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 $501.6M across 107 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MOAT ($39.2M, 7.82%), DBEF ($33.5M, 6.68%), SCHD ($30.1M, 6.00%), QQQM ($28.2M, 5.62%), SPMO ($23.9M, 4.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | $39.2M | 7.82% | 405,471 | Added |
| 2 | DBEF | DBX ETF TR | $33.5M | 6.68% | 677,831 | Added |
| 3 | SCHD | SCHWAB STRATEGIC TR | $30.1M | 6.00% | 980,705 | Added |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $28.2M | 5.62% | 118,730 | Added |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | $23.9M | 4.76% | 212,872 | Added |
| 6 | VBR | VANGUARD INDEX FDS | $23.4M | 4.67% | 107,872 | Added |
| 7 | VBK | VANGUARD INDEX FDS | $22.8M | 4.54% | 75,423 | Added |
| 8 | IDMO | INVESCO EXCH TRADED FD TR II | $21.8M | 4.35% | 397,723 | Added |
| 9 | IWP | ISHARES TR | $18.4M | 3.66% | 143,303 | Added |
| 10 | VBIL | VANGUARD INSTL INDEX FD | $17.7M | 3.52% | 233,623 | Added |
| 11 | SCHV | SCHWAB STRATEGIC TR | $17.6M | 3.51% | 577,350 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $17.5M | 3.49% | 29,304 | Added |
| 13 | SCHG | SCHWAB STRATEGIC TR | $16.7M | 3.32% | 572,404 | Added |
| 14 | IDLV | INVESCO EXCH TRADED FD TR II | $15.7M | 3.12% | 454,359 | Added |
| 15 | XMVM | INVESCO EXCHANGE TRADED FD T | $14.1M | 2.81% | 216,781 | Added |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | $13.9M | 2.78% | 275,333 | Added |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $9.9M | 1.98% | 68,016 | Added |
| 18 | RECS | COLUMBIA ETF TR I | $8.2M | 1.64% | 210,454 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $6.9M | 1.38% | 108,175 | Added |
| 20 | IWS | ISHARES TR | $5.9M | 1.18% | 40,670 | Added |
| 21 | IJJ | ISHARES TR | $3.7M | 0.73% | 27,667 | Added |
| 22 | IJK | ISHARES TR | $3.6M | 0.71% | 35,425 | Added |
| 23 | AMZN | AMAZON COM INC | $2.8M | 0.56% | 13,598 | Added |
| 24 | BTCW | WISDOMTREE BITCOIN FD | $2.8M | 0.55% | 38,696 | Added |
| 25 | XLI | SELECT SECTOR SPDR TR | $2.6M | 0.51% | 15,917 | Added |
Source: SEC Form 13F filings · as of 2026-03-31