Ritter Daniher Financial Advisory Llc/De Portfolio Shifts in Q2 2026: Focus on Growth and Technology

As of June 30, 2026, Ritter Daniher Financial Advisory Llc/De's portfolio has undergone several changes during the most recent quarter. The total portfolio value stands at $655.64 million.

Prominent Purchases This Quarter

The investor demonstrated a clear preference for growth-oriented strategies, significantly increasing exposure to certain sectors and specific ETFs:

• They executed a substantial purchase of JANUS DETROIT STR TR (VNLA), adding 69,707 shares representing an impressive +11.9% increase in the position's size and value during this quarter.
• There was a notable addition to PIMCO ETF TR (PYLD), with 65,470 new shares acquired (+3.74% change), boosting its portfolio allocation from previous levels.
• The investor also made a large purchase of FIRST TR EXCHNG TRADED FD VI (DAPR), acquiring all 43,585 shares available (+100% increase), establishing or significantly strengthening this position.
• Furthermore, they added a considerable amount of VANGUARD INDEX FDS (VUG), acquiring 25,914 shares (+497% change), indicating strong confidence in small-cap growth stocks.
• Concentration on technology was evident with the purchase of DIMENSIONAL ETF TRUST (DFIS), adding 22,059 shares (+6.96% change) to this sector-focused holding.
• They also increased their position in SPDR SERIES TRUST (SPLG) by acquiring 18,770 shares (+109.06% change), suggesting an interest in specific sector exposure.
• Lastly, a smaller but still noteworthy purchase occurred with FIRST TR EXCHNG TRADED FD VI (DMAY), adding 17,625 shares (+61.41% change).

Significant Reductions and Exits

The investor also reduced exposure in certain areas during the quarter:

• A major reduction was observed with FIRST TR EXCHNG TRADED FD VI (DOCT), selling off 28,100 shares (-54.81% change), which substantially decreased its portfolio allocation.
• They sold a considerable portion of J P MORGAN EXCHANGE TRADED F (JEPI), removing 17,104 shares (-32.39% change) from their position.
• Additionally, they sold all of FIRST TR EXCHNG TRADED FD VI (DAPR), completely exiting this position during the quarter.

Moderate Changes and Portfolio Stability

Several holdings experienced moderate changes, reflecting ongoing adjustments within a generally stable portfolio structure:

• The position in ISHARES TR (DGRO) saw an increase of just over 2% (+16,273 shares), maintaining its allocation.
• PIMCO ETF TR (PYLD) also maintained a healthy allocation percentage despite the moderate share growth.
• The large-cap core holding ISHARES TR (IVV) experienced only minor reductions, highlighting its foundational role in the portfolio.
• AMERICAN CENTY ETF TR (AVEM) and ISHARES TR (IJR) saw slight decreases, while WISDOMTREE TR (QGRW) maintained its allocation.

Detailed Sector Allocation Changes

The investor's sector allocation as of June 30, 2026, shows a slight shift from previous periods:

• The largest portion remains in Unknown holdings (83.7%), which continues to be the dominant category.
• Financial Services holds 3.94% of the portfolio value.
• Technology allocation stands at 3.64%, slightly lower than some other categories but still significant.
• The remaining sectors are distributed across Consumer Defensive (2.09%), Communication Services (1.78%), Healthcare (1.13%), and smaller allocations in Energy, Utilities, Industrials, and Consumer Cyclical.

Overall, the portfolio indicates a focus on growth assets while maintaining diversification across various sectors. The specific changes observed provide insight into their investment thesis for this quarter.