Ritter Daniher Financial Advisory LLC / DE

13F filer · CIK 0001936603

Reported Jul 14, 2026

Net seller this quarter

13F portfolio value$657MU.S. long equity reported on 13F

Positions38829 new · 27 closed

Net flow last quarter-$4.71MBuys minus sells

Top 10 positions weight10.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026388 positions
PGPROCTER & GAMBLE Co	$10.4M	1.58%	0.00%	-3.2%	Q2 2022
AAPLApple Inc.	$10.3M	1.56%	0.00%	-1.5%	Q2 2022
LCNBLCNB Corp	$9.57M	1.46%	3.82%	-0.2%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$8.83M	1.34%	Not reported	-2.3%	Q2 2022
JPMJPMorgan Chase & Co	$6.62M	1.01%	0.00%	-0.9%	Q2 2022
GOOGLAlphabet Inc.	$6.37M	0.97%	0.00%	-4.7%	Q2 2022
AMZNAmazon Com Inc	$5.16M	0.79%	0.00%	-2.0%	Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.14M	0.78%	Not reported	-0.9%	Q4 2023
MSFTMicrosoft Corp	$3.98M	0.61%	0.00%	-1.8%	Q2 2022
CTASCintas Corp	$3.79M	0.58%	0.01%	Not reported	Q2 2022
GOOGAlphabet Inc.	$2.35M	0.36%	Not reported	-0.2%	Q2 2022
TGRWArch Management Services Inc.	$2.27M	0.35%	Not reported	-3.2%	Q2 2022
AMATApplied Materials Inc	$1.95M	0.30%	0.00%	-18.0%	Q2 2022
METAMeta Platforms, Inc.	$1.88M	0.29%	Not reported	-0.8%	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.77M	0.27%	0.00%	-9.0%	Q2 2022
AVIVAviv REIT, Inc.	$1.77M	0.27%	0.05%	-0.7%	Q4 2022
LLYELI LILLY & Co	$1.71M	0.26%	0.00%	-5.0%	Q2 2022
JAVASun Microsystems, Inc.	$1.65M	0.25%	Not reported	-0.1%	Q2 2023
BRK.ABerkshire Hathaway Inc	$1.5M	0.23%	Not reported	Not reported	Q1 2025
TSLATesla, Inc.	$1.45M	0.22%	0.00%	+0.7%	Q2 2022
VVisa Inc.	$1.39M	0.21%	0.00%	-3.7%	Q2 2022
XOMExxonMobil Holdings Corp	$1.34M	0.20%	0.00%	-0.2%	Q2 2022
