Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, SCHD, QQQM, SPMO, and represent 30.87% of Whitaker-Myers Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: VBIL, VOO, XLF, BG, KO, MRK, AXP, AMGN, MTB, GILD.
Started 10 new stock positions in GILD, EVSM, BG, QXO, AXP, MRK, AMGN, XLE, MTB, KO.
Reduced shares in these 10 stocks: XLK, SHOP, APP, RDDT, , SPGI, , STX, GLXY, HOOD.
Sold out of its positions in AMD, APP, AXON, CCJ, ETR, GLXY, GS, RDDT, HOOD, SPGI. SDY, XLC, SHOP, ULTA, VTI, AU, STX.
Whitaker-Myers Wealth Managers was a net buyer of stock by $29M.
Whitaker-Myers Wealth Managers has $502M in assets under management (AUM), dropping by 4.65%.
Central Index Key (CIK): 0001973849

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers holds 108 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	7.8	$39M	+2%	406k	96.70	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	6.7	$34M	+2%	678k	49.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.0	$30M		981k	30.68	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.6	$28M		119k	237.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	4.8	$24M	+5%	213k	112.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.7	$23M	+4%	108k	217.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	4.5	$23M	+4%	75k	302.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	4.3	$22M	+5%	398k	54.84	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	3.7	$18M	+5%	143k	128.12	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	3.5	$18M	+18%	234k	75.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.5	$18M	+4%	577k	30.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$18M	+16%	29k	597.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.3	$17M	+7%	572k	29.13	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	3.1	$16M	+7%	454k	34.45	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	2.8	$14M		217k	65.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.8	$14M	+14%	275k	50.61	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.0	$9.9M	+4%	68k	145.79	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.6	$8.2M	+15%	211k	38.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$6.9M	+6%	108k	64.08	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.2	$5.9M	+4%	41k	145.74	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.7	$3.7M	+16%	28k	132.50	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$3.6M	+15%	35k	100.62	View chart
Amazon (AMZN)	0.6	$2.8M	+28%	14k	208.26	View chart
Wisdomtree Bitcoin Shs Ben Int (BTCW)	0.6	$2.8M	+47%	39k	71.71	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.5	$2.6M	+71%	16k	161.73	View chart
Apple (AAPL)	0.5	$2.5M	-8%	10k	253.80	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$2.5M	+861%	51k	49.37	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.5	$2.5M	-2%	48k	52.46	View chart
Tesla Motors (TSLA)	0.5	$2.5M	+29%	6.6k	371.75	View chart
NVIDIA Corporation (NVDA)	0.5	$2.5M		14k	174.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.3M	+34%	4.9k	479.20	View chart
Oracle Corporation (ORCL)	0.5	$2.3M	+63%	16k	147.11	View chart
Bunge Global Sa Com Shs (BG)	0.5	$2.3M	NEW	18k	127.20	View chart
Coca-Cola Company (KO)	0.4	$2.2M	NEW	29k	76.05	View chart
Wal-Mart Stores (WMT)	0.4	$2.2M	+12%	18k	124.28	View chart
Merck & Co (MRK)	0.4	$2.1M	NEW	18k	120.29	View chart
American Express Company (AXP)	0.4	$2.1M	NEW	7.0k	302.48	View chart
Palo Alto Networks (PANW)	0.4	$2.1M	+55%	13k	160.32	View chart
Amgen (AMGN)	0.4	$2.1M	NEW	6.0k	351.87	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.4	$2.1M	-7%	35k	60.46	View chart
Quanta Services (PWR)	0.4	$2.1M	-6%	3.8k	549.02	View chart
Carpenter Technology Corporation (CRS)	0.4	$2.1M	+12%	5.2k	394.16	View chart
Ge Vernova (GEV)	0.4	$2.1M	-8%	2.4k	872.91	View chart
M&T Bank Corporation (MTB)	0.4	$2.1M	NEW	10k	206.73	View chart
Vistra Energy (VST)	0.4	$2.1M	+36%	14k	150.33	View chart
Gilead Sciences (GILD)	0.4	$2.0M	NEW	14k	139.37	View chart
Ishares Ethereum Tr SHS (ETHA)	0.4	$2.0M	+83%	126k	15.83	View chart
Celestica (CLS)	0.4	$2.0M	+31%	7.1k	281.68	View chart
First Solar (FSLR)	0.4	$1.9M	+70%	9.8k	197.26	View chart
Qxo Com New (QXO)	0.4	$1.9M	NEW	100k	19.42	View chart
