Whitaker-Myers Wealth Managers, LTD.

Est. AUM

$501.6M

13F long equity, this entity only

Positions

108

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANECK ETF TRUST	MRNGSTR WDE MOAT	$39.2M	405471	7.82%	SOLE
2	DBX ETF TR	XTRACK MSCI EAFE	$33.5M	677831	6.68%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$30.1M	980705	6.00%	SOLE
4	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$28.2M	118730	5.62%	SOLE
5	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$23.9M	212872	4.76%	SOLE
6	VANGUARD INDEX FDS	SM CP VAL ETF	$23.4M	107872	4.67%	SOLE
7	VANGUARD INDEX FDS	SML CP GRW ETF	$22.8M	75423	4.54%	SOLE
8	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$21.8M	397723	4.35%	SOLE
9	ISHARES TR	RUS MD CP GR ETF	$18.4M	143303	3.66%	SOLE
10	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$17.7M	233623	3.52%	SOLE
11	SCHWAB STRATEGIC TR	US LCAP VA ETF	$17.6M	577350	3.51%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.5M	29304	3.49%	SOLE
13	SCHWAB STRATEGIC TR	US LCAP GR ETF	$16.7M	572404	3.32%	SOLE
14	INVESCO EXCH TRADED FD TR II	S&P INTL LOW	$15.7M	454359	3.12%	SOLE
15	INVESCO EXCHANGE TRADED FD T	S&P MDCP VLU MNT	$14.1M	216781	2.81%	SOLE
16	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$13.9M	275333	2.78%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.9M	68016	1.98%	SOLE
18	COLUMBIA ETF TR I	RESH ENHNC COR	$8.2M	210454	1.64%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.9M	108175	1.38%	SOLE
20	ISHARES TR	RUS MDCP VAL ETF	$5.9M	40670	1.18%	SOLE
21	ISHARES TR	S&P MC 400VL ETF	$3.7M	27667	0.73%	SOLE
22	ISHARES TR	S&P MC 400GR ETF	$3.6M	35425	0.71%	SOLE
23	AMAZON COM INC	COM	$2.8M	13598	0.56%	SOLE
24	WISDOMTREE BITCOIN FD	SHS BEN INT	$2.8M	38696	0.55%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET IND	$2.6M	15917	0.51%	SOLE
26	APPLE INC	COM	$2.5M	10008	0.51%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET FIN	$2.5M	51375	0.51%	SOLE
28	PACER FDS TR	TRENDP US LAR CP	$2.5M	48293	0.50%	SOLE
29	TESLA INC	COM	$2.5M	6612	0.49%	SOLE
30	NVIDIA CORPORATION	COM	$2.5M	14073	0.49%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4889	0.47%	SOLE
32	ORACLE CORP	COM	$2.3M	15526	0.46%	SOLE
33	BUNGE GLOBAL SA	COM SHS	$2.3M	17818	0.45%	SOLE
34	COCA COLA CO	COM	$2.2M	29134	0.44%	SOLE
35	WALMART INC	COM	$2.2M	17459	0.43%	SOLE
36	MERCK & CO INC	COM	$2.1M	17699	0.42%	SOLE
37	AMERICAN EXPRESS CO	COM	$2.1M	7000	0.42%	SOLE
38	PALO ALTO NETWORKS INC	COM	$2.1M	13148	0.42%	SOLE
39	AMGEN INC	COM	$2.1M	5979	0.42%	SOLE
40	VANECK ETF TRUST	ISRAEL ETF	$2.1M	34633	0.42%	SOLE
41	QUANTA SVCS INC	COM	$2.1M	3767	0.41%	SOLE
42	CARPENTER TECHNOLOGY CORP	COM	$2.1M	5243	0.41%	SOLE
43	GE VERNOVA INC	COM	$2.1M	2359	0.41%	SOLE
44	M & T BK CORP	COM	$2.1M	9955	0.41%	SOLE
45	VISTRA CORP	COM	$2.1M	13683	0.41%	SOLE
46	GILEAD SCIENCES INC	COM	$2.0M	14394	0.40%	SOLE
47	ISHARES ETHEREUM TR	SHS	$2.0M	126423	0.40%	SOLE
48	CELESTICA INC	COM	$2.0M	7074	0.40%	SOLE
49	FIRST SOLAR INC	COM	$1.9M	9839	0.39%	SOLE
50	QXO INC	COM NEW	$1.9M	99865	0.39%	SOLE

1–50 of 108

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.