CIK 1936603
Ritter Daniher Financial Advisory LLC / DE
Institutional 13F holdings & portfolio
Holdings
595
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 595
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | 15K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 37K | $1M+ | SH |
| DMAY | FIRST TR EXCHNG TRADED FD VI | 29K | $1M+ | SH |
| IVW | ISHARES TR | 10K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 47K | $1M+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 11K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 11K | $1M+ | SH |
| EFG | ISHARES TR | 11K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| EFA | ISHARES TR | 11K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 13K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3K | $1M+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 52K | $1M+ | SH |
| IWR | ISHARES TR | 10K | $1M+ | SH |
| IJS | ISHARES TR | 8K | $500K+ | SH |
| COWZ | PACER FDS TR | 15K | $500K+ | SH |
| IQV | IQVIA HLDGS INC | 4K | $500K+ | SH |
| MOAT | VANECK ETF TRUST | 9K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 13K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 14K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 15K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| EFV | ISHARES TR | 9K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 14K | $500K+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 3K | $500K+ | SH |
| IVE | ISHARES TR | 2K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 9K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |