Ritter Daniher Financial Advisory Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$3.41M |
| 2 |
FT Vest US Equity Deep Buffer ETF April
DAPR
|
+$1.76M |
| 3 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$1.73M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.6M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DOCT
FT Vest US Equity Deep Buffer ETF October
DOCT
|
+$1.29M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$966K |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$956K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$915K |
| 5 |
FT Vest US Equity Deep Buffer ETF June
DJUN
|
+$723K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 3.91% |
| 2 | Technology | 3.77% |
| 3 | Consumer Staples | 2.13% |
| 4 | Communication Services | 1.78% |
| 5 | Consumer Discretionary | 1.55% |
Similar funds
Ritter Daniher Financial Advisory's Q2 2026 Portfolio in Review
As of Q2 2026, Ritter Daniher Financial Advisory held 630 positions worth $657M, up 11% from $589M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Ritter Daniher Financial Advisory's Q2 2026 filing shows 40 new, 103 increased, 154 reduced and 28 closed positions. Its largest new stake was FT Vest US Equity Deep Buffer ETF April: 43,585 shares worth $1.78M. The largest sale was FT Vest US Equity Deep Buffer ETF October, an estimated $1.29M.
By sector, the portfolio is most concentrated in Financials at 3.9% of assets, down from 4% a quarter earlier, followed by Technology and Consumer Staples.
- Ritter Daniher Financial Advisory's largest Q2 2026 buy was FT Vest US Equity Deep Buffer ETF April: 43,585 shares worth $1.78M.
- Ritter Daniher Financial Advisory added most to Janus Henderson Short Duration Income ETF in Q2 2026, an estimated $3.41M increase.
- Ritter Daniher Financial Advisory's biggest Q2 2026 reduction was FT Vest US Equity Deep Buffer ETF October, cutting an estimated $1.29M.
- Ritter Daniher Financial Advisory fully exited Healthpeak Properties in Q2 2026, selling an estimated $70.3K.
- Ritter Daniher Financial Advisory's ten largest holdings make up 61% of its $657M portfolio in Q2 2026.
- Ritter Daniher Financial Advisory opened 40 new positions and closed 28 in Q2 2026.
- Ritter Daniher Financial Advisory's portfolio value rose 11% quarter-over-quarter to $657M.
Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.