Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers as of Dec. 31, 2025

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