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Whitaker-Myers Wealth Managers

Latest statistics and disclosures from Whitaker-Myers Wealth Managers's latest quarterly 13F-HR filing:

Top 5 stock holdings are MOAT, DBEF, QQQM, SCHD, SPMO, and represent 31.92% of Whitaker-Myers Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: VOO, PH, SHOP, RECS, PWR, APP, GEV, HII, VBIL, ULTA.
Started 16 new stock positions in CAT, XLI, GEV, ETR, XLC, ETHA, ESLG, PWR, GLXY, HII. ULTA, PH, CSX, ESSC, APP, SHOP.
Reduced shares in these 10 stocks: QQQM, AMD, NVDA, GS, ANET, META, XLF, MOAT, , SCHD.
Sold out of its positions in COIN, DE, EME, GE, J, KTOS, KR, NNAVW, BLES, PGR. BITU, ELCV, LRN, TPHD, SMOT, VXUS, VCIT.
Whitaker-Myers Wealth Managers was a net buyer of stock by $14M.
Whitaker-Myers Wealth Managers has $479M in assets under management (AUM), dropping by 4.52%.
Central Index Key (CIK): 0001973849

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Positions held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers holds 115 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	8.5	$41M	-3%	396k	103.56	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	6.6	$32M		659k	48.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.2	$30M	-9%	117k	252.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.6	$27M	-3%	976k	27.43	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	5.0	$24M	-3%	201k	119.32	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.6	$22M	+2%	103k	211.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	4.5	$22M		72k	302.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	4.4	$21M		377k	55.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	3.9	$19M		136k	136.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.6	$17M	+4%	531k	32.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.4	$16M	+7%	553k	29.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.3	$16M	+17%	25k	627.14	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	3.1	$15M	+12%	197k	75.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	3.0	$14M	+3%	424k	33.90	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	2.9	$14M	-6%	214k	64.16	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.5	$12M	+11%	241k	50.59	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.9	$9.3M	+7%	65k	143.33	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.6	$7.4M	+30%	182k	40.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$6.3M	+9%	102k	62.47	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.1	$5.5M	+8%	39k	141.05	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.7	$3.1M	+27%	24k	131.59	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$3.0M	+28%	31k	96.88	View chart
Apple (AAPL)	0.6	$3.0M		11k	271.85	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.6	$2.8M	-12%	50k	55.58	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$2.7M	+136%	19k	143.97	View chart
NVIDIA Corporation (NVDA)	0.6	$2.7M	-47%	14k	186.51	View chart
Amazon (AMZN)	0.5	$2.4M	+59%	11k	230.82	View chart
Wisdomtree Bitcoin Shs Ben Int (BTCW)	0.5	$2.4M	+45%	26k	92.68	View chart
Tesla Motors (TSLA)	0.5	$2.3M	+48%	5.1k	449.73	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.5	$2.2M	-12%	38k	58.80	View chart
Oracle Corporation (ORCL)	0.4	$1.9M	+157%	9.5k	194.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.8M	+95%	3.6k	502.68	View chart
Parker-Hannifin Corporation (PH)	0.4	$1.7M	NEW	2.0k	878.97	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$1.7M	NEW	11k	160.97	View chart
Wal-Mart Stores (WMT)	0.4	$1.7M	+65%	16k	111.41	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.7M	-8%	37k	46.08	View chart
Microsoft Corporation (MSFT)	0.4	$1.7M	+8%	3.5k	483.68	View chart
Quanta Services (PWR)	0.4	$1.7M	NEW	4.0k	422.06	View chart
Applovin Corp Com Cl A (APP)	0.4	$1.7M	NEW	2.5k	673.82	View chart
Ge Vernova (GEV)	0.3	$1.7M	NEW	2.6k	653.57	View chart
Huntington Ingalls Inds (HII)	0.3	$1.7M	NEW	4.9k	340.07	View chart
Reddit Cl A (RDDT)	0.3	$1.7M	+70%	7.2k	229.87	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.7M	-18%	24k	69.47	View chart
Vistra Energy (VST)	0.3	$1.6M	+152%	10k	161.33	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.3	$1.6M	NEW	2.6k	605.01	View chart
CSX Corporation (CSX)	0.3	$1.6M	NEW	44k	36.25	View chart
Celestica (CLS)	0.3	$1.6M	+58%	5.4k	295.61	View chart
S&p Global (SPGI)	0.3	$1.6M	+82%	3.1k	522.60	View chart
Cameco Corporation (CCJ)	0.3	$1.6M	+72%	17k	91.49	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$1.6M	+75%	13k	119.75	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$1.6M	+46%	5.7k	275.39	View chart
Palo Alto Networks (PANW)	0.3	$1.6M	+82%	8.4k	184.20	View chart
Ishares Ethereum Tr SHS (ETHA)	0.3	$1.5M	NEW	69k	22.43	View chart
Galaxy Digital Cl A (GLXY)	0.3	$1.5M	NEW	69k	22.36	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$1.5M	-19%	33k	46.29	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$1.5M	+46%	14k	113.10	View chart
First Solar (FSLR)	0.3	$1.5M	+46%	5.8k	261.23	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.5M	-23%	25k	60.17	View chart
Anglogold Ashanti Com Shs (AU)	0.3	$1.5M	+38%	18k	85.28	View chart
Carpenter Technology Corporation (CRS)	0.3	$1.5M	+43%	4.7k	314.85	View chart
Trane Technologies SHS (TT)	0.3	$1.4M	+91%	3.7k	389.21	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$1.4M	NEW	9.3k	155.12	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.3	$1.4M		58k	24.76	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.4M		4.4k	322.19	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$1.4M	+96%	9.6k	146.58	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.3	$1.4M	-9%	43k	31.45	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.3	$1.3M	-6%	37k	35.67	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.3	$1.3M	NEW	11k	117.72	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$1.2M		47k	26.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.2M		8.3k	148.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.1M	-5%	1.8k	614.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.1M		12k	92.51	View chart
RPM International (RPM)	0.2	$1.0M		10k	104.00	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.2	$832k	+167%	23k	36.48	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.2	$756k	-12%	19k	38.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$744k	-10%	26k	28.48	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$674k	-5%	6.6k	102.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$654k	-26%	6.4k	101.98	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$607k		13k	45.13	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$601k		15k	41.48	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$555k	-17%	15k	38.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$542k	-3%	1.7k	313.89	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$533k		6.7k	79.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$529k	-2%	1.1k	487.90	View chart
Ishares Tr Msci Acwi Exus (HAWX)	0.1	$515k		13k	39.48	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$507k	+151%	6.7k	76.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$492k	-14%	1.6k	313.07	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$459k	-7%	7.1k	64.42	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.1	$454k		1.8k	248.18	View chart
Nuveen Muni Value Fund (NUV)	0.1	$429k		47k	9.06	View chart
Nucor Corporation (NUE)	0.1	$427k	-21%	2.6k	163.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$422k	-13%	6.8k	62.37	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$410k	-19%	9.2k	44.37	View chart
Meta Platforms Cl A (META)	0.1	$409k	-82%	619.00	660.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$394k	-29%	1.2k	335.21	View chart
Arista Networks Com Shs (ANET)	0.1	$378k	-84%	2.9k	131.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$357k	-7%	5.4k	66.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$355k	+30%	7.3k	48.72	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$339k	+5%	5.0k	67.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$330k		484.00	681.59	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$329k	-7%	8.0k	41.22	View chart
Strategy Eventide Large C (ESLG)	0.1	$300k	NEW	12k	24.96	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.1	$300k		7.8k	38.58	View chart
Goldman Sachs (GS)	0.1	$298k	-88%	339.00	879.86	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$293k	-86%	5.3k	54.76	View chart
Advanced Micro Devices (AMD)	0.1	$280k	-90%	1.3k	214.16	View chart
Strategy Eventide Small C (ESSC)	0.1	$262k	NEW	10k	25.90	View chart
Entergy Corporation (ETR)	0.1	$261k	NEW	2.8k	92.43	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$255k		2.9k	89.43	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$245k	+5%	5.0k	49.14	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.0	$224k		2.8k	79.61	View chart
Caterpillar (CAT)	0.0	$222k	NEW	388.00	572.69	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.0	$222k	-53%	5.4k	41.45	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$205k	-18%	1.5k	139.16	View chart
Axon Enterprise (AXON)	0.0	$201k	-8%	353.00	567.93	View chart

