1y return+18.2%S&P 500 +20.9%
3y return+49.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $168 against $198 in the S&P 500.2
Ritter Daniher Financial Advisory LLC / DES&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $105.2M | 16.0% | |
| DGROIshares Tr | $49.9M | 7.6% | +2.5% |
| PYLDPimco Etf Tr | $48.1M | 7.3% | +3.7% |
| IEFAIshares Tr | $37.6M | 5.7% | |
| AVEMAmerican Centy Etf Tr | $37.5M | 5.7% | −2.6% |
| IJHIshares Tr | $32.8M | 5.0% | |
| VNLAJanus Detroit Str Tr | $32.0M | 4.9% | +11.9% |
| IJRIshares Tr | $23.1M | 3.5% | |
| QGRWWisdomtree Tr | $22.8M | 3.5% | +2.8% |
| VOOVanguard Index Fds | $13.8M | 2.1% | +2.0% |
| DFISDimensional Etf Trust | $11.9M | 1.8% | +7.0% |
| PGProcter & Gamble Co | $10.4M | 1.6% | −3.1% |
| AAPLApple Inc | $10.3M | 1.6% | −1.5% |
| LCNBLcnb Corp | $9.6M | 1.5% | |
| QQQInvesco Qqq Tr | $8.8M | 1.3% | −2.3% |
| RDVYFirst Tr Exchange Traded Fd | $8.7M | 1.3% | |
| QQQMInvesco Exch Traded Fd Tr II | $8.5M | 1.3% | +3.5% |
| JPMJpmorgan Chase & Co | $6.6M | 1.0% | |
| GOOGLAlphabet Inc | $6.4M | 1.0% | −4.7% |
| AMZNAmazon Com Inc | $5.2M | 0.8% | −2.0% |
| VYMVanguard Whitehall Fds | $5.1M | 0.8% | |
| DJULFirst Tr Exchng Traded Fd Vi | $5.1M | 0.8% | −7.0% |
| VTVVanguard Index Fds | $4.9M | 0.8% | −2.5% |
| VIGVanguard Specialized Funds | $4.8M | 0.7% | −1.6% |
| DDECFirst Tr Exchng Traded Fd Vi | $4.4M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2025 | +253.1% | $2.0M |
| GOOGLAlphabet Inc | June 30, 2022 | +228.0% | $6.4M |
| GOOGAlphabet Inc | June 30, 2022 | +223.0% | $2.3M |
| JPMJpmorgan Chase & Co | June 30, 2022 | +190.7% | $6.6M |
| QQQInvesco Qqq Tr | June 30, 2022 | +162.7% | $8.8M |
| AMZNAmazon Com Inc | June 30, 2022 | +124.4% | $5.2M |
| TGRWT Rowe Price Exchange-traded | June 30, 2022 | +120.7% | $2.3M |
| AAPLApple Inc | June 30, 2022 | +111.6% | $10.3M |
| VOOVanguard Index Fds | June 30, 2022 | +98.0% | $13.8M |
| IVVIshares Tr | June 30, 2022 | +97.5% | $105.2M |
Sold off last quarter
- DOCHealthpeak Properties Inc was $70K
- RFGInvesco Exchange Traded Fd T was $39K
- Dupont De Nemours IncCUSIP 26614N102 was $33K
- AXONAxon Enterprise Inc was $32K
- KTOSKratos Defense & Sec Solutio was $30K
- BXSLBlackstone Secd Lending Fd was $21K
- ARCCAres Capital Corp was $20K
- CALMCal Maine Foods Inc was $20K
- Carnival CorpCUSIP 143658300 was $19K
- Dole PLCCUSIP G27907107 was $14K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +9.1% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ritter Daniher Financial Advisory LLC / DE Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1936603&type=13F-HR&dateb=&owner=include&count=40CIK 1936603
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1936603/000193660326000003/Filed July 14, 2026 · accession 0001936603-26-000003