Whitaker-Myers Wealth Managers, LTD. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Whitaker-Myers Wealth Managers, LTD. held in its portfolio 115 assets valued at $479,333,486 (i.e. $479.33M).
The most valuable assets in the portfolio included: VANECK ETF TRUST ($40.97M), DBX ETF TR ($31.72M), and INVESCO EXCH TRADED FD TR II ($29.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Whitaker-Myers Wealth Managers, LTD. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANECK ETF TRUST | 395654 | 40973960 | MRNGSTR WDE MOAT |
| DBX ETF TR | 659243 | 31716187 | XTRACK MSCI EAFE |
| INVESCO EXCH TRADED FD TR II | 116700 | 29515785 | NASDAQ 100 ETF |
| SCHWAB STRATEGIC TR | 975957 | 26770496 | US DIVIDEND EQ |
| INVESCO EXCH TRADED FD TR II | 201238 | 24011732 | S&P 500 MOMNTM |
| VANGUARD INDEX FDS | 103424 | 21904149 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 72098 | 21781607 | SML CP GRW ETF |
| INVESCO EXCH TRADED FD TR II | 377107 | 20955810 | S&P INTL MOMNT |
| ISHARES TR | 135833 | 18600947 | RUS MD CP GR ETF |
| SCHWAB STRATEGIC TR | 530584 | 17307652 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 553330 | 16384098 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 25238 | 15827782 | S&P 500 ETF SHS |
| VANGUARD INSTL INDEX FD | 196882 | 14850797 | 0-3 MO TREAS BIL |
| INVESCO EXCH TRADED FD TR II | 424436 | 14388393 | S&P INTL LOW |
| INVESCO EXCHANGE TRADED FD T | 213510 | 13698824 | S&P MDCP VLU MNT |
| J P MORGAN EXCHANGE TRADED F | 240792 | 12181688 | ULTRA SHRT ETF |
| VANGUARD INTL EQUITY INDEX F | 64881 | 9299356 | FTSE SMCAP ETF |
| COLUMBIA ETF TR I | 182340 | 7446770 | RESH ENHNC COR |
| VANGUARD TAX-MANAGED FDS | 101569 | 6344999 | VAN FTSE DEV MKT |
| ISHARES TR | 38990 | 5499547 | RUS MDCP VAL ETF |
| ISHARES TR | 23694 | 3117861 | S&P MC 400VL ETF |
| ISHARES TR | 30750 | 2979071 | S&P MC 400GR ETF |
| APPLE INC | 10929 | 2971037 | COM |
| PACER FDS TR | 49597 | 2756599 | TRENDP US LAR CP |
| SELECT SECTOR SPDR TR | 19090 | 2748379 | STATE STREET TEC |
| NVIDIA CORPORATION | 14348 | 2675980 | COM |
| AMAZON COM INC | 10585 | 2443209 | COM |
| WISDOMTREE BITCOIN FD | 26307 | 2438133 | SHS BEN INT |
| TESLA INC | 5103 | 2294978 | COM |
| VANECK ETF TRUST | 37527 | 2206754 | ISRAEL ETF |
| ORACLE CORP | 9518 | 1855187 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3643 | 1831264 | CL B NEW |
| PARKER-HANNIFIN CORP | 1982 | 1742119 | COM |
| SHOPIFY INC | 10819 | 1741534 | CL A SUB VTG SHS |
| WALMART INC | 15559 | 1733415 | COM |
| FIRST TR EXCHANGE-TRADED FD | 37391 | 1722960 | SHS |
| MICROSOFT CORP | 3523 | 1703991 | COM |
| QUANTA SVCS INC | 4019 | 1696263 | COM |
| APPLOVIN CORP | 2508 | 1689941 | COM CL A |
| GE VERNOVA INC | 2565 | 1676407 | COM |
| HUNTINGTON INGALLS INDS INC | 4927 | 1675525 | COM |
| REDDIT INC | 7211 | 1657593 | CL A |
| FIRST TR EXCHANGE TRADED FD | 23844 | 1656446 | RISNG DIVD ACHIV |
| VISTRA CORP | 9998 | 1613014 | COM |
| ULTA BEAUTY INC | 2648 | 1602066 | COM |
| CSX CORP | 44081 | 1597936 | COM |
| CELESTICA INC | 5396 | 1595112 | COM |
| S&P GLOBAL INC | 3051 | 1594455 | COM |
| CAMECO CORP | 17337 | 1586192 | COM |
| JOHNSON CTLS INTL PLC | 13098 | 1568521 | SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 5689 | 1566719 | ORD SHS |
| PALO ALTO NETWORKS INC | 8448 | 1556122 | COM |
| ISHARES ETHEREUM TR | 68937 | 1546257 | SHS |