BKNGBooking Holdings Inc.	$1.28M	0.20%	0.00%	-6.5%	Q3 2025
SCHWSchwab Charles Corp	$1.26M	0.19%	0.00%	-10.5%	Q3 2025
WFCWells Fargo & Company	$1.2M	0.18%	0.00%	-1.2%	Q1 2023
NEENextera Energy Inc	$1.16M	0.18%	0.00%	+0.1%	Q2 2022
COSTCostco Wholesale Corp	$1.14M	0.17%	0.00%	-5.8%	Q2 2022
MAMastercard Inc	$978K	0.15%	0.00%	-1.7%	Q2 2022
ELVElevance Health, Inc.	$949K	0.14%	0.00%	-9.2%	Q2 2022
NSCNorfolk Southern Corp	$845K	0.13%	0.00%	+0.2%	Q2 2022
GLDSPDR Gold Trust	$836K	0.13%	0.00%	+0.6%	Q2 2022
NVDANvidia Corp	$816K	0.12%	0.00%	-2.1%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$806K	0.12%	Not reported	-1.3%	Q2 2022
RCLRoyal Caribbean Cruises Ltd	$760K	0.12%	0.00%	+0.1%	Q2 2022
IQVIqvia Holdings Inc.	$726K	0.11%	0.00%	-2.9%	Q3 2025
PMPhilip Morris International Inc.	$682K	0.10%	0.00%	-10.1%	Q2 2022
RTXRTX Corp	$669K	0.10%	0.00%	-2.1%	Q2 2022
AVGOBroadcom Inc.	$655K	0.10%	0.00%	Not reported	Q2 2022
ADIAnalog Devices Inc	$608K	0.09%	0.00%	-8.4%	Q3 2025
BNYBank of New York Mellon Corp	$606K	0.09%	0.00%	-1.6%	Q3 2025
IWSImageware Systems Inc	$573K	0.09%	Not reported	+4.1%	Q2 2022
INTCIntel Corp	$563K	0.09%	0.00%	Not reported	Q2 2022
DISWalt Disney Co	$554K	0.08%	0.00%	-2.7%	Q2 2022
LECOLincoln Electric Holdings Inc	$539K	0.08%	0.00%	Not reported	Q2 2022
FITBFifth Third Bancorp	$527K	0.08%	0.00%	-4.7%	Q2 2022
OUNZVanEck Merk Gold ETF	$526K	0.08%	0.02%	Not reported	Q2 2022
PWRQuanta Services, Inc.	$505K	0.08%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$502K	0.08%	0.00%	-3.8%	Q2 2022
BACBank of America Corp	$490K	0.07%	0.00%	-0.7%	Q2 2022
NVSNovartis AG	$442K	0.07%	0.00%	-9.2%	Q3 2025

