Ritter Daniher Financial Advisory LLC / DE

RIA/Wealth

Ritter Daniher Financial Advisory LLC / DE is a RIA/Wealth based in Cincinnati, OH led by Jeffrey Earl Daniher, reporting $605.9M in AUM as of Q3 2025 with 80% ETF concentration, 59% concentrated in top 10 holdings, 17% allocation to IVV, and minimal technology exposure.

FounderJeffrey Earl Daniher

Portfolio Value: $567.9M
Positions: 459
Top Holding: IVV at 17%
Last Reported: Q3 2025

Address7661 Beechmont Avenue, Suite 200, Cincinnati, OH, 45255, United States

Top Holdings

Largest long holdings in Ritter Daniher Financial Advisory LLC / DE's portfolio (58.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$96.5M	17.00%	+$1.7M Bought	— 144.2K shares	Q2 2022 Held for 3y 5m
2 iShares Core Dividend Growth DGRO	ETF ETF	$42.8M	7.54%	+$1.7M Bought	— 628.9K shares	Q2 2022 Held for 3y 5m
3 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$33.4M	5.88%	+$9.3M Bought	— 1.2M shares	Q3 2024 Held for 1y 2m
4 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$33.3M	5.87%	+$118.0K Bought	— 381.8K shares	Q2 2022 Held for 3y 5m
5 Avantis Emerging Markets Equity AVEM	ETF ETF	$31.5M	5.55%	-$1.6M Sold	— 419.6K shares	Q2 2022 Held for 3y 5m
6 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$28.1M	4.94%	-$2.5M Sold	— 429.9K shares	Q2 2022 Held for 3y 5m
7 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$18.9M	3.32%	-$477.5K Sold	— 158.6K shares	Q2 2022 Held for 3y 5m
8 QGRW WisdomTree U.S. Quality Growth Fund QGRW	ETF ETF	$18.1M	3.19%	+$893.0K Bought	— 316.0K shares	Q4 2024 Held for 11 months
9 Janus Henderson Short Duration Income VNLA	ETF ETF	$17.4M	3.06%	+$9.3M Bought	— 352.8K shares	Q1 2025 Held for 8 months
10 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$12.3M	2.16%	+$1.9M Bought	0.00% 79.9K shares	Q2 2022 Held for 3y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ritter Daniher Financial Advisory LLC / DE's latest filing

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Market Value

$567.9M

Prior: $407.2M

Q/Q Change

+39.48%

+$160.7M

Net Flows % of MV

+23.12%

Turnover Ratio

13.41%

New Purchases

127 stocks

$54.5M

Added To

79 stocks

+$85.5M

Sold Out Of

16 stocks

$342.8K

Reduced Holdings

60 stocks

-$8.3M

Increased Positions

Position	Shares Δ	Change
1 First Trust Rising Dividend Achievers RDVY	New	0 → 101.8K +$6.8M
2 Invesco NASDAQ 100 ETF QQQM	New	0 → 26.7K +$6.6M
3 FT Vest U.S. Equity Deep Buffer ETF DJUL	New	0 → 127.3K +$5.9M
4 FT Vest U.S. Equity Deep Buffer ETF DMAR	New	0 → 86.8K +$3.5M
5 FT Vest U.S. Equity Deep Buffer ETF DJUN	New	0 → 74.6K +$3.5M

Decreased Positions

Position	Shares Δ	Change
1 Comerica CMA	Sold	1.1K → 0 −$66.3K
2 DraftKings Inc. DKNG	Sold	1.4K → 0 −$58.8K
3 iShares U.S. Energy IYE	Sold	1.1K → 0 −$47.5K
4 Lockheed Martin LMT	Sold	100.0 → 0 −$46.3K
5 American Financial Group AFG	Sold	204.0 → 0 −$25.8K