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Portfolio (Quarterly) Guide ↗

Ritter Daniher Financial Advisory LLC / DE

· CIK 0001936603
13F Portfolio $589M AUM 592 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 110 Added 117 Reduced
Page 3 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABNB AIRBNB INC Consumer Cyclical 1,395.0 $176K 0.03% +25.0 +1.8% $126.28 +48.3%
42 UBER UBER TECHNOLOGIES INC Technology 2,270.0 $163K 0.03% +30.0 +1.3% $71.93 +9.6%
43 PLTR PALANTIR TECHNOLOGIES INC Technology 1,094.0 $160K 0.03% +358.0 +48.6% $146.28 +23.0%
44 UNP UNION PAC CORP Industrials 630.0 $153K 0.03% +4.0 +0.6% $242.59 +27.0%
45 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,608.0 $151K 0.03% +308.0 +23.7% $93.87 +145.6%
46 RAAX VANECK ETF TRUST 3,496.0 $142K 0.02% +3K +283.3% $40.72 +3.2%
47 YLDE LEGG MASON ETF INVT 2,498.0 $135K 0.02% +320.0 +14.7% $53.99 +6.8%
48 T AT&T INC Communication Services 4,650.0 $135K 0.02% +39.0 +0.8% $28.99 -12.7%
49 MPLX MPLX LP Energy 2,173.0 $124K 0.02% +40.0 +1.9% $57.06 +2.4%
50 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 762.0 $120K 0.02% +612.0 +408.0% $157.28 +2.5%
51 CDEI MORGAN STANLEY ETF TRUST 1,335.0 $104K 0.02% +111.0 +9.1% $77.59 +20.7%
52 OKE ONEOK INC NEW Energy 1,112.0 $101K 0.02% +14.0 +1.3% $90.40 +3.2%
53 LIN LINDE PLC Basic Materials 177.0 $88K 0.01% +1.0 +0.6% $494.98 -1.5%
54 VFH VANGUARD WORLD FD 715.0 $86K 0.01% +10.0 +1.4% $120.81 +16.5%
55 SBUX STARBUCKS CORP Consumer Cyclical 869.0 $78K 0.01% +25.0 +3.0% $89.55 +19.6%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 1,474.0 $74K 0.01% +23.0 +1.6% $50.19 -1.5%
57 DOC HEALTHPEAK PROPERTIES INC Real Estate 4,276.0 $70K 0.01% +75.0 +1.8% $16.43 +30.2%
58 PSA PUBLIC STORAGE OPER CO Real Estate 259.0 $70K 0.01% +2.0 +0.8% $270.45 +19.2%
59 XJH ISHARES TR 1,316.0 $60K 0.01% +120.0 +10.0% $45.37 +14.3%
60 ESGD ISHARES TR 620.0 $59K 0.01% +54.0 +9.5% $95.62 +12.2%
Page 3 of 6  ·  110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.0%
Technology 19.2%
Consumer Defensive 13.3%
Consumer Cyclical 8.8%
Communication Services 7.9%
Industrials 7.9%
Healthcare 6.0%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.0%