Whitaker-Myers Wealth Managers, Ltd. Top Holdings and 13F Report (2026)

About Whitaker-Myers Wealth Managers, Ltd.

Investment Activity

Whitaker-Myers Wealth Managers, Ltd. has $501.62 million in total holdings as of March 31, 2026.
Whitaker-Myers Wealth Managers, Ltd. owns shares of 108 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 10.57% of the portfolio was purchased this quarter.
About 4.85% of the portfolio was sold this quarter.
This quarter, Whitaker-Myers Wealth Managers, Ltd. has purchased 115 new stocks and bought additional shares in 55 stocks.
Whitaker-Myers Wealth Managers, Ltd. sold shares of 42 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

VanEck Morningstar Wide Moat ETF: $39,209,000
Xtrackers MSCI EAFE Hedged Equity ETF: $33,484,863
Schwab US Dividend Equity ETF: $30,088,029
Invesco NASDAQ 100 ETF: $28,212,637
Invesco S&P 500 Momentum ETF: $23,865,132

Largest New Holdings this Quarter

H11356104 - BUNGE GLOBAL SA: $2,266,450 Holding
191216100 - CocaCola: $2,215,672 Holding
58933Y105 - Merck & Co., Inc.: $2,129,013 Holding
025816109 - American Express: $2,117,360 Holding
031162100 - Amgen: $2,103,851 Holding

Largest Purchases this Quarter

VANGUARD INSTL INDEX FD: 36,741 shares (about $2.78M)
Vanguard S&P 500 ETF: 4,066 shares (about $2.43M)
Financial Select Sector SPDR Fund: 46,032 shares (about $2.27M)
BUNGE GLOBAL SA: 17,818 shares (about $2.27M)
CocaCola: 29,134 shares (about $2.22M)

