Whitaker-Myers Wealth Managers, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Whitaker-Myers Wealth Managers, Ltd. disclosed 106 stock positions valued at approximately $598.76M as of quarter-end June 30, 2026. The largest holdings include VANECK ETF TRUST, DBX ETF TR, and INVESCO EXCH TRADED FD TR II.
- Report Period
- June 30, 2026
- No. of Stocks
- 106
- Portfolio Value
- $598.76M
Holdings by Sector
Whitaker-Myers Wealth Managers, Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MOAT | Other | 7.48% | 430,701 | +25,230 | +6.22% | $44,775,673 |
| DBX ETF TR | DBEF | Other | 6.48% | 709,831 | +32,000 | +4.72% | $38,778,066 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 6.24% | 123,304 | +4,574 | +3.85% | $37,357,544 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 5.96% | 220,770 | +7,898 | +3.71% | $35,663,207 |
| SCHWAB STRATEGIC TR | SCHD | Other | 5.52% | 1,042,013 | +61,308 | +6.25% | $33,042,229 |
| VANGUARD INDEX FDS | VBK | Other | 4.78% | 78,324 | +2,901 | +3.85% | $28,643,214 |
| VANGUARD INDEX FDS | VBR | Other | 4.65% | 114,681 | +6,809 | +6.31% | $27,866,283 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 4.35% | 432,402 | +34,679 | +8.72% | $26,069,520 |
| ISHARES TR | IWP | Other | 3.78% | 154,430 | +11,127 | +7.76% | $22,610,074 |
| VANGUARD INDEX FDS | VOO | Other | 3.46% | 30,198 | +894 | +3.05% | $20,740,109 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.35% | 576,393 | -957 | -0.17% | $20,064,234 |
| SCHWAB STRATEGIC TR | SCHG | Other | 3.27% | 579,315 | +6,911 | +1.21% | $19,604,028 |
| INVESCO EXCH TRADED FD TR II | IDLV | Other | 2.94% | 511,114 | +56,755 | +12.49% | $17,630,065 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.79% | 330,396 | +55,063 | +20.00% | $16,708,122 |
| INVESCO EXCHANGE TRADED FD T | XMVM | Other | 2.74% | 230,965 | +14,184 | +6.54% | $16,380,032 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.81% | 70,063 | +2,047 | +3.01% | $10,810,067 |
| COLUMBIA ETF TR I | RECS | Other | 1.71% | 236,456 | +26,002 | +12.36% | $10,233,821 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.30% | 108,861 | +686 | +0.63% | $7,756,326 |
| ISHARES TR | IWS | Other | 1.13% | 41,232 | +562 | +1.38% | $6,786,719 |
| ISHARES TR | IJK | Other | 0.72% | 36,899 | +1,474 | +4.16% | $4,335,664 |
| ISHARES TR | IJJ | Other | 0.72% | 29,283 | +1,616 | +5.84% | $4,326,021 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.53% | 16,573 | +14,750 | +809.11% | $3,157,524 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.51% | 5,248 | +3,940 | +301.22% | $3,048,874 |
| APPLE INC | AAPL | Technology | 0.50% | 10,286 | +278 | +2.78% | $2,976,268 |
| ARISTA NETWORKS INC | ANET | Other | 0.48% | 16,847 | +14,310 | +564.05% | $2,861,968 |
| PACER FDS TR | PTLC | Other | 0.47% | 48,722 | +429 | +0.89% | $2,838,558 |
| ALPHABET INC | GOOGL | Communication Services | 0.47% | 7,837 | +6,264 | +398.22% | $2,800,563 |
| NVIDIA CORPORATION | NVDA | Technology | 0.46% | 13,748 | -325 | -2.31% | $2,750,872 |
| WISDOMTREE BITCOIN FD | BTCW | Other | 0.46% | 44,296 | +5,600 | +14.47% | $2,746,352 |
| GE VERNOVA INC | GEV | Utilities | 0.45% | 2,283 | -76 | -3.22% | $2,682,429 |
Showing 30 of 106 holdings in the latest reporting period.