Whitaker-Myers Wealth Managers, LTD.
CIK 1973849
13F filing for Q2 2026・No. 3,515
- Holdings
- US$598.76M
- Quarter change
- +US$97.14M
- Entries
- 113
- Net bought (estimate)
- +US$36.85M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 8
- Cut 43
- Added 55
- Corporate actions 0
- Unchanged 2
Largest holdings
113 stocks worth US$598.76M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANECK ETF TRUSTMRNGSTR WDE MOAT | Added | 430,701 | US$44.78M | 7.48% |
| DBX ETF TRXTRACK MSCI EAFE | Added | 709,831 | US$38.78M | 6.48% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 123,304 | US$37.36M | 6.24% |
| INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | Added | 220,770 | US$35.66M | 5.96% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 1,042,013 | US$33.04M | 5.52% |
| VANGUARD INDEX FDSSML CP GRW ETF | Added | 78,324 | US$28.64M | 4.78% |
| VANGUARD INDEX FDSSM CP VAL ETF | Added | 114,681 | US$27.87M | 4.65% |
| INVESCO EXCH TRADED FD TR IIS&P INTL MOMNT | Added | 432,402 | US$26.07M | 4.35% |
| ISHARES TRRUS MD CP GR ETF | Added | 154,430 | US$22.61M | 3.78% |
| VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | Added | 291,022 | US$22.02M | 3.68% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.