13F Insight
DOSSIER · 13F-HR · Q1 2026

Whitaker-Myers Wealth Managers, LTD.

Whitaker-Myers Wealth Managers's pension fund based in Boston, MA — $502M in tracked AUM across 108 positions as of Q1 2026.

WW
Whitaker-Myers Wealth Managers·Boston, MA·Pension Fund
CIK 0001973849 · last filed Mar 31, 2026
Total AUM
$502M
▼ 2.2%
vs prior
Holdings
108
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Whitaker-Myers Wealth Managers, LTD. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MOAT
VANECK ETF TRUST
$39M405K7.8%
02
DBEF
DBX ETF TR
$33M678K6.7%
03
SCHD
SCHWAB STRATEGIC TR
$30M981K6.0%
04
QQQM
INVESCO EXCH TRADED FD TR II
$28M119K5.6%
05
SPMO
INVESCO EXCH TRADED FD TR II
$24M213K4.8%
06
VBR
VANGUARD INDEX FDS
$23M108K4.7%
07
VBK
VANGUARD INDEX FDS
$23M75K4.5%
08
IDMO
INVESCO EXCH TRADED FD TR II
$22M398K4.3%
09
IWP
ISHARES TR
$18M143K3.7%
10
VBIL
VANGUARD INSTL INDEX FD
$18M234K3.5%

Filing history

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