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CIK: 0001973849
Total reported value
$598.8M
$598.8M
108 檔
25.9%
According to the latest 13F quarterly dataset, Whitaker-Myers Wealth Managers, LTD. managed an equity portfolio of $598.8M at the end of Q1 2026, spanning 108 distinct U.S. exchange-listed positions.
Whitaker-Myers Wealth Managers, LTD. executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 17 holdings and trimming 42 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.82% | -0.34% | +2.48% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 6.68% | -0.20% | +2.82% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.00% | -0.48% | +0.49% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.62% | +0.62% | +1.74% | |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 4.76% | +1.20% | +5.78% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.67% | -0.02% | +4.30% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.54% | +0.24% | +4.61% | |
| 8 | IDMO | Invesco S&p International De | ETF-Other | 4.35% | — | +5.47% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.66% | +0.12% | +5.50% | |
| 10 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.52% | +0.16% | +18.66% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.51% | -0.16% | +4.34% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.49% | -0.03% | +16.11% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.32% | -0.05% | +7.88% | |
| 14 | IDLV | Invesco S&p International De | ETF-Other | 3.12% | -0.18% | +7.05% | |
| 15 | XMVM | Invesco S&p Midcap Value Wit | ETF-Other | 2.81% | -0.07% | +1.53% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.78% | +0.01% | +14.34% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.98% | -0.17% | +4.83% | |
| 18 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.64% | +0.07% | +15.42% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.38% | -0.08% | +6.50% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.18% | -0.05% | +4.31% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.73% | -0.01% | +16.77% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.71% | +0.01% | +15.20% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.13% | +28.46% | |
| 24 | BTCW | Wisdomtree Bitcoin Fund | ETF-Crypto | 0.55% | -0.09% | +47.09% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 0.51% | -0.22% | +71.54% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.51% | -0.01% | -8.43% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.51% | -0.23% | +861.54% | |
| 28 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.51% | -0.04% | -2.63% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.06% | +29.57% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | -0.03% | -1.92% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.06% | +34.20% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.13% | +63.12% | |
| 33 | BG | Bunge Global SA | Stock-Consumer Staples | 0.45% | -0.10% | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.44% | EXIT | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.04% | +12.21% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.01% | — | |
| 37 | AXP | American Express Co | Stock-Financials | 0.42% | -0.42% | EXIT | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.42% | -0.42% | EXIT | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.42% | -0.02% | — | |
| 40 | ISRA | Vaneck Israel ETF | ETF-Other | 0.42% | -0.06% | -7.71% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.41% | +0.03% | -6.27% | |
| 42 | CRS | Carpenter Technology | Stock-Industrials | 0.41% | +0.02% | +12.75% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.41% | +0.04% | -8.03% | |
| 44 | MTB | M & T Bank CORP | Stock-Financials | 0.41% | +0.04% | — | |
| 45 | VST | Vistra CORP | Stock-Utilities | 0.41% | -0.05% | +36.86% | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.40% | -0.01% | — | |
| 47 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.40% | -0.11% | +83.39% | |
| 48 | CLS | Celestica Inc | Stock-Tech | 0.40% | -0.06% | +31.10% | |
| 49 | FSLR | First Solar Inc | Stock-Tech | 0.39% | -0.39% | EXIT | |
| 50 | QXO | Qxo Inc | Stock-Industrials | 0.39% | -0.39% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +0.5% | +861.54% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +0.49% | Add |
| 3 | VBIL | Vanguard 0-3m T-bill ETF | +0.4% | +18.66% | Add |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.2% | +14.34% | Add |
| 5 | XLI | Ss Industrial Select Sector | +0.2% | +71.54% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +16.11% | Add |
| 7 | IDLV | Invesco S&p International De | +0.1% | +7.05% | Add |
| 8 | VBR | Vanguard Small-cap Value ETF | +0.1% | +4.30% | Add |
| 9 | CRS | Carpenter Technology | +0.1% | +12.75% | Add |
| 10 | PANW | Palo Alto Networks Inc | +0.1% | +55.63% | Add |
| 11 | NUV | Nuveen Municipal Value | +0.1% | +123.97% | Add |
| 12 | SCHV | Schwab US Large-cap Value | +0.1% | +4.34% | Add |
| 13 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +15.42% | Add |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +15.20% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +34.20% | Add |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +16.77% | Add |
| 17 | ETHA | Ishares Ethereum Trust ETF | +0.1% | +83.39% | Add |
| 18 | FSLR | First Solar Inc | +0.1% | +70.28% | Add |
| 19 | VST | Vistra CORP | +0.1% | +36.86% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +12.21% | Add |
| 21 | ORCL | Oracle CORP | +0.1% | +63.12% | Add |
| 22 | TT | Trane Technologies plc | +0.1% | +19.01% | Add |
| 23 | CLS | Celestica Inc | +0.1% | +31.10% | Add |
| 24 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +2.82% | Add |
| 25 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.50% | Add |
| 26 | GEV | GE Vernova Inc | +0.1% | -8.03% | Trim |
| 27 | PWR | Quanta Services Inc | +0.1% | -6.27% | Trim |
| 28 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +45.14% | Add |
| 29 | CSX | Csx CORP | +0.1% | +6.96% | Add |
| 30 | AMZN | Amazon.com Inc | +0.1% | +28.46% | Add |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +4.83% | Add |
| 32 | BTCW | Wisdomtree Bitcoin Fund | 0% | +47.09% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | +9.36% | Add |
| 34 | IWS | Ishares Russell Mid-cap Valu | 0% | +4.31% | Add |
| 35 | VNLA | Janus Henderson Short Durati | 0% | +61.09% | Add |
| 36 | PTL | Inspire 500 ETF | 0% | +17.54% | Add |
| 37 | TSLA | Tesla Inc | 0% | +29.57% | Add |
| 38 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +56.80% | Add |
| 39 | PH | Parker Hannifin CORP | 0% | +4.14% | Add |
| 40 | WWJD | Inspire International ETF | 0% | +7.87% | Add |
| 41 | ESSC | Eventide Small Cap ETF | 0% | +21.14% | Add |
| 42 | ISMD | Inspire Small/mid Cap ETF | 0% | +13.04% | Add |
| 43 | ESLG | Eventide Larg Cap Growth ETF | 0% | +24.90% | Add |
| 44 | VBK | Vanguard Small-cap Grwth ETF | — | +4.61% | Add |
| 45 | HII | Huntington Ingalls Industrie | — | -6.37% | Trim |
| 46 | FDM | First Trust Dow J Select Mic | — | +6.15% | Add |
| 47 | DBAW | Xtrackers Msci All World Ex | — | +2.47% | Add |
| 48 | HAWX | Ishares Cur Hdg Msci Acwi-x | — | -0.01% | Trim |
| 49 | NUE | Nucor CORP | — | +0.15% | Add |
| 50 | SIVR | Abrdn Physical Silver Shares | — | -7.88% | 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 108 disclosed positions in Q1 2026.
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, SCHD) accounted for 25.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
BG
市值: $2.3M
Top Position Liquidated / Trimmed
SHOP
前期市值: $1.7M
During Q1 2026, Whitaker-Myers Wealth Managers, LTD.'s top holdings by market value included MOAT (7.8%)、DBEF (6.7%)、SCHD (6.0%). The largest single position, MOAT, represented 7.8% of total portfolio value.
In Q1 2026, Whitaker-Myers Wealth Managers, LTD. made 124 total portfolio adjustments, initiating 10 new buys, adding to 55 positions, trimming 42 holdings, and fully liquidating 17 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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