Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers as of Sept. 30, 2025

Portfolio Holdings for Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers holds 116 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 8.9 $41M 411k 99.11
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.9 $32M 128k 247.12
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 6.8 $31M 667k 46.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.0 $28M 1.0M 27.30
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 5.5 $25M 208k 121.06
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.6 $21M 71k 297.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.6 $21M 101k 208.71
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 4.5 $20M 379k 53.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 4.2 $19M 136k 142.41
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.5 $16M 508k 31.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.3 $15M 517k 29.11
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 3.1 $14M 228k 61.63
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 3.0 $14M 412k 33.50
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 2.9 $13M 175k 75.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $13M 21k 612.37
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.4 $11M 217k 50.73
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.9 $8.6M 60k 142.55
Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.2 $5.7M 140k 40.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $5.5M 93k 59.92
NVIDIA Corporation (NVDA) 1.1 $5.1M 28k 186.58
Ishares Tr Rus Mdcp Val Etf (IWS) 1.1 $5.0M 36k 139.67
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.7 $3.1M 57k 54.76
Apple (AAPL) 0.6 $2.8M 11k 254.64
Arista Networks Com Shs (ANET) 0.6 $2.6M 18k 145.71
Meta Platforms Cl A (META) 0.6 $2.6M 3.5k 734.47
Goldman Sachs (GS) 0.5 $2.4M 3.1k 796.46
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $2.4M 19k 129.72
Vaneck Etf Trust Israel Etf (ISRA) 0.5 $2.4M 43k 54.59
Advanced Micro Devices (AMD) 0.5 $2.3M 15k 161.79
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $2.3M 24k 95.89
Select Sector Spdr Tr Technology (XLK) 0.5 $2.3M 8.1k 281.87
Wisdomtree Bitcoin Shs Ben Int (BTCW) 0.5 $2.2M 18k 121.27
Select Sector Spdr Tr Financial (XLF) 0.5 $2.1M 40k 53.87
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $2.0M 29k 67.26
First Tr Exchange-traded SHS (FVD) 0.4 $1.9M 41k 46.24
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $1.9M 33k 57.47
Wisdomtree Tr India Erngs Fd (EPI) 0.4 $1.8M 42k 44.20
Microsoft Corporation (MSFT) 0.4 $1.7M 3.2k 517.99
Tesla Motors (TSLA) 0.3 $1.5M 3.4k 444.74
Amazon (AMZN) 0.3 $1.5M 6.6k 219.57
Pacer Fds Tr Trendpilot Intl (PTIN) 0.3 $1.5M 48k 30.47
Tidal Trust I Fundstrat Granny (GRNY) 0.3 $1.4M 57k 24.99
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.3 $1.4M 39k 35.81
JPMorgan Chase & Co. (JPM) 0.3 $1.4M 4.3k 315.40
Robinhood Mkts Com Cl A (HOOD) 0.3 $1.3M 9.2k 143.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.2M 47k 25.71
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.2M 8.3k 145.64
RPM International (RPM) 0.3 $1.2M 10k 117.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.2M 1.9k 600.35
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $1.2M 12k 93.64
Kratos Defense & Sec Solutio Com New (KTOS) 0.2 $1.1M 13k 91.37
Stride (LRN) 0.2 $1.1M 7.1k 148.94
Oracle Corporation (ORCL) 0.2 $1.0M 3.7k 281.24
Emcor (EME) 0.2 $1.0M 1.6k 649.54
Reddit Cl A (RDDT) 0.2 $971k 4.2k 229.99
Wal-Mart Stores (WMT) 0.2 $969k 9.4k 103.06
Palo Alto Networks (PANW) 0.2 $943k 4.6k 203.62
Ge Aerospace Com New (GE) 0.2 $941k 3.1k 300.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $939k 1.9k 502.80
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $914k 3.9k 236.06
Anglogold Ashanti Com Shs (AU) 0.2 $887k 13k 70.33
Progressive Corporation (PGR) 0.2 $878k 3.6k 246.95
Coinbase Global Com Cl A (COIN) 0.2 $873k 2.6k 337.49
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $870k 4.9k 178.73
First Solar (FSLR) 0.2 $868k 3.9k 220.53
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $868k 8.7k 99.53
Cameco Corporation (CCJ) 0.2 $845k 10k 83.86
Celestica (CLS) 0.2 $837k 3.4k 246.38
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.2 $825k 22k 37.31
Trane Technologies SHS (TT) 0.2 $820k 1.9k 421.97
Kroger (KR) 0.2 $819k 12k 67.41
Johnson Ctls Intl SHS (JCI) 0.2 $819k 7.4k 109.95
S&p Global (SPGI) 0.2 $815k 1.7k 486.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $810k 29k 27.90
Carpenter Technology Corporation (CRS) 0.2 $797k 3.2k 245.54
Jacobs Engineering Group (J) 0.2 $783k 5.2k 149.86
Vistra Energy (VST) 0.2 $775k 4.0k 195.92
Deere & Company (DE) 0.2 $754k 1.6k 457.26
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $733k 7.0k 104.96
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $670k 18k 38.02
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $608k 14k 44.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $551k 1.7k 328.26
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $546k 6.6k 82.73
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $539k 15k 37.19
Vanguard Index Fds Growth Etf (VUG) 0.1 $534k 1.1k 479.60
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $501k 11k 43.78
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $495k 7.8k 63.56
Ishares Tr Msci Acwi Exus (HAWX) 0.1 $486k 13k 37.81
Timothy Plan U S Sm Cp Core (TPSC) 0.1 $482k 12k 41.57
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.1 $454k 1.8k 249.19
Nucor Corporation (NUE) 0.1 $449k 3.3k 135.41
Alphabet Cap Stk Cl A (GOOGL) 0.1 $444k 1.8k 243.07
Alphabet Cap Stk Cl C (GOOG) 0.1 $434k 1.8k 243.62
Nuveen Muni Value Fund (NUV) 0.1 $425k 47k 8.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $382k 5.9k 65.26
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $359k 8.5k 42.46
Timothy Plan Hig Dv Stk Etf (TPHD) 0.1 $342k 8.7k 39.34
Dbx Etf Tr Xtrack Msci All (DBAW) 0.1 $341k 8.6k 39.40
Ishares Silver Tr Ishares (SLV) 0.1 $326k 7.7k 42.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $317k 476.00 665.73
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.1 $301k 8.5k 35.27
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.1 $297k 7.7k 38.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $286k 3.9k 73.46
Axon Enterprise (AXON) 0.1 $277k 386.00 717.64
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $270k 5.6k 48.30
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $265k 2.7k 99.81
Vaneck Etf Trust Morningstar Smid (SMOT) 0.1 $263k 7.3k 36.08
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $255k 2.9k 88.95
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $254k 1.8k 140.02
Strategy Eventide High Di (ELCV) 0.1 $236k 8.8k 26.74
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $233k 4.7k 49.29
Proshares Tr Ultra Bitcoin Et (BITU) 0.0 $228k 4.3k 53.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $214k 2.5k 84.11
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $212k 4.8k 44.48
First Tr Exchange-traded Com Shs Annual (FDM) 0.0 $210k 2.8k 75.74
Nextnav *w Exp 99/99/999 (NNAVW) 0.0 $61k 11k 5.41