Q2 2026 13F · SEC CIK 1973849

Whitaker-Myers Wealth Managers, LTD.

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $598.8M
Reported positions: 113
Top holdings a year, 3 yrs: +16.8%
Assets under management: $850.6M

Whitaker-Myers Wealth Managers, LTD. is a wealth manager that reported 113 positions worth $598.8M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Vaneck ETF Trust (MOAT, 7.5%), Dbx ETF Tr (DBEF, 6.5%), Invesco Nasdaq 100 ETF (QQQM, 6.2%). A portfolio copying its top holdings returned 16.8% a year over the last 3 years, against 20.4% for the S&P 500.

Whitaker-Myers Wealth Managers, LTD. holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Whitaker-Myers Wealth Managers, LTD. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MOATVaneck ETF Trust	7.5%	7.8%	430,701	+6.2%	$44.8M
DBEFDbx ETF Tr	6.5%	6.7%	709,831	+4.7%	$38.8M
QQQMInvesco Nasdaq 100 ETF	6.2%	5.6%	123,304	+3.9%	$37.4M
SPMOInvesco Exch Traded Fd Tr II	6.0%	4.8%	220,770	+3.7%	$35.7M
SCHDSchwab Strategic Tr	5.5%	6.0%	1,042,013	+6.3%	$33.0M
VBKVanguard Small Cap Growth ETF	4.8%	4.5%	78,324	+3.8%	$28.6M
VBRVanguard Small Cap Value ETF	4.7%	4.7%	114,681	+6.3%	$27.9M
IDMOInvesco Exch Traded Fd Tr II	4.4%	4.3%	432,402	+8.7%	$26.1M
IWPIshares Russell Mid-Cap Growth ETF	3.8%	3.7%	154,430	+7.8%	$22.6M
VBILVanguard Instl Index Fd	3.7%	3.5%	291,022	+24.6%	$22.0M
VOOVanguard S&p 500 ETF	3.5%	3.5%	30,198	+3.1%	$20.7M
SCHVSchwab Strategic Tr	3.4%	3.5%	576,393	-0.2%	$20.1M
SCHGSchwab U.s. Large-Cap Growth ETF	3.3%	3.3%	579,315	+1.2%	$19.6M
IDLVInvesco Exch Traded Fd Tr II	2.9%	3.1%	511,114	+12.5%	$17.6M
JPSTJ P Morgan Exchange Traded Fd	2.8%	2.8%	330,396	+20.0%	$16.7M
XMVMInvesco Exchange Traded Fd T	2.7%	2.8%	230,965	+6.5%	$16.4M
VSSVanguard Intl Equity Index F	1.8%	2.0%	70,063	+3.0%	$10.8M
RECSColumbia ETF Tr I	1.7%	1.6%	236,456	+12.4%	$10.2M
VEAVanguard Tax-Managed Fds	1.3%	1.4%	108,861	+0.6%	$7.8M
IWSIshares Russell Mid-Cap Value ETF	1.1%	1.2%	41,232	+1.4%	$6.8M
IJKIshares S&p Mid-Cap 400 Growth ETF	0.7%	0.7%	36,899	+4.2%	$4.3M
IJJiShares S&P Midcap 400 Value	0.7%	0.7%	29,283	+5.8%	$4.3M
XLKState Street Technology Select Sector Sp	0.5%	—	16,573	—	$3.2M
AMDAdvanced Micro Devices Inc	0.5%	—	5,248	—	$3.0M
AAPLApple Inc	0.5%	0.5%	10,286	+2.8%	$3.0M
ANETArista Networks Inc	0.5%	—	16,847	—	$2.9M
PTLCPacer Fds Tr	0.5%	0.5%	48,722	+0.9%	$2.8M
GOOGLAlphabet Inc	0.5%	—	7,837	—	$2.8M
NVDANvidia Corporation Com	0.5%	0.5%	13,748	-2.3%	$2.8M
BTCWWisdomtree Bitcoin Fd	0.5%	0.6%	44,296	+14.5%	$2.7M
GEVGe Vernova Inc	0.4%	0.4%	2,283	-3.2%	$2.7M
MTBM & T Bk Corp	0.4%	0.4%	11,210	+12.6%	$2.7M
PWRQuanta Svcs Inc Com	0.4%	0.4%	3,659	-2.9%	$2.6M
AMZNAmazon Com Inc Com	0.4%	0.6%	10,899	-19.8%	$2.6M
TSLATesla Inc Com	0.4%	0.5%	6,175	-6.6%	$2.6M
MRKMerck & Co. Inc	0.4%	0.4%	20,005	+13.0%	$2.6M
CRSCarpenter Technology Corp	0.4%	0.4%	4,166	-20.5%	$2.6M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	4,938	+1.0%	$2.5M
JCIJohnson Controls Internation	0.4%	—	16,807	—	$2.5M
DELLDell Technologies Inc	0.4%	—	5,663	—	$2.4M
TTTrane Technologies PLC	0.4%	—	4,939	—	$2.4M
AMGNAmgen Inc Com	0.4%	0.4%	6,671	+11.6%	$2.4M
GSGoldman Sachs Group Inc	0.4%	—	2,372	—	$2.4M
WMTWalmart Inc	0.4%	0.4%	20,473	+17.3%	$2.3M
GILDGilead Sciences	0.4%	0.4%	18,284	+27.0%	$2.3M
PHParker-Hannifin Corp	0.4%	—	2,321	—	$2.3M
MARMarriott Intl Inc New Cl A	0.4%	—	6,126	—	$2.3M
CSXCsx Corp Com	0.4%	—	47,548	—	$2.3M
CRWVCoreweave Inc	0.4%	—	22,298	—	$2.2M
VSTVistra Corp Com	0.4%	0.4%	13,702	+0.1%	$2.2M

