13F Insight
DOSSIER · 13F-HR · Q3 2026

Whitaker-Myers Wealth Managers, LTD.

$614M in tracked AUM across 123 positions as of Q3 2026.

WW
CIK 0001973849 · last filed Sep 30, 2026
Total AUM
$614M
as of Q3 2026
Holdings
123
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Whitaker-Myers Wealth Managers, LTD. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MOAT
VANECK ETF TRUST
$48M453K7.8%02
QQQM
INVESCO EXCH TRADED FD TR II
$41M133K6.6%03
DBEF
DBX ETF TR
$39M711K6.4%04
SPMO
INVESCO EXCH TRADED FD TR II
$38M250K6.2%05
SCHD
SCHWAB STRATEGIC TR
$36M1.1M5.9%06
IDMO
INVESCO EXCH TRADED FD TR II
$29M471K4.7%07
VBK
VANGUARD INDEX FDS
$27M80K4.4%08
VBR
VANGUARD INDEX FDS
$27M116K4.4%09
VBIL
VANGUARD INSTL INDEX FD
$24M322K4.0%10
VOO
VANGUARD INDEX FDS
$22M32K3.6%

Filing history

2026Q3Sep 30
$614M▲ 2.5%
123 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 16