial Advisory LLC / DE
CIK 1936603
13F filing for Q2 2026・No. 3,330
- Holdings
- US$656.81M
- Quarter change
- +US$67.4M
- Entries
- 606
- Net bought (estimate)
- +US$1.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 41
- Sold out 29
- Cut 153
- Added 103
- Corporate actions 0
- Unchanged 305
Largest holdings
602 stocks worth US$656.81M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 140,529 | US$105.24M | 16.02% |
| ISHARES TRCORE DIV GRWTH | Added | 658,931 | US$49.94M | 7.60% |
| PIMCO ETF TRMULTISECTOR BD | Added | 1,813,823 | US$48.1M | 7.32% |
| ISHARES TRCORE MSCI EAFE | Added | 388,888 | US$37.56M | 5.72% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Cut | 388,904 | US$37.53M | 5.71% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 425,279 | US$32.79M | 4.99% |
| JANUS DETROIT STR TRHENDRSN SHRT ETF | Added | 655,300 | US$32.02M | 4.88% |
| ISHARES TRCORE S&P SCP ETF | Cut | 155,426 | US$23.05M | 3.51% |
| WISDOMTREE TRUS QUALITY GROW | Added | 345,390 | US$22.81M | 3.47% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 20,105 | US$13.81M | 2.10% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.