Past Filings by Whitaker-Myers Wealth Managers

SEC 13F filings are viewable for Whitaker-Myers Wealth Managers going back to 2023

Whitaker-Myers Wealth Managers 2025 Q4 filed Jan. 22, 2026
Whitaker-Myers Wealth Managers 2025 Q3 filed Oct. 16, 2025
Whitaker-Myers Wealth Managers 2025 Q2 filed July 7, 2025
Whitaker-Myers Wealth Managers 2025 Q1 filed April 14, 2025
Whitaker-Myers Wealth Managers 2024 Q4 filed Jan. 15, 2025
Whitaker-Myers Wealth Managers 2024 Q3 filed Oct. 18, 2024
Whitaker-Myers Wealth Managers 2024 Q2 filed July 26, 2024
Whitaker-Myers Wealth Managers 2024 Q1 filed April 12, 2024
Whitaker-Myers Wealth Managers 2023 Q4 filed Jan. 12, 2024
Whitaker-Myers Wealth Managers 2023 Q3 filed Oct. 5, 2023
Whitaker-Myers Wealth Managers 2023 Q2 filed July 13, 2023
Whitaker-Myers Wealth Managers 2022 Q4 filed April 21, 2023
Whitaker-Myers Wealth Managers 2023 Q1 filed April 21, 2023

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