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CIK: 0001973849
Total reported value
$598.8M
$598.8M
109 檔
28.6%
In Q2 2025, Whitaker-Myers Wealth Managers, LTD.'s U.S. equity holdings reached a combined market value of $598.8M, distributed across 109 disclosed stock positions.
In Q2 2025, Whitaker-Myers Wealth Managers, LTD. displayed an active expansion posture, initiating 6 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 15.56% | -0.34% | +6.42% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 8.83% | -0.20% | +10.95% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.85% | +0.62% | +7.23% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.34% | -0.48% | +5.68% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.60% | -0.02% | +10.12% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.52% | +0.24% | +13.52% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.50% | +0.12% | +10.21% | |
| 8 | ISRA | Vaneck Israel ETF | ETF-Other | 3.98% | -0.06% | +3.98% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.75% | +0.01% | +18.19% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.64% | -0.05% | +26.13% | |
| 11 | EPI | Wisdomtree India Earnings | ETF-Other | 3.54% | -0.04% | +2.28% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.40% | -0.16% | +29.62% | |
| 13 | XMVM | Invesco S&p Midcap Value Wit | ETF-Other | 3.08% | -0.07% | +5.48% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | -0.03% | +8.77% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.46% | -0.17% | +19.77% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.15% | -0.05% | +19.50% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | -0.03% | -2.92% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.84% | -0.04% | -11.52% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.83% | -0.01% | -13.14% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | — | +43.36% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.03% | +37.15% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.11% | +41.14% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 0.50% | -0.06% | -5.98% | |
| 24 | BTCW | Wisdomtree Bitcoin Fund | ETF-Crypto | 0.45% | -0.09% | +2.96% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-Other | 0.44% | -0.06% | +7.24% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.42% | -0.07% | +6.22% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.40% | -0.01% | +15.22% | |
| 28 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.38% | — | +76.46% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -0.13% | -3.30% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.36% | +0.01% | +15.21% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.48% | +21.34% | |
| 32 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.34% | -0.04% | -0.88% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.34% | -0.23% | +22.05% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.33% | -0.03% | -18.24% | |
| 35 | PWR | Quanta Services Inc | Stock-Industrials | 0.32% | +0.03% | +127.20% | |
| 36 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.32% | -0.03% | +1.53% | |
| 37 | PGR | Progressive CORP | Stock-Financials | 0.31% | — | +51.89% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | -0.01% | -16.28% | |
| 39 | FTCS | First Trust Capital Strength | ETF-Other | 0.30% | -0.04% | -14.62% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.06% | +37.15% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.28% | -0.01% | -1.06% | |
| 42 | RPM | Rpm International Inc | Stock-Materials | 0.28% | -0.01% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | — | -37.86% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.06% | EXIT | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.22% | +0.01% | -10.57% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.01% | +0.17% | |
| 47 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.22% | -0.05% | +41.93% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.20% | -0.02% | +3.77% | |
| 49 | DIVI | Franklin International Core | ETF-Other | 0.20% | -0.05% | +9.44% | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.19% | +0.42% | +14.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +0.9% | +7.23% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +0.9% | +26.13% | Add |
| 3 | IWP | Ishares Russell Mid-cap Grow | +0.7% | +10.21% | Add |
| 4 | SCHV | Schwab US Large-cap Value | +0.6% | +29.62% | Add |
| 5 | ISRA | Vaneck Israel ETF | +0.5% | +3.98% | Add |
| 6 | VBK | Vanguard Small-cap Grwth ETF | +0.5% | +13.52% | Add |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | +0.5% | +19.77% | Add |
| 8 | MOAT | Vaneck Morningstar Wide Moat | +0.3% | +6.42% | Add |
| 9 | MSFT | Microsoft CORP | +0.3% | +37.15% | Add |
| 10 | AXON | Axon Enterprise Inc | +0.2% | +76.46% | Add |
| 11 | JPST | Jpmorgan Ultra-short Income | +0.2% | +18.19% | Add |
| 12 | NVDA | Nvidia CORP | +0.2% | -2.92% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +41.14% | Add |
| 14 | PWR | Quanta Services Inc | +0.2% | +127.20% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +43.36% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.2% | +8.77% | Add |
| 17 | HOOD | Robinhood Markets Inc - A | +0.2% | NEW | New buy |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.2% | +10.12% | Add |
| 19 | ISRG | Intuitive Surgical Inc | +0.2% | NEW | New buy |
| 20 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 21 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 22 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +19.50% | Add |
| 23 | SDVY | First Trust Smid Cap Rising | +0.1% | NEW | New buy |
| 24 | TSLA | Tesla Inc | +0.1% | +37.15% | Add |
| 25 | NUV | Nuveen Municipal Value | +0.1% | NEW | New buy |
| 26 | XLK | Ss Technology Select Sector | +0.1% | +21.34% | Add |
| 27 | BTCW | Wisdomtree Bitcoin Fund | +0.1% | +2.96% | Add |
| 28 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +41.93% | Add |
| 29 | PGR | Progressive CORP | +0.1% | +51.89% | Add |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +10.95% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +11.02% | Add |
| 32 | ETN | Eaton Corporation plc | +0.1% | +37.36% | Add |
| 33 | XLF | Ss Financial Select Sector | +0.1% | +22.05% | Add |
| 34 | ANET | Arista Networks Inc | +0.1% | +14.26% | Add |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | +15.21% | Add |
| 36 | EPI | Wisdomtree India Earnings | 0% | +2.28% | Add |
| 37 | XMVM | Invesco S&p Midcap Value Wit | 0% | +5.48% | Add |
| 38 | FISV | Fiserv Inc | -0.1% | EXIT | Sold out |
| 39 | GLD | Spdr Gold Shares | -0.1% | EXIT | Sold out |
| 40 | ABT | Abbott Laboratories | -0.1% | EXIT | Sold out |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | EXIT | Sold out |
| 42 | QCOM | Qualcomm Inc | -0.1% | EXIT | Sold out |
| 43 | GRMN | Garmin Ltd. | -0.1% | EXIT | Sold out |
| 44 | ACN | Accenture plc | -0.1% | EXIT | Sold out |
| 45 | VUG | Vanguard Growth ETF | -0.1% | -37.86% | Trim |
| 46 | PTLC | Pacer Trendpilot US Large Ca | -0.2% | -11.52% | Trim |
| 47 | AAPL | Apple Inc | -0.3% | -13.14% | Trim |
| 48 | ICF | Ishares Select U.s. Reit ETF | -0.3% | EXIT | Sold out |
| 49 | PSLV | Sprott Physical Silver Trust | -1.5% | EXIT | Sold out |
| 50 | PHYS | Sprott Physical Gold Trust | -4.2% | -98.15% | Trim |
According to official SEC Form 13F filings, Whitaker-Myers Wealth Managers, LTD. reported a total U.S. public equity portfolio value of $598.8M across 109 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MOAT, DBEF, QQQM) accounted for 28.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
HOOD
市值: $732.1K
Top Position Liquidated / Trimmed
PSLV
前期市值: $5.2M
During Q2 2025, Whitaker-Myers Wealth Managers, LTD.'s top holdings by market value included MOAT (15.6%)、DBEF (8.8%)、QQQM (7.8%). The largest single position, MOAT, represented 15.6% of total portfolio value.
In Q2 2025, Whitaker-Myers Wealth Managers, LTD. made 50 total portfolio adjustments, initiating 6 new buys, adding to 30 positions, trimming 5 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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