StockDriftsStockDriftsTop 50 Whitaker-Myers Wealth Managers, LTD. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 7.48% | 430.7K | $44.8M | +6.22%(+25.23K) | $78.81(+44.19%) | 2026-06-30 | |
| DBEF | DBX ETF TR | 6.48% | 709.8K | $38.8M | +4.72%(+32.00K) | $38.63(+45.81%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.24% | 123.3K | $37.4M | +3.85%(+4.57K) | $163.99(+83.81%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 5.96% | 220.8K | $35.7M | +3.71%(+7.90K) | $117.35(+30.64%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.52% | 1.04M | $33.0M | +6.25%(+61.31K) | $25.59(+34.26%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 4.78% | 78.3K | $28.6M | +3.85%(+2.90K) | $250.21(+46.45%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 4.65% | 114.7K | $27.9M | +6.31%(+6.81K) | $178.63(+40.23%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.35% | 432.4K | $26.1M | +8.72%(+34.68K) | $53.06(+20.08%) | 2026-06-30 | |
| IWP | ISHARES TR | 3.78% | 154.4K | $22.6M | +7.76%(+11.13K) | $108.92(+35.81%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 3.68% | 291.0K | $22.0M | +24.57%(+57.40K) | $75.59(+0.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.84% | +51.43% | — | — | +69.94% |
| Top 20 Holdings Unweighted | +15.77% | +55.17% | — | — | +71.79% |
Whitaker-Myers Wealth Managers, LTD. reports $598.76M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are MOAT (7.5%), DBEF (6.5%) and QQQM (6.2%). The top 20 holdings account for 77.42% of reported assets. Its disclosed equity book has returned +51.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Whitaker-Myers Wealth Managers, LTD.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1973849). View Whitaker-Myers Wealth Managers, LTD.’s 13F filings on SEC