13F Insight
DOSSIER · 13F-HR · Q2 2026

Whitaker-Myers Wealth Managers, LTD.

$599M in tracked AUM across 113 positions as of Q2 2026.

WW
CIK 0001973849 · last filed Jun 30, 2026
Total AUM
$599M
as of Q2 2026
Holdings
113
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Whitaker-Myers Wealth Managers, LTD. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MOAT
VANECK ETF TRUST
$45M431K7.5%02
DBEF
DBX ETF TR
$39M710K6.5%03
QQQM
INVESCO EXCH TRADED FD TR II
$37M123K6.2%04
SPMO
INVESCO EXCH TRADED FD TR II
$36M221K6.0%05
SCHD
SCHWAB STRATEGIC TR
$33M1.0M5.5%06
VBK
VANGUARD INDEX FDS
$29M78K4.8%07
VBR
VANGUARD INDEX FDS
$28M115K4.7%08
IDMO
INVESCO EXCH TRADED FD TR II
$26M432K4.4%09
IWP
ISHARES TR
$23M154K3.8%10
VBIL
VANGUARD INSTL INDEX FD
$22M291K3.7%

Filing history

2026Q2Jun 30
$599M▲ 19.4%
113 positionsView →2026Q1Mar 31
$502M▲ 4.6%
108 positionsView →2025Q4Dec 31
$479M▲ 4.5%
115 positionsView →2025Q3Sep 30
$459M▲ 15.5%
116 positionsView →2025Q2Jun 30
$397M▲ 11.3%
109 positionsLocked2025Q1Mar 31
$357M▲ 4.0%
113 positionsLocked2024Q4Dec 31
$343M▲ 14.0%
120 positionsLocked2024Q3Sep 30
$301M▲ 11.0%
106 positionsLocked2024Q2Jun 30
$271M▲ 14.3%
99 positionsLocked2024Q1Mar 31
$237M▲ 18.0%
95 positionsLocked2023Q4Dec 31
$201M▲ 24.6%
87 positionsLocked2023Q3Sep 30
$161M▲ 7.9%
77 positionsLocked
Showing 12 of 15