Largest Sales this Quarter

Technology Select Sector SPDR Fund: 17,267 shares (about $2.29M)
Pacer US Cash Cows 100 ETF: 5,635 shares (about $352.53K)
First Trust Rising Dividend Achievers ETF: 4,557 shares (about $311.15K)
Apple: 921 shares (about $233.75K)
WisdomTree India Earnings Fund: 4,923 shares (about $200.86K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MOAT VanEck Morningstar Wide Moat ETF	$39,209,000	$949,303 â–²	2.5%	405,471	7.8%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$33,484,863	$918,248 â–²	2.8%	677,831	6.7%	ETF
SCHD Schwab US Dividend Equity ETF	$30,088,029	$145,669 â–²	0.5%	980,705	6.0%	ETF
QQQM Invesco NASDAQ 100 ETF	$28,212,637	$482,369 â–²	1.7%	118,730	5.6%	ETF
SPMO Invesco S&P 500 Momentum ETF	$23,865,132	$1,304,291 â–²	5.8%	212,872	4.8%	ETF
VBR Vanguard Small-Cap Value ETF	$23,435,229	$966,330 â–²	4.3%	107,872	4.7%	ETF
VBK Vanguard Small-Cap Growth ETF	$22,796,484	$1,004,976 â–²	4.6%	75,423	4.5%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$21,811,127	$1,130,581 â–²	5.5%	397,723	4.3%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$18,359,957	$957,055 â–²	5.5%	143,303	3.7%	ETF
VANGUARD INSTL INDEX FD	$17,673,616	$2,779,462 â–²	18.7%	233,623	3.5%	0-3 MO TREAS BIL
SCHV Schwab U.S. Large-Cap Value ETF	$17,609,183	$732,610 â–²	4.3%	577,350	3.5%	ETF
VOO Vanguard S&P 500 ETF	$17,510,807	$2,429,666 â–²	16.1%	29,304	3.5%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$16,674,118	$1,218,216 â–²	7.9%	572,404	3.3%	ETF
IDLV Invesco S&P International Developed Low Volatility ETF	$15,654,351	$1,030,958 â–²	7.1%	454,359	3.1%	ETF
XMVM Invesco S&P MidCap Value with Momentum ETF	$14,116,759	$213,007 â–²	1.5%	216,781	2.8%	ETF
JPST JPMorgan Ultra-Short Income ETF	$13,934,616	$1,748,122 â–²	14.3%	275,333	2.8%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$9,916,014	$457,050 â–²	4.8%	68,016	2.0%	ETF
RECS Columbia Research Enhanced Core ETF	$8,203,501	$1,095,884 â–²	15.4%	210,454	1.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$6,931,868	$423,313 â–²	6.5%	108,175	1.4%	ETF
IWS iShares Russell Mid-Cap Value ETF	$5,927,281	$244,845 â–²	4.3%	40,670	1.2%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$3,665,893	$526,425 â–²	16.8%	27,667	0.7%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$3,564,414	$470,392 â–²	15.2%	35,425	0.7%	ETF
AMZN Amazon.com	$2,831,984	$627,502 â–²	28.5%	13,598	0.6%	Retail/Wholesale
WISDOMTREE BITCOIN FD	$2,774,890	$888,415 â–²	47.1%	38,696	0.6%	SHS BEN INT
XLI Industrial Select Sector SPDR Fund	$2,574,180	$1,073,532 â–²	71.5%	15,917	0.5%	ETF
AAPL Apple	$2,540,031	$233,750 â–¼	-8.4%	10,008	0.5%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$2,536,365	$2,272,583 â–²	861.5%	51,375	0.5%	ETF
PTLC Pacer Trendpilot US Large Cap ETF	$2,533,441	$68,408 â–¼	-2.6%	48,293	0.5%	ETF
TSLA Tesla	$2,458,041	$560,978 â–²	29.6%	6,612	0.5%	Auto/Tires/Trucks
NVDA NVIDIA	$2,454,352	$47,960 â–¼	-1.9%	14,073	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$2,342,809	$597,083 â–²	34.2%	4,889	0.5%	Finance
ORCL Oracle	$2,283,991	$883,822 â–²	63.1%	15,526	0.5%	Computer and Technology
BUNGE GLOBAL SA	$2,266,450	$2,266,450 â–²	New Holding	17,818	0.5%	COM SHS
KO CocaCola	$2,215,672	$2,215,672 â–²	New Holding	29,134	0.4%	Consumer Staples
WALMART INC	$2,169,774	$236,129 â–²	12.2%	17,459	0.4%	COM
MRK Merck & Co., Inc.	$2,129,013	$2,129,013 â–²	New Holding	17,699	0.4%	Medical
AXP American Express	$2,117,360	$2,117,360 â–²	New Holding	7,000	0.4%	Finance
PANW Palo Alto Networks	$2,107,887	$753,504 â–²	55.6%	13,148	0.4%	Computer and Technology
AMGN Amgen	$2,103,851	$2,103,851 â–²	New Holding	5,979	0.4%	Medical
ISRA VanEck Israel ETF	$2,094,010	$174,979 â–¼	-7.7%	34,633	0.4%	ETF
PWR Quanta Services	$2,068,170	$138,354 â–¼	-6.3%	3,767	0.4%	Construction
CRS Carpenter Technology	$2,066,575	$233,736 â–²	12.8%	5,243	0.4%	Basic Materials
GE VERNOVA INC	$2,059,197	$179,820 â–¼	-8.0%	2,359	0.4%	COM
MTB M&T Bank	$2,057,954	$2,057,954 â–²	New Holding	9,955	0.4%	Finance
VST Vistra	$2,057,014	$553,979 â–²	36.9%	13,683	0.4%	Utilities
GILD Gilead Sciences	$2,006,137	$2,006,137 â–²	New Holding	14,394	0.4%	Medical
ISHARES ETHEREUM TR	$2,001,276	$910,003 â–²	83.4%	126,423	0.4%	SHS
CELESTICA INC	$1,992,604	$472,659 â–²	31.1%	7,074	0.4%	COM
FSLR First Solar	$1,940,841	$801,073 â–²	70.3%	9,839	0.4%	Energy
QXO INC	$1,939,378	$1,939,378 â–²	New Holding	99,865	0.4%	COM NEW
