Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Whitaker-Myers Wealth Managers, LTD. (CIK 1973849) reported $598.8M across 113 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MOAT ($44.8M, 7.48%), DBEF ($38.8M, 6.48%), QQQM ($37.4M, 6.24%), SPMO ($35.7M, 5.96%), SCHD ($33.0M, 5.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | $44.8M | 7.48% | 430,701 | Added |
| 2 | DBEF | DBX ETF TR | $38.8M | 6.48% | 709,831 | Added |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $37.4M | 6.24% | 123,304 | Added |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | $35.7M | 5.96% | 220,770 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $33.0M | 5.52% | 1.0M | Added |
| 6 | VBK | VANGUARD INDEX FDS | $28.6M | 4.78% | 78,324 | Added |
| 7 | VBR | VANGUARD INDEX FDS | $27.9M | 4.65% | 114,681 | Added |
| 8 | IDMO | INVESCO EXCH TRADED FD TR II | $26.1M | 4.35% | 432,402 | Added |
| 9 | IWP | ISHARES TR | $22.6M | 3.78% | 154,430 | Added |
| 10 | VBIL | VANGUARD INSTL INDEX FD | $22.0M | 3.68% | 291,022 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $20.7M | 3.46% | 30,198 | Added |
| 12 | SCHV | SCHWAB STRATEGIC TR | $20.1M | 3.35% | 576,393 | Trimmed |
| 13 | SCHG | SCHWAB STRATEGIC TR | $19.6M | 3.27% | 579,315 | Added |
| 14 | IDLV | INVESCO EXCH TRADED FD TR II | $17.6M | 2.94% | 511,114 | Added |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | $16.7M | 2.79% | 330,396 | Added |
| 16 | XMVM | INVESCO EXCHANGE TRADED FD T | $16.4M | 2.74% | 230,965 | Added |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $10.8M | 1.81% | 70,063 | Added |
| 18 | RECS | COLUMBIA ETF TR I | $10.2M | 1.71% | 236,456 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $7.8M | 1.30% | 108,861 | Added |
| 20 | IWS | ISHARES TR | $6.8M | 1.13% | 41,232 | Added |
| 21 | IJK | ISHARES TR | $4.3M | 0.72% | 36,899 | Added |
| 22 | IJJ | ISHARES TR | $4.3M | 0.72% | 29,283 | Added |
| 23 | XLK | SELECT SECTOR SPDR TR | $3.2M | 0.53% | 16,573 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $3.0M | 0.51% | 5,248 | New |
| 25 | AAPL | APPLE INC | $3.0M | 0.50% | 10,286 | Added |
Source: SEC Form 13F filings · as of 2026-06-30