Ritter Daniher Financial Advisory LLC / DE
โขCIK: 1936603โขFiling: Q4 2025
Ritter Daniher Financial Advisory LLC / DE manages $596M across a diversified portfolio of 595 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including IVV at $97.3M and VOO at $12.4M. Significant allocations are also directed toward dividend-focused and international equity strategies, with PYLD ($44.2M), DGRO ($43.7M), and IEFA ($34.1M) anchoring the core holdings. This structure suggests a disciplined, income-oriented approach across global asset classes.
Total AUM
$596.2M
QoQ Performance
+5.0%
Positions
420
Top 10 Concentration
60.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
PYLD
DGRO
IEFA
AVEM
IVV16.3%
PYLD7.4%
DGRO7.3%
IEFA5.7%
AVEM5.3%
IJH4.7%
VNLA3.9%
IJR3.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other69.9%
ETF18.9%
Technology4.9%
Financial2.5%
Consumer2.0%
Healthcare0.6%
Energy0.3%
Utilities0.3%
๐ช Exited Positionssold since Q3 2025
+272 more exited positions
Changes from Q3 2025
NEW17 new positions
โ73 increased
โ73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023