Whitaker-Myers Wealth Managers, LTD.
Q3 2026 13F filing
Updated 27 days ago123 disclosed positions worth $614M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | H VANECK ETF TRUST | $47.8M | 452.5K | 7.79% | Added(+5.1%) |
| 2 | E INVESCO EXCH TRADED FD TR II | $40.6M | 133.3K | 6.61% | Added(+8.1%) |
| 3 | ? N/A DBX ETF TR | $39.1M | 711.0K | 6.36% | Added(+0.2%) |
| 4 | I INVESCO EXCH TRADED FD TR II | $37.9M | 250.1K | 6.17% | Added(+13.3%) |
| 5 | S SCHWAB STRATEGIC TR | $36.5M | 1.12M | 5.94% | Added(+7.6%) |
| 6 | ? N/A INVESCO EXCH TRADED FD TR II | $28.7M | 470.7K | 4.68% | Added(+8.9%) |
| 7 | T VANGUARD INDEX FDS | $27M | 80.0K | 4.40% | Added(+2.1%) |
| 8 | V VANGUARD INDEX FDS | $26.8M | 116.0K | 4.36% | Added(+1.1%) |
| 9 | V VANGUARD INSTL INDEX FD | $24.4M | 322.5K | 3.98% | Added(+10.8%) |
| 10 | V VANGUARD INDEX FDS | $22.3M | 31.9K | 3.64% | Added(+5.5%) |
| 11 | ? N/A INVESCO EXCH TRADED FD TR II | $19.2M | 561.6K | 3.13% | Added(+9.9%) |
| 12 | J J P MORGAN EXCHANGE TRADED F | $19M | 376.7K | 3.09% | Added(+14.0%) |
| 13 | V VANGUARD INDEX FDS | $18.9M | 64.7K | 3.08% | — |
| 14 | J J P MORGAN EXCHANGE TRADED F | $18.2M | 405.3K | 2.96% | — |
| 15 | ? N/A INVESCO EXCHANGE TRADED FD T | $17.8M | 254.6K | 2.89% | Added(+10.2%) |
| 16 | S SCHWAB STRATEGIC TR | $13.8M | 385.0K | 2.25% | Trimmed(-33.5%) |
| 17 | S SCHWAB STRATEGIC TR | $12.6M | 379.5K | 2.06% | Trimmed(-34.2%) |
| 18 | ? N/A TIDAL TRUST I | $11.7M | 421.4K | 1.91% | Added(+706.7%) |
| 19 | ? N/A COLUMBIA ETF TR I | $11M | 244.3K | 1.79% | Added(+3.3%) |
| 20 | V VANGUARD INTL EQUITY INDEX F | $8.9M | 57.1K | 1.44% | Trimmed(-18.5%) |
| 21 | V VANGUARD TAX-MANAGED FDS | $6.4M | 91.1K | 1.05% | Trimmed(-16.3%) |
| 22 | E ISHARES TR | $5.4M | 33.8K | 0.88% | Trimmed(-18.1%) |
| 23 | N NVIDIA CORPORATION | $5.2M | 22.6K | 0.84% | Added(+64.4%) |
| 24 | E ISHARES TR | $4.3M | 31.2K | 0.70% | Trimmed(-79.8%) |
| 25 | E ISHARES TR | $3.8M | 34.9K | 0.62% | Trimmed(-5.3%) |
| 26 | I ISHARES TR | $3.7M | 27.0K | 0.61% | Trimmed(-7.8%) |
| 27 | B WISDOMTREE BITCOIN FD | $3.4M | 38.0K | 0.55% | Trimmed(-14.2%) |
| 28 | A APPLE INC | $3M | 9.0K | 0.49% | Trimmed(-12.2%) |
| 29 | P PACER FDS TR | $2.9M | 47.9K | 0.46% | Trimmed(-1.7%) |
| 30 | S SELECT SECTOR SPDR TR | $2.7M | 50.4K | 0.44% | Added(+59.2%) |
| 31 | A AMAZON COM INC | $2.5M | 10.2K | 0.41% | Trimmed(-6.4%) |
| 32 | S SELECT SECTOR SPDR TR | $2.5M | 12.7K | 0.41% | Trimmed(-23.2%) |
| 33 | J JPMORGAN CHASE & CO | $2.4M | 7.3K | 0.39% | Added(+10.2%) |
| 34 | G ALPHABET INC | $2.3M | 6.7K | 0.38% | Trimmed(-13.9%) |
| 35 | T TESLA INC | $2.2M | 6.3K | 0.36% | Added(+1.9%) |
| 36 | S SELECT SECTOR SPDR TR | $2.2M | 35.4K | 0.35% | — |
| 37 | ? N/A VANECK ETF TRUST | $2.1M | 31.7K | 0.34% | Trimmed(-5.1%) |
| 38 | M MERCK & CO INC | $2.1M | 14.4K | 0.34% | Trimmed(-28.2%) |
| 39 | B BERKSHIRE HATHAWAY INC DEL | $2.1M | 4.1K | 0.33% | Trimmed(-16.6%) |
| 40 | E ISHARES ETHEREUM TR | $2M | 99.8K | 0.33% | Trimmed(-31.1%) |
| 41 | A AMGEN INC | $2M | 4.7K | 0.32% | Trimmed(-29.1%) |
| 42 | D DATADOG INC | $2M | 7.2K | 0.32% | — |
| 43 | L LUMENTUM HLDGS INC | $2M | 2.0K | 0.32% | — |
| 44 | D DELL TECHNOLOGIES INC | $2M | 3.7K | 0.32% | Trimmed(-35.4%) |
| 45 | G GE VERNOVA INC | $1.9M | 2.0K | 0.31% | Trimmed(-12.7%) |
| 46 | W WALMART INC | $1.9M | 18.2K | 0.31% | Trimmed(-11.2%) |
| 47 | J JOHNSON CONTROLS INTERNATION | $1.9M | 12.7K | 0.31% | Trimmed(-24.5%) |
| 48 | C CSX CORP | $1.8M | 39.4K | 0.30% | Trimmed(-17.1%) |
| 49 | C CHEVRON CORPORATION | $1.8M | 8.9K | 0.30% | — |
| 50 | P PARKER-HANNIFIN CORP | $1.8M | 1.9K | 0.29% | Trimmed(-18.4%) |