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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, SPMO, SCHD, and represent 31.67% of Whitaker-Myers Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: VBIL, AMD, XLK, JPST, MOAT, DELL, ANET, GS, MAR, GOOGL.
Started 13 new stock positions in XLRE, GRNJ, GS, IVV, TSM, AMD, DELL, CRWV, APLD, MAR. CRWD, VTI, ELCV.
Reduced shares in these 10 stocks: KO, AXP, PANW, FSLR, QXO, HII, , XLI, XLF, CRS.
Sold out of its positions in AXP, KO, META, FSLR, HII, PANW, XLE, QXO.
Whitaker-Myers Wealth Managers was a net buyer of stock by $37M.
Whitaker-Myers Wealth Managers has $599M in assets under management (AUM), dropping by 19.37%.
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 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	7.5	$45M	+6%	431k	103.96	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	6.5	$39M	+4%	710k	54.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.2	$37M	+3%	123k	302.97	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	6.0	$36M	+3%	221k	161.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.5	$33M	+6%	1.0M	31.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	4.8	$29M	+3%	78k	365.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.7	$28M	+6%	115k	242.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	4.4	$26M	+8%	432k	60.29	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	3.8	$23M	+7%	154k	146.41	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	3.7	$22M	+24%	291k	75.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$21M	+3%	30k	686.80	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.4	$20M		576k	34.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.3	$20M		579k	33.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	2.9	$18M	+12%	511k	34.49	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.8	$17M	+19%	330k	50.57	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	2.7	$16M	+6%	231k	70.92	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.8	$11M	+3%	70k	154.29	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.7	$10M	+12%	237k	43.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$7.8M		109k	71.25	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.1	$6.8M		41k	164.60	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$4.3M	+4%	37k	117.50	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.7	$4.3M	+5%	29k	147.73	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$3.2M	+809%	17k	190.52	View chart
Advanced Micro Devices (AMD)	0.5	$3.0M	NEW	5.2k	580.96	View chart
Apple (AAPL)	0.5	$3.0M	+2%	10k	289.35	View chart
Arista Networks Com Shs (ANET)	0.5	$2.9M	+564%	17k	169.88	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.5	$2.8M		49k	58.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.8M	+398%	7.8k	357.35	View chart
NVIDIA Corporation (NVDA)	0.5	$2.8M	-2%	14k	200.09	View chart
Wisdomtree Bitcoin Shs Ben Int (BTCW)	0.5	$2.7M	+14%	44k	62.00	View chart
Ge Vernova (GEV)	0.4	$2.7M	-3%	2.3k	1174.96	View chart
M&T Bank Corporation (MTB)	0.4	$2.7M	+12%	11k	238.00	View chart
Quanta Services (PWR)	0.4	$2.6M	-2%	3.7k	720.05	View chart
Amazon (AMZN)	0.4	$2.6M	-19%	11k	238.33	View chart
Tesla Motors (TSLA)	0.4	$2.6M	-6%	6.2k	420.59	View chart
Merck & Co (MRK)	0.4	$2.6M	+13%	20k	128.50	View chart
Carpenter Technology Corporation (CRS)	0.4	$2.6M	-20%	4.2k	616.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.5M		4.9k	500.39	View chart
Johnson Controls Internation SHS (JCI)	0.4	$2.5M	+17%	17k	146.11	View chart
Dell Technologies CL C (DELL)	0.4	$2.4M	NEW	5.7k	431.46	View chart
Trane Technologies SHS (TT)	0.4	$2.4M	+11%	4.9k	491.18	View chart
Amgen (AMGN)	0.4	$2.4M	+11%	6.7k	362.10	View chart
Goldman Sachs (GS)	0.4	$2.4M	NEW	2.4k	1011.18	View chart
Wal-Mart Stores (WMT)	0.4	$2.3M	+17%	21k	113.26	View chart
Gilead Sciences (GILD)	0.4	$2.3M	+27%	18k	126.34	View chart
Parker-Hannifin Corporation (PH)	0.4	$2.3M	+12%	2.3k	978.16	View chart
Marriott Intl Cl A (MAR)	0.4	$2.3M	NEW	6.1k	370.59	View chart
CSX Corporation (CSX)	0.4	$2.3M		48k	47.53	View chart
Coreweave Com Cl A (CRWV)	0.4	$2.2M	NEW	22k	99.54	View chart
Vistra Energy (VST)	0.4	$2.2M		14k	158.64	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.2M	+53%	6.6k	327.35	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.4	$2.2M	-3%	33k	64.86	View chart
Bunge Global Sa Com Shs (BG)	0.3	$2.1M	+10%	20k	106.73	View chart
Celestica (CLS)	0.3	$2.0M	-21%	5.6k	364.80	View chart
