Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers as of June 30, 2026

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