CSX Corporation (CSX)	0.4	$1.9M	+6%	47k	41.05	View chart
Johnson Controls Internation SHS (JCI)	0.4	$1.9M	+9%	14k	130.95	View chart
Parker-Hannifin Corporation (PH)	0.4	$1.8M	+4%	2.1k	895.27	View chart
Trane Technologies SHS (TT)	0.4	$1.8M	+19%	4.4k	416.75	View chart
Huntington Ingalls Inds (HII)	0.3	$1.8M	-6%	4.6k	379.91	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$1.7M	+45%	14k	125.46	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$1.6M	-10%	34k	47.03	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.3	$1.4M	+4%	60k	23.87	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.3M	NEW	22k	61.26	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.3	$1.3M	-5%	41k	32.52	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.3M	-19%	19k	68.28	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.3	$1.3M	-3%	36k	36.57	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		4.3k	294.18	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.2M	-22%	19k	62.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.2M		8.4k	142.43	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M	-9%	3.2k	370.20	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$1.2M	-14%	29k	40.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.2M	-2%	46k	25.10	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.1M	-3%	12k	92.76	View chart
RPM International (RPM)	0.2	$991k		10k	99.40	View chart
Nuveen Muni Value Fund (NUV)	0.2	$953k	+123%	106k	8.99	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.2	$920k	+7%	25k	37.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$895k	-15%	1.6k	577.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$752k		26k	29.08	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$729k	-5%	18k	39.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$670k	-5%	6.1k	110.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$656k	-3%	6.3k	103.37	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$624k		13k	47.15	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$624k	-4%	14k	45.05	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$616k	+56%	10k	59.03	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.1	$539k	+17%	2.2k	250.51	View chart
Ishares Tr Msci Acwi Exus (HAWX)	0.1	$533k		13k	40.89	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$515k	-2%	6.5k	78.76	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$498k	-12%	13k	39.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$472k		1.1k	436.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$461k	-6%	1.6k	286.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$452k		1.6k	287.49	View chart
Nucor Corporation (NUE)	0.1	$443k		2.6k	169.08	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$429k	-11%	6.3k	68.14	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$393k	+61%	8.0k	48.86	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$388k	-6%	8.7k	44.87	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$379k	-10%	6.0k	62.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$361k		5.4k	67.53	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.1	$352k	+13%	8.8k	39.97	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$351k	-4%	6.9k	50.48	View chart
Strategy Eventide Large C (ESLG)	0.1	$351k	+24%	15k	23.34	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$349k	+2%	8.2k	42.69	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$331k	-7%	4.6k	71.61	View chart
Strategy Eventide Small C (ESSC)	0.1	$321k	+21%	12k	26.16	View chart
Meta Platforms Cl A (META)	0.1	$314k	-11%	549.00	572.15	View chart
Arista Networks Com Shs (ANET)	0.1	$312k	-11%	2.5k	122.78	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$306k	-2%	470.00	650.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$249k		2.8k	87.85	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.0	$248k	NEW	4.9k	50.19	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.0	$245k	+6%	3.0k	82.09	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$242k	-90%	1.8k	132.90	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.0	$223k		5.2k	42.44	View chart
Caterpillar (CAT)	0.0	$204k	-25%	288.00	708.89	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z