StockDriftsStockDriftsTop 50 Whitaker-Myers Wealth Managers LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 7.79% | 452.5K | $47.8M | +5.07%(+21.84K) | $77.77(+42.06%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.61% | 133.3K | $40.6M | +8.12%(+10.02K) | $173.80(+70.19%) | 2026-09-30 | |
| DBEF | DBX ETF TR | 6.36% | 711.0K | $39.1M | +0.16%(+1.15K) | $38.66(+41.22%) | 2026-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 6.17% | 250.1K | $37.9M | +13.26%(+29.28K) | $121.94(+16.44%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.94% | 1.12M | $36.5M | +7.58%(+79.03K) | $26.05(+31.43%) | 2026-09-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.68% | 470.7K | $28.7M | +8.86%(+38.30K) | $53.68(+9.41%) | 2026-09-30 | |
| VBK | VANGUARD INDEX FDS | 4.4% | 80.0K | $27.0M | +2.10%(+1.64K) | $252.29(+30.24%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 4.36% | 116.0K | $26.8M | +1.13%(+1.30K) | $179.29(+31.37%) | 2026-09-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 3.98% | 322.5K | $24.4M | +10.80%(+31.43K) | $75.60(+0.08%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.64% | 31.9K | $22.3M | +5.49%(+1.66K) | $487.41(+44.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.93% | +55.81% | — | — | +68.40% |
| Top 20 Holdings Unweighted | +16.86% | +59.57% | — | — | +70.46% |
Whitaker-Myers Wealth Managers LTD reports $614.00M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are MOAT (7.8%), QQQM (6.6%) and DBEF (6.4%). The top 20 holdings account for 78.53% of reported assets. Its disclosed equity book has returned +55.81% on a three-year cumulative basis. Figures reflect the Q3 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