§ 13F · FUND PROFILE
Whitaker-Myers Wealth Managers, LTD..
AUM · $599M (13F)Positions · 113Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 431K | $45M | 7.5% | +6% |
| 2 | DBEF | DBX ETF TR | 710K | $39M | 6.5% | +5% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 123K | $37M | 6.2% | +4% |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | 221K | $36M | 6.0% | +4% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 1.04M | $33M | 5.5% | +6% |
| 6 | VBK | VANGUARD INDEX FDS | 78K | $29M | 4.8% | +4% |
| 7 | VBR | VANGUARD INDEX FDS | 115K | $28M | 4.7% | +6% |
| 8 | IDMO | INVESCO EXCH TRADED FD TR II | 432K | $26M | 4.4% | +9% |
| 9 | IWP | ISHARES TR | 154K | $23M | 3.8% | +8% |
| 10 | VBIL | VANGUARD INSTL INDEX FD | 291K | $22M | 3.7% | +25% |
§ 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 $599 million in assets. The fund runs a portfolio of 113 positions.
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