Oracle Corporation (ORCL)	0.3	$2.0M	-11%	14k	146.55	View chart
Applied Digital Corp Com New (APLD)	0.3	$1.8M	NEW	49k	37.30	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$1.7M	-40%	9.4k	185.22	View chart
Ishares Ethereum Tr SHS (ETHA)	0.3	$1.7M	+14%	145k	11.89	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$1.7M	+28%	18k	95.98	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$1.7M	-38%	32k	53.61	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.3	$1.5M	NEW	34k	44.03	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$1.5M	-8%	31k	48.18	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.2	$1.4M	-13%	52k	27.65	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.2	$1.4M	-5%	34k	41.83	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.2	$1.4M	-9%	37k	36.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.3M		45k	28.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.3M	-9%	7.6k	164.27	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$1.2M	-22%	15k	81.06	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M		3.2k	373.01	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$1.1M	-8%	26k	42.78	View chart
RPM International (RPM)	0.2	$1.1M		10k	111.15	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.1M		12k	93.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.0M	-8%	1.4k	736.46	View chart
Nuveen Muni Value Fund (NUV)	0.2	$1.0M	+4%	111k	9.22	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.0M	-16%	16k	62.20	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.2	$994k	+5%	26k	38.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$931k		26k	36.13	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$780k		14k	57.88	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.1	$662k	+7%	2.3k	286.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$654k	-13%	5.2k	124.76	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$650k	+22%	13k	51.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$646k	-9%	5.7k	112.88	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$641k		6.5k	98.31	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$609k	-22%	14k	42.72	View chart
Ishares Tr Msci Acwi Exus (HAWX)	0.1	$606k		13k	46.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$587k	+3%	1.7k	353.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$562k	+504%	6.5k	86.14	View chart
Nucor Corporation (NUE)	0.1	$522k	-10%	2.3k	222.75	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$507k	-6%	12k	43.14	View chart
Strategy Even La Grow Etf (ESLG)	0.1	$474k	+9%	17k	28.73	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$473k	-11%	12k	38.59	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.1	$456k	+3%	9.1k	50.00	View chart
Strategy Even Smal Ca Etf (ESSC)	0.1	$416k	+6%	13k	31.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$404k	-2%	5.2k	77.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$368k	-7%	5.6k	66.33	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$361k	-8%	7.4k	48.87	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$354k	-10%	7.3k	48.48	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$351k		470.00	746.42	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$333k	+34%	6.6k	50.31	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$308k	-8%	5.8k	53.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$300k	-27%	5.0k	59.50	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.0	$296k	+6%	3.2k	93.10	View chart
Caterpillar (CAT)	0.0	$291k	-5%	273.00	1066.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$273k	NEW	364.00	749.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$269k		2.8k	95.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$269k	NEW	726.00	369.99	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$255k		4.5k	56.22	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.0	$239k	-5%	5.0k	47.98	View chart
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)	0.0	$230k	NEW	7.3k	31.44	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$223k	-49%	4.4k	50.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$206k	NEW	270.00	763.14	View chart
Strategy Even High Di Etf (ELCV)	0.0	$205k	NEW	6.2k	32.87	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$205k	NEW	428.00	477.81	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 2026 Q2 filed July 9, 2026
Whitaker-Myers Wealth Managers 2026 Q1 filed April 9, 2026
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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