Q1 2026Reported May 6, 2026386 positions
PGPROCTER & GAMBLE Co	$10.6M	1.79%	0.00%	-4.9%	Q2 2022
AAPLApple Inc.	$9.13M	1.55%	0.00%	-0.4%	Q2 2022
LCNBLCNB Corp	$8.5M	1.44%	3.83%	-0.1%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$7.08M	1.20%	Not reported	+0.9%	Q2 2022
JPMJPMorgan Chase & Co	$6M	1.02%	0.00%	-0.2%	Q2 2022
GOOGLAlphabet Inc.	$5.38M	0.91%	0.00%	-1.3%	Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.86M	0.82%	Not reported	-0.8%	Q4 2023
AMZNAmazon Com Inc	$4.6M	0.78%	0.00%	-0.5%	Q2 2022
MSFTMicrosoft Corp	$4.02M	0.68%	0.00%	+1.3%	Q2 2022
CTASCintas Corp	$3.77M	0.64%	0.01%	Not reported	Q2 2022
TGRWArch Management Services Inc.	$1.99M	0.34%	Not reported	+2.6%	Q2 2022
METAMeta Platforms, Inc.	$1.93M	0.33%	Not reported	-1.0%	Q3 2023
GOOGAlphabet Inc.	$1.91M	0.32%	Not reported	-1.3%	Q2 2022
AVIVAviv REIT, Inc.	$1.72M	0.29%	0.05%	+6.6%	Q4 2022
XOMExxonMobil Holdings Corp	$1.67M	0.28%	0.00%	-0.5%	Q2 2022
JAVASun Microsystems, Inc.	$1.49M	0.25%	Not reported	-13.3%	Q2 2023
SCHWSchwab Charles Corp	$1.44M	0.24%	0.00%	-1.6%	Q3 2025
BRK.ABerkshire Hathaway Inc	$1.44M	0.24%	Not reported	Not reported	Q1 2025
LLYELI LILLY & Co	$1.38M	0.23%	0.00%	+34.5%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.38M	0.23%	0.00%	+0.5%	Q2 2022
BKNGBooking Holdings Inc.	$1.3M	0.22%	0.00%	+0.7%	Q3 2025
COSTCostco Wholesale Corp	$1.28M	0.22%	0.00%	-1.5%	Q2 2022
TSLATesla, Inc.	$1.27M	0.22%	0.00%	0.0%	Q2 2022
VVisa Inc.	$1.27M	0.21%	0.00%	+0.1%	Q2 2022
NEENextera Energy Inc	$1.23M	0.21%	0.00%	+0.1%	Q2 2022
WFCWells Fargo & Company	$1.17M	0.20%	0.00%	-3.8%	Q1 2023
AMATApplied Materials Inc	$1.12M	0.19%	0.00%	-0.1%	Q2 2022
GLDSPDR Gold Trust	$971K	0.16%	0.00%	Not reported	Q2 2022
MAMastercard Inc	$967K	0.16%	0.00%	+0.6%	Q2 2022
ELVElevance Health, Inc.	$791K	0.13%	0.00%	-7.1%	Q2 2022
NSCNorfolk Southern Corp	$769K	0.13%	0.00%	+0.2%	Q2 2022
NVDANvidia Corp	$727K	0.12%	0.00%	+3.0%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$711K	0.12%	Not reported	-1.4%	Q2 2022
RTXRTX Corp	$695K	0.12%	0.00%	+0.1%	Q2 2022
PMPhilip Morris International Inc.	$693K	0.12%	0.00%	-1.3%	Q2 2022
IQVIqvia Holdings Inc.	$660K	0.11%	0.00%	-4.9%	Q3 2025
RCLRoyal Caribbean Cruises Ltd	$658K	0.11%	0.00%	Not reported	Q2 2022
CVXChevron Corp	$652K	0.11%	0.00%	-8.4%	Q2 2022
OUNZVanEck Merk Gold ETF	$614K	0.10%	0.02%	Not reported	Q2 2022
DISWalt Disney Co	$570K	0.10%	0.00%	+0.9%	Q2 2022
AVGOBroadcom Inc.	$537K	0.09%	0.00%	-2.9%	Q2 2022
CORCencora, Inc.	$534K	0.09%	0.00%	-2.0%	Q3 2025
COPConocophillips	$532K	0.09%	0.00%	-1.9%	Q2 2022
ADIAnalog Devices Inc	$532K	0.09%	0.00%	+0.5%	Q3 2025
LECOLincoln Electric Holdings Inc	$506K	0.09%	0.00%	-12.9%	Q2 2022
BNYBank of New York Mellon Corp	$505K	0.09%	0.00%	-3.5%	Q3 2025
IWSImageware Systems Inc	$487K	0.08%	Not reported	+7.2%	Q2 2022
NVSNovartis AG	$475K	0.08%	0.00%	-5.0%	Q3 2025
FITBFifth Third Bancorp	$456K	0.08%	0.00%	Not reported	Q2 2022
BACBank of America Corp	$422K	0.07%	0.00%	-1.6%	Q2 2022

