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CIK: 0001973849
Total reported value
$614.0M
$614.0M
113 檔
30.9%
The Q2 2026 SEC filing reveals that Whitaker-Myers Wealth Managers, LTD. held a total portfolio value of $614.0M, covering 113 public equity positions.
In Q2 2026, Whitaker-Myers Wealth Managers, LTD. displayed an active expansion posture, initiating 13 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.48% | +0.31% | +6.22% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 6.48% | -0.12% | +4.72% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.24% | +0.37% | +3.85% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.96% | +0.21% | +3.71% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.52% | +0.42% | +6.25% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.78% | -0.38% | +3.85% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.65% | -0.29% | +6.31% | |
| 8 | IDMO | Invesco S&p International De | ETF-Other | 4.35% | +0.33% | +8.72% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.78% | -3.08% | +7.76% | |
| 10 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.68% | +0.30% | +24.57% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.46% | +0.18% | +3.05% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.35% | -1.29% | -0.17% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.27% | -1.02% | +1.21% | |
| 14 | IDLV | Invesco S&p International De | ETF-Other | 2.94% | +0.19% | +12.49% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.79% | +0.30% | +20.00% | |
| 16 | XMVM | Invesco S&p Midcap Value Wit | ETF-Other | 2.74% | +0.15% | +6.54% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.81% | -0.37% | +3.01% | |
| 18 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.71% | +0.08% | +12.36% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.25% | +0.63% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.13% | -0.25% | +1.38% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.72% | -0.10% | +4.16% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.72% | -0.11% | +5.84% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | -0.12% | +809.11% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | -0.43% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.50% | -0.01% | +2.78% | |
| 26 | ANET | Arista Networks Inc | Stock-Tech | 0.48% | -0.37% | +564.05% | |
| 27 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.47% | -0.01% | +0.89% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | -0.09% | +398.22% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.38% | -2.31% | |
| 30 | BTCW | Wisdomtree Bitcoin Fund | ETF-Crypto | 0.46% | +0.09% | +14.47% | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.45% | -0.14% | -3.22% | |
| 32 | MTB | M & T Bank CORP | Stock-Financials | 0.45% | -0.45% | EXIT | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.44% | -0.41% | -2.87% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.02% | -19.85% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.07% | -6.61% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.09% | +13.03% | |
| 37 | CRS | Carpenter Technology | Stock-Industrials | 0.43% | -0.16% | -20.54% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.08% | +1.00% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.10% | +17.33% | |
| 40 | DELL | Dell Technologies -c | Stock-Tech | 0.41% | -0.09% | — | |
| 41 | TT | Trane Technologies plc | Stock-Industrials | 0.41% | -0.41% | EXIT | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | -0.08% | +11.57% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | -0.40% | EXIT | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.08% | +17.26% | |
| 45 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.39% | -0.39% | EXIT | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.38% | -0.09% | +12.45% | |
| 47 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.38% | -0.38% | EXIT | |
| 48 | CSX | Csx CORP | Stock-Industrials | 0.38% | -0.08% | +0.84% | |
| 49 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.37% | -0.09% | — | |
| 50 | VST | Vistra CORP | Stock-Utilities | 0.36% | -0.36% | EXIT |
According to official SEC Form 13F filings, Whitaker-Myers Wealth Managers, LTD. reported a total U.S. public equity portfolio value of $614.0M across 113 disclosed positions in Q2 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, QQQM) accounted for 30.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $3.0M
Top Position Liquidated / Trimmed
KO
前期市值: $2.2M
During Q2 2026, Whitaker-Myers Wealth Managers, LTD.'s top holdings by market value included MOAT (7.5%)、DBEF (6.5%)、QQQM (6.2%). The largest single position, MOAT, represented 7.5% of total portfolio value.
In Q2 2026, Whitaker-Myers Wealth Managers, LTD. made 119 total portfolio adjustments, initiating 13 new buys, adding to 55 positions, trimming 43 holdings, and fully liquidating 8 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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