| GALAXY DIGITAL INC. | 69132 | 1545792 | CL A |
| WISDOMTREE TR | 33390 | 1545635 | INDIA ERNGS FD |
| ROBINHOOD MKTS INC | 13473 | 1523796 | COM CL A |
| FIRST SOLAR INC | 5778 | 1509387 | COM |
| PACER FDS TR | 25069 | 1508392 | US CASH COWS 100 |
| ANGLOGOLD ASHANTI PLC | 17500 | 1492389 | COM SHS |
| CARPENTER TECHNOLOGY CORP | 4650 | 1464034 | COM |
| TRANE TECHNOLOGIES PLC | 3725 | 1449817 | SHS |
| SELECT SECTOR SPDR TR | 9279 | 1439397 | STATE STREET IND |
| TIDAL TRUST I | 57550 | 1424938 | FUNDSTRAT GRANNY |
| JPMORGAN CHASE & CO. | 4395 | 1416029 | COM |
| ALIBABA GROUP HLDG LTD | 9564 | 1401891 | SPONSORED ADS |
| PACER FDS TR | 43139 | 1356706 | TRENDPILOT INTL |
| PACER FDS TR | 36618 | 1306180 | TRENDP US MID CP |
| SELECT SECTOR SPDR TR | 10911 | 1284480 | STATE STREET COM |
| SCHWAB STRATEGIC TR | 47356 | 1242145 | US BRD MKT ETF |
| ISHARES TR | 8324 | 1237694 | CORE S&P TTL STK |
| INVESCO QQQ TR | 1830 | 1124127 | UNIT SER 1 |
| FIRST TR EXCHANGE-TRADED FD | 12131 | 1122241 | CAP STRENGTH ETF |
| RPM INTL INC | 9973 | 1037192 | COM |
| NORTHERN LTS FD TR IV | 22817 | 832371 | INSPIRE INTL ETF |
| FRANKLIN TEMPLETON ETF TR | 19437 | 755892 | INTL COR DIV TIL |
| SCHWAB STRATEGIC TR | 26127 | 744097 | US SML CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 6584 | 674379 | S&P MDCP QUALITY |
| AMERICAN CENTY ETF TR | 6411 | 653816 | US SML CP VALU |
| NORTHERN LTS FD TR IV | 13444 | 606735 | INSPIRE 100 ETF |
| VANECK MERK GOLD ETF | 14487 | 600921 | GOLD SHS |
| FIRST TR EXCHANGE-TRADED FD | 14475 | 554690 | SMID RISNG ETF |
| ALPHABET INC | 1725 | 541455 | CAP STK CL C |
| ISHARES TR | 6675 | 532963 | MRGSTR MD CP GRW |
| VANGUARD INDEX FDS | 1085 | 529367 | GROWTH ETF |
| ISHARES TR | 13037 | 514715 | MSCI ACWI EXUS |
| FIDELITY WISE ORIGIN BITCOIN | 6655 | 507311 | SHS |
| ALPHABET INC | 1572 | 492143 | CAP STK CL A |
| ISHARES SILVER TR | 7128 | 459186 | ISHARES |
| NORTHERN LTS FD TR IV | 1830 | 454173 | INSPIRE 500 ETF |
| NUVEEN MUN VALUE FD INC | 47337 | 428873 | COM |
| NUCOR CORP | 2617 | 426855 | COM |
| INVESCO EXCH TRADED FD TR II | 6758 | 421508 | S&P MIDCP LOW |
| PACER FDS TR | 9248 | 410345 | US SMALL CAP CAS |
| META PLATFORMS INC | 619 | 408652 | CL A |
| VANGUARD INDEX FDS | 1174 | 393536 | TOTAL STK MKT |
| ARISTA NETWORKS INC | 2881 | 377478 | COM SHS |
| ISHARES TR | 5402 | 356542 | CORE S&P MCP ETF |
| INVESCO EXCH TRADED FD TR II | 7284 | 354855 | S&P SMALLCAP 600 |
| ABRDN SILVER ETF TRUST | 5011 | 338944 | PHYSCL SILVR SHS |
| SPDR S&P 500 ETF TR | 484 | 329890 | TR UNIT |
| DBX ETF TR | 7988 | 329289 | XTRACK MSCI ALL |
| STRATEGY SHS | 12026 | 300115 | EVENTIDE LARGE C |
| NORTHERN LTS FD TR IV | 7779 | 300114 | INSPIRE SML/ MID |
| GOLDMAN SACHS GROUP INC | 339 | 298272 | COM |
| SELECT SECTOR SPDR TR | 5343 | 292609 | STATE STREET FIN |
| ADVANCED MICRO DEVICES INC | 1308 | 280121 | COM |
| STRATEGY SHS | 10124 | 262212 | EVENTIDE SMALL C |
| ENTERGY CORP NEW | 2826 | 261207 | COM |
| WISDOMTREE TR | 2851 | 254978 | US QTLY DIV GRT |
| JANUS DETROIT STR TR | 4994 | 245428 | HENDRSN SHRT ETF |
| FIRST TR EXCHANGE-TRADED FD | 2811 | 223789 | COM SHS ANNUAL |
| CATERPILLAR INC | 388 | 222202 | COM |
| TIMOTHY PLAN | 5352 | 221832 | U S SM CP CORE |
| SPDR SERIES TRUST | 1475 | 205266 | STATE STREET SPD |
| AXON ENTERPRISE INC | 353 | 200479 | COM |
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