§ 13F · FUND PROFILE
Whitaker-Myers Wealth Managers, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $397M (13F)Positions · 109Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 405K | $39M | 7.8% | +2% |
| 2 | DBEF | DBX ETF TR | 678K | $33M | 6.7% | +3% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 981K | $30M | 6.0% | ±0% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 119K | $28M | 5.6% | +2% |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | 213K | $24M | 4.8% | +6% |
| 6 | VBR | VANGUARD INDEX FDS | 108K | $23M | 4.7% | +4% |
| 7 | VBK | VANGUARD INDEX FDS | 75K | $23M | 4.5% | +5% |
| 8 | IDMO | INVESCO EXCH TRADED FD TR II | 398K | $22M | 4.3% | +5% |
| 9 | IWP | ISHARES TR | 143K | $18M | 3.7% | +6% |
| 10 | VBIL | VANGUARD INSTL INDEX FD | 234K | $18M | 3.5% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITAKER-MYERS SIGNAL
AC read
Whitaker-Myers Wealth Managers, LTD. is a Other fund managing $397 million in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed