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Whitaker-Myers Wealth Managers, LTD. 13F holdings

Filed 2026-07-09 · Whitaker-Myers Wealth Managers, LTD. · 113 positions · $598.8M

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TickerCompanySharesValue% of portfolio
MOATVANECK ETF TRUST430.7K$44.8M7.5%
DBEFDBX ETF TR709.8K$38.8M6.5%
QQQMINVESCO EXCH TRADED FD TR II123.3K$37.4M6.2%
SPMOINVESCO EXCH TRADED FD TR II220.8K$35.7M6.0%
SCHDSCHWAB STRATEGIC TR1.0M$33.0M5.5%
VBKVANGUARD INDEX FDS78.3K$28.6M4.8%
VBRVANGUARD INDEX FDS114.7K$27.9M4.7%
IDMOINVESCO EXCH TRADED FD TR II432.4K$26.1M4.4%
IWPISHARES TR154.4K$22.6M3.8%
VBILVANGUARD INSTL INDEX FD291.0K$22.0M3.7%
VOOVANGUARD INDEX FDS30.2K$20.7M3.5%
SCHVSCHWAB STRATEGIC TR576.4K$20.1M3.4%
SCHGSCHWAB STRATEGIC TR579.3K$19.6M3.3%
IDLVINVESCO EXCH TRADED FD TR II511.1K$17.6M2.9%
JPSTJ P MORGAN EXCHANGE TRADED F330.4K$16.7M2.8%
XMVMINVESCO EXCHANGE TRADED FD T231.0K$16.4M2.7%
VSSVANGUARD INTL EQUITY INDEX F70.1K$10.8M1.8%
RECSCOLUMBIA ETF TR I236.5K$10.2M1.7%
VEAVANGUARD TAX-MANAGED FDS108.9K$7.8M1.3%
IWSISHARES TR41.2K$6.8M1.1%
IJKISHARES TR36.9K$4.3M0.7%
IJJISHARES TR29.3K$4.3M0.7%
XLKSELECT SECTOR SPDR TR16.6K$3.2M0.5%
AMDADVANCED MICRO DEVICES INC5.2K$3.0M0.5%
AAPLAPPLE INC10.3K$3.0M0.5%
ANETARISTA NETWORKS INC16.8K$2.9M0.5%
PTLCPACER FDS TR48.7K$2.8M0.5%
GOOGLALPHABET INC7.8K$2.8M0.5%
NVDANVIDIA CORPORATION13.7K$2.8M0.5%
—WISDOMTREE BITCOIN FD44.3K$2.7M0.5%
GEVGE VERNOVA INC2.3K$2.7M0.4%
MTBM & T BK CORP11.2K$2.7M0.4%
PWRQUANTA SVCS INC3.7K$2.6M0.4%
AMZNAMAZON COM INC10.9K$2.6M0.4%
TSLATESLA INC6.2K$2.6M0.4%
MRKMERCK & CO INC20.0K$2.6M0.4%
CRSCARPENTER TECHNOLOGY CORP4.2K$2.6M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL4.9K$2.5M0.4%
—JOHNSON CONTROLS INTERNATION16.8K$2.5M0.4%
DELLDELL TECHNOLOGIES INC5.7K$2.4M0.4%
—TRANE TECHNOLOGIES PLC4.9K$2.4M0.4%
AMGNAMGEN INC6.7K$2.4M0.4%
GSGOLDMAN SACHS GROUP INC2.4K$2.4M0.4%
WMTWALMART INC20.5K$2.3M0.4%
GILDGILEAD SCIENCES INC18.3K$2.3M0.4%
PHPARKER-HANNIFIN CORP2.3K$2.3M0.4%
MARMARRIOTT INTL INC NEW6.1K$2.3M0.4%
CSXCSX CORP47.5K$2.3M0.4%
CRWVCOREWEAVE INC22.3K$2.2M0.4%
VSTVISTRA CORP13.7K$2.2M0.4%
JPMJPMORGAN CHASE & CO6.6K$2.2M0.4%
ISRAVANECK ETF TRUST33.4K$2.2M0.4%
—BUNGE GLOBAL SA19.6K$2.1M0.3%
CLSCELESTICA INC5.6K$2.0M0.3%
ORCLORACLE CORP13.7K$2.0M0.3%
APLDAPPLIED DIGITAL CORP49.4K$1.8M0.3%
XLISELECT SECTOR SPDR TR9.4K$1.7M0.3%
ETHAISHARES ETHEREUM TR144.8K$1.7M0.3%
BABAALIBABA GROUP HLDG LTD17.8K$1.7M0.3%
XLFSELECT SECTOR SPDR TR31.6K$1.7M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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