CSX CSX	$1,935,545	$126,023 â–²	7.0%	47,151	0.4%	Transportation
JCI Johnson Controls International	$1,875,710	$160,543 â–²	9.4%	14,324	0.4%	Construction
PH Parker-Hannifin	$1,847,832	$73,412 â–²	4.1%	2,064	0.4%	Industrials
TT Trane Technologies	$1,847,459	$295,060 â–²	19.0%	4,433	0.4%	Construction
HII Huntington Ingalls Industries	$1,752,539	$119,293 â–¼	-6.4%	4,613	0.3%	Aerospace
BABA Alibaba Group	$1,741,510	$541,611 â–²	45.1%	13,881	0.3%	Retail/Wholesale
FVD First Trust Value Line Dividend Index Fund	$1,577,205	$181,301 â–¼	-10.3%	33,536	0.3%	ETF
TIDAL TRUST I	$1,440,722	$67,003 â–²	4.9%	60,357	0.3%	FUNDSTRAT GRANNY
XLE Energy Select Sector SPDR Fund	$1,337,810	$1,337,810 â–²	New Holding	21,838	0.3%	ETF
PTIN Pacer Trendpilot International ETF	$1,331,971	$70,893 â–¼	-5.1%	40,959	0.3%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$1,316,920	$311,153 â–¼	-19.1%	19,287	0.3%	Manufacturing
PTMC Pacer Trendpilot US Mid Cap ETF	$1,296,908	$42,201 â–¼	-3.2%	35,464	0.3%	ETF
JPM JPMorgan Chase & Co.	$1,267,308	$25,593 â–¼	-2.0%	4,308	0.3%	Finance
COWZ Pacer US Cash Cows 100 ETF	$1,215,802	$352,529 â–¼	-22.5%	19,434	0.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,201,994	$16,380 â–²	1.4%	8,439	0.2%	ETF
MSFT Microsoft	$1,175,393	$128,830 â–¼	-9.9%	3,175	0.2%	Computer and Technology
EPI WisdomTree India Earnings Fund	$1,161,438	$200,856 â–¼	-14.7%	28,467	0.2%	Finance
SCHB Schwab US Broad Market ETF	$1,154,569	$34,061 â–¼	-2.9%	45,999	0.2%	ETF
FTCS First Trust Capital Strength ETF	$1,082,519	$42,763 â–¼	-3.8%	11,670	0.2%	ETF
RPM RPM International	$991,316		0.0%	9,973	0.2%	Basic Materials
NUV Nuveen Municipal Value Fund	$953,147	$527,587 â–²	124.0%	106,023	0.2%	Finance
WWJD Inspire International ETF	$920,226	$67,114 â–²	7.9%	24,612	0.2%	ETF
QQQ Invesco QQQ	$895,004	$160,997 â–¼	-15.2%	1,551	0.2%	Finance
SCHA Schwab US Small-Cap ETF	$752,338	$7,445 â–¼	-1.0%	25,871	0.1%	ETF
DIVI Franklin International Core Dividend Tilt Index ETF	$729,394	$44,388 â–¼	-5.7%	18,322	0.1%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$670,010	$38,223 â–¼	-5.4%	6,065	0.1%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$656,195	$24,395 â–¼	-3.6%	6,348	0.1%	ETF
BIBL Inspire 100 ETF	$623,984	$9,902 â–¼	-1.6%	13,234	0.1%	ETF
OUNZ VanEck Merk Gold ETF	$623,582	$29,057 â–¼	-4.5%	13,842	0.1%	ETF
FIDELITY WISE ORIGIN BITCOIN	$615,978	$223,133 â–²	56.8%	10,435	0.1%	SHS
NORTHERN LTS FD TR IV	$538,857	$80,415 â–²	17.5%	2,151	0.1%	INSPIRE 500 ETF
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF	$533,056	$41 â–¼	0.0%	13,036	0.1%	ETF
IMCG iShares Morningstar Mid-Cap Growth ETF	$515,122	$10,633 â–¼	-2.0%	6,540	0.1%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$498,415	$72,357 â–¼	-12.7%	12,640	0.1%	ETF
VUG Vanguard Growth ETF	$471,691	$2,184 â–¼	-0.5%	1,080	0.1%	ETF
GOOG Alphabet	$461,408	$33,573 â–¼	-6.8%	1,608	0.1%	Computer and Technology
GOOGL Alphabet	$452,214	$287 â–²	0.1%	1,573	0.1%	Computer and Technology
NUE Nucor	$443,165	$676 â–²	0.2%	2,621	0.1%	Basic Materials
SLV iShares Silver Trust	$428,464	$57,238 â–¼	-11.8%	6,288	0.1%	ETF
VNLA Janus Henderson Short Duration Income ETF	$393,093	$149,077 â–²	61.1%	8,045	0.1%	ETF
CALF Pacer US Small Cap Cash Cows ETF	$388,153	$26,786 â–¼	-6.5%	8,651	0.1%	ETF
XMLV Invesco S&P MidCap Low Volatility ETF	$378,999	$46,533 â–¼	-10.9%	6,019	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$361,409	$3,376 â–¼	-0.9%	5,352	0.1%	ETF
ISMD Inspire Small/Mid Cap ETF	$351,457	$40,530 â–²	13.0%	8,793	0.1%	ETF
RWJ Invesco S&P SmallCap 600 Revenue ETF	$350,766	$16,910 â–¼	-4.6%	6,949	0.1%	ETF
STRATEGY SHS	$350,567	$69,880 â–²	24.9%	15,020	0.1%	EVENTIDE LARGE C
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF	$349,429	$8,410 â–²	2.5%	8,185	0.1%	ETF
SIVR abrdn Physical Silver Shares ETF	$330,552	$28,286 â–¼	-7.9%	4,616	0.1%	ETF
STRATEGY SHS	$320,826	$55,982 â–²	21.1%	12,264	0.1%	EVENTIDE SMALL C
META Meta Platforms	$314,108	$40,050 â–¼	-11.3%	549	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Whitaker-Myers Wealth Managers, Ltd. Top Holdings and 13F Report (2026)

About Whitaker-Myers Wealth Managers, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Whitaker-Myers Wealth Managers, Ltd. Top Holdings and 13F Report (2026)

About Whitaker-Myers Wealth Managers, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhitaker-Myers Wealth Managers, Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools