Ritter Daniher Financial Advisory LLC / DE holds a focused book of 602 stocks worth $656.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened FT Vest U.S. Equity Deep Buf and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 16% of the equity book.
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Use Arkolith to show Ritter Daniher Financial Advisory LLC / DE's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $105.2M | 140.5K | 16.0% | ▼−0.9% Reduced · −1K sh | |
| 2 | Ishares TR CORE DIV GRWTH | $49.9M | 658.9K | 7.6% | ▲+2.5% Added · +16K sh | |
| 3 | Pimco ETF TR MULTISECTOR BD | $48.1M | 1.81M | 7.3% | ▲+3.7% Added · +65K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $37.6M | 388.9K | 5.7% | ▲+1.0% Added · +4K sh | |
| 5 | American Centy ETF TR AVANTIS EMGMKT | $37.5M | 388.9K | 5.7% | ▼−2.6% Reduced · −10K sh | |
| 6 | Ishares TR CORE S&P MCP ETF | $32.8M | 425.3K | 5.0% | ▲+0.4% Added · +2K sh | |
| 7 | Janus Detroit STR TR HENDRSN SHRT ETF | $32.0M | 655.3K | 4.9% | ▲+12% Added · +70K sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $23.1M | 155.4K | 3.5% | ▼−0.5% Reduced · −722 sh | |
| 9 | Wisdomtree TR US QUALITY GROW | $22.8M | 345.4K | 3.5% | ▲+2.8% Added · +9K sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $13.8M | 20.1K | 2.1% | ▲+2.0% Added · +398 sh | |
| 11 | Dimensional ETF Trust INTL SMALL CAP E | $11.9M | 338.8K | 1.8% | ▲+7.0% Added · +22K sh | |
| 12 | Procter & Gamble Co COM | $10.4M | 70.8K | 1.6% | ▼−3.1% Reduced · −2K sh | |
| 13 | Apple Inc COM | $10.3M | 35.4K | 1.6% | ▼−1.5% Reduced · −546 sh | |
| 14 | LCNB Corp COM | $9.6M | 543.9K | 1.5% | ▼−0.2% Reduced · −1K sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $8.8M | 12.0K | 1.3% | ▼−2.3% Reduced · −286 sh | |
| 16 | First TR Exchange Traded FD RISNG DIVD ACHIV | $8.7M | 107.9K | 1.3% | ▼−0.3% Reduced · −342 sh | |
| 17 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $8.5M | 28.0K | 1.3% | ▲+3.5% Added · +954 sh | |
| 18 | JPMorgan Chase & Co COM | $6.6M | 20.2K | 1.0% | ▼−0.8% Reduced · −173 sh | |
| 19 | Alphabet Inc CAP STK CL A | $6.4M | 17.8K | 1.0% | ▼−4.7% Reduced · −875 sh | |
| 20 | Amazon Com Inc COM | $5.2M | 21.6K | 0.8% | ▼−2.0% Reduced · −435 sh | |
| 21 | Vanguard Whitehall FDS HIGH DIV YLD | $5.1M | 32.5K | 0.8% | ▼−0.9% Reduced · −306 sh | |
| 22 | First TR Exchng Traded FD VI FT VEST US EQT | $5.1M | 101.8K | 0.8% | ▼−7.0% Reduced · −8K sh | |
| 23 | Vanguard Index FDS VALUE ETF | $4.9M | 22.6K | 0.8% | ▼−2.5% Reduced · −575 sh | |
| 24 | Vanguard Specialized Funds DIV APP ETF | $4.8M | 20.4K | 0.7% | ▼−1.6% Reduced · −327 sh | |
| 25 | First TR Exchng Traded FD VI FT VEST U.S. | $4.4M | 92.6K | 0.7% | ▼−0.7% Reduced · −650 sh | |
| 26 | Microsoft Corp COM | $4.0M | 10.7K | 0.6% | ▼−1.7% Reduced · −190 sh | |
| 27 | Cintas Corp COM | $3.8M | 22.3K | 0.6% | —Held | |
| 28 | SPDR Series Trust ST STR P500GRW | $3.7M | 30.8K | 0.6% | ▼−0.2% Reduced · −74 sh | |
| 29 | SPDR Series Trust ST STR P500ETF | $3.2M | 36.0K | 0.5% | ▲+109% Added · +19K sh | |
| 30 | Vanguard Index FDS GROWTH ETF | $2.7M | 31.1K | 0.4% | ▲+497% Added · +26K sh | |
| 31 | Alphabet Inc CAP STK CL C | $2.3M | 6.6K | 0.4% | ▼−0.2% Reduced · −16 sh | |
| 32 | T Rowe Price Exchange-Traded PRICE GRW STOCK | $2.3M | 47.5K | 0.3% | ▼−3.1% Reduced · −2K sh | |
| 33 | First TR Exch Traded FD III PFD SECS INC ETF | $2.2M | 125.2K | 0.3% | ▼−0.3% Reduced · −437 sh | |
| 34 | First TR Exchng Traded FD VI FT VEST U.S. | $2.2M | 47.3K | 0.3% | ▼−11% Reduced · −6K sh | |
| 35 | First TR Exchng Traded FD VI FT VEST US EQT | $2.2M | 46.3K | 0.3% | ▲+61% Added · +18K sh | |
| 36 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.0M | 35.7K | 0.3% | ▼−32% Reduced · −17K sh | |
| 37 | Applied Matls Inc COM | $2.0M | 2.7K | 0.3% | ▼−18% Reduced · −591 sh | |
| 38 | Meta Platforms Inc CL A | $1.9M | 3.3K | 0.3% | ▼−0.8% Reduced · −27 sh | |
| 39 | Ishares TR S&P SML 600 GWT | $1.8M | 10.1K | 0.3% | ▼−3.2% Reduced · −332 sh | |
| 40 | Ishares TR S&P MC 400VL ETF | $1.8M | 12.1K | 0.3% | ▼−0.5% Reduced · −56 sh | |
| 41 | First TR Exchng Traded FD VI FT VEST U.S. | $1.8M | 43.6K | 0.3% | ▲New New position | |
| 42 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.8M | 3.7K | 0.3% | ▼−9.0% Reduced · −367 sh | |
| 43 | American Centy ETF TR INTERNATIONAL LR | $1.8M | 22.8K | 0.3% | ▼−0.7% Reduced · −157 sh | |
| 44 | Ishares TR RUS MD CP GR ETF | $1.8M | 12.0K | 0.3% | ▼−0.1% Reduced · −13 sh | |
| 45 | Ishares TR S&P MC 400GR ETF | $1.7M | 14.8K | 0.3% | ▼−4.3% Reduced · −670 sh | |
| 46 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.7M | 34.2K | 0.3% | ▼−22% Reduced · −9K sh | |
| 47 | Eli Lilly & Co COM | $1.7M | 1.4K | 0.3% | ▼−5.0% Reduced · −75 sh | |
| 48 | First TR Exchng Traded FD VI FT VEST US EQT | $1.7M | 34.7K | 0.3% | ▼−30% Reduced · −15K sh | |
| 49 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $1.6M | 20.8K | 0.3% | ▼−0.1% Reduced · −21 sh | |
| 50 | First TR Exchange Traded FD SMID RISNG ETF | $1.6M | 37.9K | 0.2% | ▲+4.6% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 606 | $656.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 592 | $589.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 595 | $596.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 467 | $567.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 336 | $407.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 310 | $366.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 312 | $354.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 317 | $344.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.