Q4 2025Reported Feb 10, 2026382 positions
PGPROCTER & GAMBLE Co	$11M	1.85%	0.00%	-3.8%	Q2 2022
AAPLApple Inc.	$9.82M	1.65%	0.00%	-1.0%	Q2 2022
LCNBLCNB Corp	$8.94M	1.50%	3.84%	Not reported	Q2 2022
QQQInvesco QQQ Trust, Series 1	$7.47M	1.25%	Not reported	+1.7%	Q2 2022
JPMJPMorgan Chase & Co	$6.59M	1.10%	0.00%	-3.2%	Q2 2022
GOOGLAlphabet Inc.	$5.93M	0.99%	0.00%	-6.0%	Q2 2022
MSFTMicrosoft Corp	$5.19M	0.87%	0.00%	-1.4%	Q2 2022
AMZNAmazon Com Inc	$5.12M	0.86%	0.00%	-0.1%	Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.75M	0.80%	Not reported	-0.1%	Q4 2023
CTASCintas Corp	$4.19M	0.70%	0.01%	-1.2%	Q2 2022
METAMeta Platforms, Inc.	$2.24M	0.38%	Not reported	-3.1%	Q3 2023
TGRWArch Management Services Inc.	$2.2M	0.37%	Not reported	-4.7%	Q2 2022
GOOGAlphabet Inc.	$2.11M	0.35%	Not reported	-0.5%	Q2 2022
JAVASun Microsystems, Inc.	$1.72M	0.29%	Not reported	Not reported	Q2 2023
BKNGBooking Holdings Inc.	$1.64M	0.28%	0.00%	-1.0%	Q3 2025
SCHWSchwab Charles Corp	$1.55M	0.26%	0.00%	-2.6%	Q3 2025
TSLATesla, Inc.	$1.54M	0.26%	0.00%	Not reported	Q2 2022
AVIVAviv REIT, Inc.	$1.54M	0.26%	0.04%	+1.4%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.51M	0.25%	Not reported	Not reported	Q1 2025
VVisa Inc.	$1.47M	0.25%	0.00%	-2.6%	Q2 2022
WFCWells Fargo & Company	$1.42M	0.24%	0.00%	+0.2%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.23M	0.21%	0.00%	-4.6%	Q2 2022
LLYELI LILLY & Co	$1.2M	0.20%	0.00%	Not reported	Q2 2022
XOMExxonMobil Holdings Corp	$1.19M	0.20%	0.00%	+0.5%	Q2 2022
COSTCostco Wholesale Corp	$1.13M	0.19%	0.00%	+1.6%	Q2 2022
MAMastercard Inc	$1.1M	0.18%	0.00%	-8.1%	Q2 2022
NEENextera Energy Inc	$1.06M	0.18%	0.00%	+5.2%	Q2 2022
ELVElevance Health, Inc.	$1.02M	0.17%	0.00%	-9.1%	Q2 2022
IQVIqvia Holdings Inc.	$917K	0.15%	0.00%	-4.6%	Q3 2025
GLDSPDR Gold Trust	$894K	0.15%	0.00%	+3.4%	Q2 2022
AMATApplied Materials Inc	$846K	0.14%	0.00%	-4.0%	Q2 2022
NSCNorfolk Southern Corp	$772K	0.13%	0.00%	+0.3%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$756K	0.13%	Not reported	+3.5%	Q2 2022
NVDANvidia Corp	$754K	0.13%	0.00%	+16.5%	Q2 2022
PMPhilip Morris International Inc.	$682K	0.11%	0.00%	-0.9%	Q2 2022
DISWalt Disney Co	$667K	0.11%	0.00%	-12.9%	Q2 2022
RCLRoyal Caribbean Cruises Ltd	$667K	0.11%	0.00%	+11.9%	Q2 2022
RTXRTX Corp	$660K	0.11%	0.00%	-0.9%	Q2 2022
AVGOBroadcom Inc.	$618K	0.10%	0.00%	-4.0%	Q2 2022
CORCencora, Inc.	$585K	0.10%	0.00%	-4.3%	Q3 2025
OUNZVanEck Merk Gold ETF	$566K	0.09%	0.02%	Not reported	Q2 2022
LECOLincoln Electric Holdings Inc	$558K	0.09%	0.00%	Not reported	Q2 2022
CVXChevron Corp	$524K	0.09%	0.00%	+1.7%	Q2 2022
BNYBank of New York Mellon Corp	$512K	0.09%	0.00%	+1.3%	Q3 2025
BACBank of America Corp	$484K	0.08%	0.00%	+1.0%	Q2 2022
QCOMQualcomm Inc	$469K	0.08%	0.00%	-1.9%	Q2 2022
FITBFifth Third Bancorp	$459K	0.08%	0.00%	Not reported	Q2 2022
ORCLOracle Corp	$455K	0.08%	0.00%	+0.1%	Q4 2022
ADIAnalog Devices Inc	$451K	0.08%	0.00%	+0.4%	Q3 2025
NVSNovartis AG	$451K	0.08%	0.00%	Not reported	Q3 2025

