Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers as of March 31, 2026

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