Institutions / Whitaker-Myers Wealth Managers, LTD.
Whitaker-Myers Wealth Managers, LTD.
CIK 1973849 · Institution · as of Dec 31, 2025
Portfolio value
$479.33M
Positions
115
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 115 →
| Company | Value | % of portfolio |
|---|---|---|
| VanEck ETF Trust | $40.97M | 8.5% |
| Dbx ETF Tr | $31.72M | 6.6% |
| Invesco Exch Traded Fd Tr II | $29.52M | 6.2% |
| Schwab Strategic Tr | $26.77M | 5.6% |
| Invesco Exch Traded Fd Tr II | $24.01M | 5.0% |
| Vanguard Index Fds | $21.90M | 4.6% |
| Vanguard Index Fds | $21.78M | 4.5% |
| Invesco Exch Traded Fd Tr II | $20.96M | 4.4% |
| iShares Tr | $18.60M | 3.9% |
| Schwab Strategic Tr | $17.31M | 3.6% |
| Schwab Strategic Tr | $16.38M | 3.4% |
| Vanguard Index Fds | $15.83M | 3.3% |
| Vanguard Instl Index Fd | $14.85M | 3.1% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $14.39M | 3.0% |
| Invesco Exchange Traded Fd T | $13.70M | 2.9% |
| J P Morgan Exchange Traded F | $12.18M | 2.5% |
| Vanguard Intl Equity Index F | $9.30M | 1.9% |
| Columbia ETF Tr I | $7.45M | 1.6% |
| Vanguard Tax-Managed Fds | $6.34M | 1.3% |
| iShares Tr | $5.50M | 1.1% |
| iShares MSCI UAE ETF | $3.12M | 0.7% |
| iShares Tr | $2.98M | 0.6% |
| Apple Inc. | $2.97M | 0.6% |
| Pacer Fds Tr | $2.76M | 0.6% |
| Select Sector SPDR Tr | $2.75M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.