What Whitaker-Myers Wealth Managers, LTD. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GILD Gilead Sciences+27.0% shares
VBIL Vanguard Instl Index Fd+24.6% shares
JPST J P Morgan Exchange Traded Fd+20.0% shares
WMT Walmart Inc+17.3% shares
BTCW Wisdomtree Bitcoin Fd+14.5% shares
MRK Merck & Co. Inc+13.0% shares
MTB M & T Bk Corp+12.6% shares
IDLV Invesco Exch Traded Fd Tr II+12.5% shares

Reduced

CRS Carpenter Technology Corp-20.5% shares
AMZN Amazon Com Inc Com-19.8% shares
TSLA Tesla Inc Com-6.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.0% /yr; S&P 500 +20.1%
3 years: +16.8% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$598.8M	113
Q1 2026	$501.6M	108
Q4 2025	$479.3M	115
Q3 2025	$458.6M	116
Q2 2025	$397.0M	109
Q1 2025	$356.5M	113
Q4 2024	$343.0M	120
Q3 2024	$300.7M	106
Q2 2024	$270.8M	99
Q1 2024	$237.0M	95
Q4 2023	$200.8M	87
Q3 2023	$161.1M	77

Questions about Whitaker-Myers Wealth Managers, LTD.'s portfolio

What stocks does Whitaker-Myers Wealth Managers, LTD. own?

Whitaker-Myers Wealth Managers, LTD.'s latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 113 positions worth $598.8M. The largest are Vaneck ETF Trust (MOAT) at 7.5%, Dbx ETF Tr (DBEF) at 6.5%, Invesco Nasdaq 100 ETF (QQQM) at 6.2%, Invesco Exch Traded Fd Tr II (SPMO) at 6.0% and Schwab Strategic Tr (SCHD) at 5.5%.

What did Whitaker-Myers Wealth Managers, LTD. buy last quarter?

In Q2 2026, Whitaker-Myers Wealth Managers, LTD. added Gilead Sciences (GILD) (+27.0% shares), Vanguard Instl Index Fd (VBIL) (+24.6% shares) and J P Morgan Exchange Traded Fd (JPST) (+20.0% shares), compared with its Q1 2026 filing.

What did Whitaker-Myers Wealth Managers, LTD. sell last quarter?

In Q2 2026, Whitaker-Myers Wealth Managers, LTD. cut from its top 50 Select Sector Spdr Tr (XLI), cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Bunge Global SA (BG), cut from its top 50 Coca Cola Co (KO), Carpenter Technology Corp (CRS) (-20.5% shares), Amazon Com Inc Com (AMZN) (-19.8% shares) and Tesla Inc Com (TSLA) (-6.6% shares), compared with its Q1 2026 filing.

How has Whitaker-Myers Wealth Managers, LTD.'s portfolio performed?

A portfolio copying Whitaker-Myers Wealth Managers, LTD.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.0% against +20.1%.

When is Whitaker-Myers Wealth Managers, LTD.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Whitaker-Myers Wealth Managers, LTD.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Whitaker-Myers Wealth Managers, LTD. manage?

Whitaker-Myers Wealth Managers, LTD. reported $850.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $598.8M.