Whitaker-Myers Wealth Managers, LTD.
CIK: 0001973849SEC EDGAR →
Portfolio Value
$479.3M
Holdings
115
As of
Q4 2025
New Positions
115
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 395,654 | $41.0M | 8.55% |
| 2 | DBX ETF TR | 659,243 | $31.7M | 6.62% |
| 3 | INVESCO EXCH TRADED FD TR II | 116,700 | $29.5M | 6.16% |
| 4 | SCHWAB STRATEGIC TR | 975,957 | $26.8M | 5.58% |
| 5 | INVESCO EXCH TRADED FD TR II | 201,238 | $24.0M | 5.01% |
| 6 | VANGUARD INDEX FDS | 103,424 | $21.9M | 4.57% |
| 7 | VANGUARD INDEX FDS | 72,098 | $21.8M | 4.54% |
| 8 | INVESCO EXCH TRADED FD TR II | 377,107 | $21.0M | 4.37% |
| 9 | ISHARES TR | 135,833 | $18.6M | 3.88% |
| 10 | SCHWAB STRATEGIC TR | 530,584 | $17.3M | 3.61% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (115)
$41.0M · 396K shares
$31.7M · 659K shares
$29.5M · 117K shares
$26.8M · 976K shares
$24.0M · 201K shares
$21.9M · 103K shares
$21.8M · 72K shares
$21.0M · 377K shares
$18.6M · 136K shares
$17.3M · 531K shares
$16.4M · 553K shares
$15.8M · 25K shares
$14.8M · 197K shares
$14.4M · 424K shares
$13.7M · 214K shares
$12.2M · 241K shares
$9.3M · 65K shares
$7.4M · 182K shares
$6.3M · 102K shares
$5.5M · 39K shares
$3.1M · 24K shares
$3.0M · 31K shares
$3.0M · 11K shares
$2.8M · 50K shares
$2.7M · 19K shares
$2.7M · 14K shares
$2.4M · 11K shares
$2.4M · 26K shares
$2.3M · 5K shares
$2.2M · 38K shares
$1.9M · 10K shares
$1.8M · 4K shares
$1.7M · 2K shares
$1.7M · 11K shares
$1.7M · 16K shares
$1.7M · 37K shares
$1.7M · 4K shares
$1.7M · 4K shares
$1.7M · 3K shares
$1.7M · 3K shares
$1.7M · 5K shares
$1.7M · 7K shares
$1.7M · 24K shares
$1.6M · 10K shares
$1.6M · 3K shares
$1.6M · 44K shares
$1.6M · 5K shares
$1.6M · 3K shares
$1.6M · 17K shares
$1.6M · 13K shares
$1.6M · 6K shares
$1.6M · 8K shares
$1.5M · 69K shares
$1.5M · 33K shares
$1.5M · 69K shares
$1.5M · 13K shares
$1.5M · 6K shares
$1.5M · 25K shares
$1.5M · 18K shares
$1.5M · 5K shares
$1.4M · 4K shares
$1.4M · 9K shares
$1.4M · 58K shares
$1.4M · 4K shares
$1.4M · 10K shares
$1.4M · 43K shares
$1.3M · 37K shares
$1.3M · 11K shares
$1.2M · 47K shares
$1.2M · 8K shares
$1.1M · 2K shares
$1.1M · 12K shares
$1.0M · 10K shares
$832K · 23K shares
$755K · 19K shares
$744K · 26K shares
$674K · 7K shares
$653K · 6K shares
$606K · 13K shares
$600K · 14K shares
$554K · 14K shares
$541K · 2K shares
$532K · 7K shares
$529K · 1K shares
$514K · 13K shares
$507K · 7K shares
$492K · 2K shares
$459K · 7K shares
$454K · 2K shares
$428K · 47K shares
$426K · 3K shares
$421K · 7K shares
$410K · 9K shares
$408K · 619 shares
$393K · 1K shares
$377K · 3K shares
$356K · 5K shares
$354K · 7K shares
$338K · 5K shares
$329K · 8K shares
$329K · 484 shares
$300K · 12K shares
$300K · 8K shares
$298K · 339 shares
$292K · 5K shares
$280K · 1K shares
$262K · 10K shares
$261K · 3K shares
$254K · 3K shares
$245K · 5K shares
$223K · 3K shares
$222K · 388 shares
$221K · 5K shares
$205K · 1K shares
$200K · 353 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $399.1M | 83.3% |
| Unknown | 3 | $27.0M | 5.6% |
| Technology | 14 | $19.4M | 4.0% |
| Industrials | 9 | $11.6M | 2.4% |
| Consumer Cyclical | 4 | $7.7M | 1.6% |
| Communication Services | 5 | $4.7M | 1.0% |
| Utilities | 3 | $3.5M | 0.7% |
| Basic Materials | 3 | $3.0M | 0.6% |
| Consumer Defensive | 1 | $1.7M | 0.4% |
| Energy | 1 | $1.5M | 0.3% |