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%
Financial2.3%
Consumer2.0%
Healthcare0.6%
Energy0.4%
Consumer Staples0.3%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022