Q3 2025Reported Nov 3, 2025305 positions
PGPROCTER & GAMBLE Co	$12.3M	2.16%	0.00%	+18.5%	Q2 2022
AAPLApple Inc.	$9.29M	1.64%	0.00%	-2.2%	Q2 2022
LCNBLCNB Corp	$8.17M	1.44%	3.84%	-4.0%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$7.18M	1.26%	Not reported	+8093.8%	Q2 2022
JPMJPMorgan Chase & Co	$6.66M	1.17%	0.00%	+9.4%	Q2 2022
MSFTMicrosoft Corp	$5.64M	0.99%	0.00%	+67.2%	Q2 2022
GOOGLAlphabet Inc.	$4.9M	0.86%	0.00%	+134.8%	Q2 2022
AMZNAmazon Com Inc	$4.87M	0.86%	0.00%	+47.1%	Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.66M	0.82%	Not reported	+7221.5%	Q4 2023
CTASCintas Corp	$4.62M	0.81%	0.01%	-9.2%	Q2 2022
METAMeta Platforms, Inc.	$2.58M	0.45%	Not reported	+634.5%	Q3 2023
TGRWArch Management Services Inc.	$2.28M	0.40%	Not reported	-3.6%	Q2 2022
BKNGBooking Holdings Inc.	$1.67M	0.29%	0.00%	New	Q3 2025
JAVASun Microsystems, Inc.	$1.65M	0.29%	Not reported	-20.2%	Q2 2023
GOOGAlphabet Inc.	$1.65M	0.29%	Not reported	+52.3%	Q2 2022
TSLATesla, Inc.	$1.52M	0.27%	0.00%	+16.5%	Q2 2022
SCHWSchwab Charles Corp	$1.52M	0.27%	0.00%	New	Q3 2025
BRK.ABerkshire Hathaway Inc	$1.51M	0.27%	Not reported	Not reported	Q1 2025
VVisa Inc.	$1.47M	0.26%	0.00%	+710.9%	Q2 2022
AVIVAviv REIT, Inc.	$1.43M	0.25%	0.04%	-9.8%	Q4 2022
WFCWells Fargo & Company	$1.27M	0.22%	0.00%	+19.3%	Q1 2023
COSTCostco Wholesale Corp	$1.19M	0.21%	0.00%	-7.2%	Q2 2022
MAMastercard Inc	$1.19M	0.21%	0.00%	+931.5%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.19M	0.21%	0.00%	+285.3%	Q2 2022
XOMExxonMobil Holdings Corp	$1.11M	0.20%	0.00%	+32.1%	Q2 2022
ELVElevance Health, Inc.	$1.03M	0.18%	0.00%	+247.1%	Q2 2022
NEENextera Energy Inc	$951K	0.17%	0.00%	-0.9%	Q2 2022
LLYELI LILLY & Co	$853K	0.15%	0.00%	+2.9%	Q2 2022
IQVIqvia Holdings Inc.	$810K	0.14%	0.00%	New	Q3 2025
NSCNorfolk Southern Corp	$801K	0.14%	0.00%	+122.3%	Q2 2022
GLDSPDR Gold Trust	$776K	0.14%	0.00%	Not reported	Q2 2022
DISWalt Disney Co	$771K	0.14%	0.00%	+805.8%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$714K	0.13%	Not reported	+0.7%	Q2 2022
AMATApplied Materials Inc	$702K	0.12%	0.00%	Not reported	Q2 2022
PMPhilip Morris International Inc.	$696K	0.12%	0.00%	+4189.0%	Q2 2022
RCLRoyal Caribbean Cruises Ltd	$691K	0.12%	0.00%	-4.5%	Q2 2022
ORCLOracle Corp	$655K	0.12%	0.00%	+244.5%	Q4 2022
NVDANvidia Corp	$648K	0.11%	0.00%	-0.8%	Q2 2022
AVGOBroadcom Inc.	$614K	0.11%	0.00%	-3.6%	Q2 2022
RTXRTX Corp	$607K	0.11%	0.00%	+89.2%	Q2 2022
ADSKAutodesk, Inc.	$574K	0.10%	0.00%	New	Q3 2025
CORCencora, Inc.	$566K	0.10%	0.00%	New	Q3 2025
LECOLincoln Electric Holdings Inc	$549K	0.10%	0.00%	+1.3%	Q2 2022
CVXChevron Corp	$525K	0.09%	0.00%	Not reported	Q2 2022
OUNZVanEck Merk Gold ETF	$507K	0.09%	0.02%	Not reported	Q2 2022
UNHUnitedhealth Group Inc	$504K	0.09%	0.00%	+129.2%	Q2 2022
VEEVVeeva Systems Inc	$503K	0.09%	0.00%	New	Q3 2025
APDAir Products & Chemicals, Inc.	$492K	0.09%	0.00%	New	Q3 2025
BNYBank of New York Mellon Corp	$474K	0.08%	0.00%	New	Q3 2025
QCOMQualcomm Inc	$465K	0.08%	0.00%	Not reported	Q2 2022

Premium opens every quarter this fund has filed