Whitaker-Myers Wealth Managers, LTD. 13F Holdings · Q3 2026
Whitaker-Myers Wealth Managers, LTD. reported 123 securities worth $614.00M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: MOAT (7.79%), QQQM (6.61%), DBEF (6.36%). Among its top 25 positions this quarter: 2 new, 16 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | $47.8M | 7.79% | 452,541 | Added |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $40.6M | 6.61% | 133,319 | Added |
| 3 | DBEF | DBX ETF TR | $39.1M | 6.36% | 710,977 | Added |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | $37.9M | 6.17% | 250,052 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $36.5M | 5.94% | 1.1M | Added |
| 6 | IDMO | INVESCO EXCH TRADED FD TR II | $28.7M | 4.68% | 470,707 | Added |
| 7 | VBK | VANGUARD INDEX FDS | $27.0M | 4.40% | 79,966 | Added |
| 8 | VBR | VANGUARD INDEX FDS | $26.8M | 4.36% | 115,980 | Added |
| 9 | VBIL | VANGUARD INSTL INDEX FD | $24.4M | 3.98% | 322,457 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $22.3M | 3.64% | 31,857 | Added |
| 11 | IDLV | INVESCO EXCH TRADED FD TR II | $19.2M | 3.13% | 561,643 | Added |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $19.0M | 3.09% | 376,694 | Added |
| 13 | VOT | VANGUARD INDEX FDS | $18.9M | 3.08% | 64,686 | New |
| 14 | JPIE | J P MORGAN EXCHANGE TRADED F | $18.2M | 2.96% | 405,276 | New |
| 15 | XMVM | INVESCO EXCHANGE TRADED FD T | $17.8M | 2.89% | 254,611 | Added |
| 16 | SCHG | SCHWAB STRATEGIC TR | $13.8M | 2.25% | 384,995 | Trimmed |
| 17 | SCHV | SCHWAB STRATEGIC TR | $12.6M | 2.06% | 379,462 | Trimmed |
| 18 | GRNY | TIDAL TRUST I | $11.7M | 1.91% | 421,443 | Added |
| 19 | RECS | COLUMBIA ETF TR I | $11.0M | 1.79% | 244,312 | Added |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $8.9M | 1.44% | 57,124 | Trimmed |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $6.4M | 1.05% | 91,127 | Trimmed |
| 22 | IWS | ISHARES TR | $5.4M | 0.88% | 33,788 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $5.2M | 0.84% | 22,606 | Added |
| 24 | IWP | ISHARES TR | $4.3M | 0.70% | 31,167 | Trimmed |
| 25 | IJK | ISHARES TR | $3.8M | 0.62% | 34,945 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR