§ 13F · FUND PROFILE
Whitaker-Myers Wealth Managers, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $397.0T (13F)Positions · 109Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$479.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 396K | $41.0T | 8.5% | NEW |
| 2 | DBEF | DBX ETF TR | 659K | $31.7T | 6.6% | NEW |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 117K | $29.5T | 6.2% | NEW |
| 4 | SCHD | SCHWAB STRATEGIC TR | 976K | $26.8T | 5.6% | NEW |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | 201K | $24.0T | 5.0% | NEW |
| 6 | VBR | VANGUARD INDEX FDS | 103K | $21.9T | 4.6% | NEW |
| 7 | VBK | VANGUARD INDEX FDS | 72K | $21.8T | 4.5% | NEW |
| 8 | IDMO | INVESCO EXCH TRADED FD TR II | 377K | $21.0T | 4.4% | NEW |
| 9 | IWP | ISHARES TR | 136K | $18.6T | 3.9% | NEW |
| 10 | SCHG | SCHWAB STRATEGIC TR | 531K | $17.3T | 3.6% | NEW |
§ 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 $396973.7 trillion in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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