Whitaker-Myers Wealth Managers: Significant ETF Purchases and Sales Observed in Q2 2026

As of June 30th, 2026, Whitaker-Myers Wealth Managers Ltd. has shown notable changes in its portfolio holdings compared to the previous quarter.

The investor's focus appears heavily weighted towards Exchange Traded Funds (ETFs), with most significant activity observed within this category. This quarter saw substantial increases across several ETF positions:

• Whitaker-Myers Wealth Managers Ltd. significantly boosted its position in SCHD, increasing shares by 6.25% and contributing to a portfolio allocation increase from the prior period.
• The holding in IDLV also saw substantial growth during this quarter.
• J P MORGAN EXCHANGE TRADED F (JPST) experienced an enormous 20% increase in shares, making it one of the most notable additions or increases for Whitaker-Myers.
• APPLIED DIGITAL CORP, however, is not just any stock; this was a new position initiated by Whitaker-Myers in the Technology sector during Q2 2026.

Alongside these significant purchases or increases, there were also notable changes to existing positions:

• The holding of IDMO saw an increase this quarter.
• VANGUARD INDEX FDS (VOO) allocation increased slightly, while other Vanguard ETFs like VBK and VBR also showed modest share growth.

In contrast to the increases in most ETF holdings, Whitaker-Myers reduced its position significantly in XLF (-38.44%) during this quarter. This decrease was substantial enough to impact the overall portfolio allocation for that specific Select Sector SPDR Trust ETF.

Furthermore, while other individual stocks like ANET and AMD (not listed as changed holdings but mentioned in Whitaker-Myers' portfolio indicators) saw significant increases, the most prominent change this quarter was the initiation of a new position in APPLD (Applied Digital Corp), which now contributes 0.31% to the total portfolio value.

The investor's allocation across sectors also changed slightly during Q2 2026:

• There was an increase in holdings within the 'Unknown' sector category, likely dominated by various ETFs like SCHD and IDLV.
• Technology allocation saw a boost with the new APPLD position.
• The investor also increased its exposure to other sectors including Industrials, Financial Services, Consumer Cyclical, Healthcare, and Utilities slightly during this period.

In summary, Whitaker-Myers Wealth Managers Ltd. demonstrated a strong preference for ETFs in Q2 2026, significantly increasing positions across SCHD, IDLV, JPST, DBEF, MOAT, VOO, and others while reducing exposure to XLF.