Whitaker-Myers Wealth Managers, LTD.

CIK 0001973849 • 7 13F filings • Apr 14, 2025 – Oct 9, 2026

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Filer information

Filed by: Whitaker-Myers Wealth Managers, LTD., Chief Compliance Officer
Address: 1485 Lexington Ave., Mansfield, OH, 44907
Phone: 3303453900
AUM: $479.3M

AUM over time

$614.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $479.3M115 positionsView on SEC.gov

			% of Portfolio
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$339K	0.1%Prev: 0.0%	5,011 SH	Increased+443 SH
ADVANCED MICRO DEVICES INC	COM	$280K	0.1%Prev: 0.1%	1,308 SH	Decreased+550 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.4M	0.3%Prev: 0.3%	9,564 SH	Decreased-6,293 SH
ALPHABET INC	CAP STK CL A	$492K	0.1%Prev: 0.4%	1,572 SH	Decreased-5,174 SH
ALPHABET INC	CAP STK CL C	$541K	0.1%Prev: 0.1%	1,725 SH	Decreased+87 SH
AMAZON COM INC	COM	$2.4M	0.5%Prev: 0.4%	10,585 SH	Decreased+388 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$654K	0.1%Prev: 0.1%	6,411 SH	Increased+1,081 SH
ANGLOGOLD ASHANTI PLC	COM SHS	$1.5M	0.3%	17,500 SH	New
APPLE INC	COM	$3.0M	0.6%Prev: 0.5%	10,929 SH	Decreased+1,900 SH
APPLOVIN CORP	COM CL A	$1.7M	0.4%	2,508 SH	New
ARISTA NETWORKS INC	COM SHS	$377K	0.1%Prev: 0.1%	2,881 SH	Decreased-328 SH
AXON ENTERPRISE INC	COM	$200K	0.0%	353 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.4%Prev: 0.3%	3,643 SH	Decreased-476 SH
CAMECO CORP	COM	$1.6M	0.3%	17,337 SH	New
CARPENTER TECHNOLOGY CORP	COM	$1.5M	0.3%Prev: 0.3%	4,650 SH	Decreased+417 SH
CATERPILLAR INC	COM	$222K	0.0%Prev: 0.0%	388 SH	Increased+115 SH
CELESTICA INC	COM	$1.6M	0.3%	5,396 SH	New
COLUMBIA ETF TR I	RESH ENHNC COR	$7.4M	1.6%Prev: 1.8%	182,340 SH	Decreased-61,972 SH
CSX CORP	COM	$1.6M	0.3%Prev: 0.3%	44,081 SH	Decreased+4,686 SH
DBX ETF TR	XTRACK MSCI ALL	$329K	0.1%Prev: 0.1%	7,988 SH	Decreased+140 SH
DBX ETF TR	XTRACK MSCI EAFE	$31.7M	6.6%Prev: 6.4%	659,243 SH	Decreased-51,734 SH
ENTERGY CORP NEW	COM	$261K	0.1%	2,826 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$507K	0.1%Prev: 0.1%	6,655 SH	Decreased-5,596 SH
FIRST SOLAR INC	COM	$1.5M	0.3%	5,778 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.7M	0.3%Prev: 0.2%	23,844 SH	Increased+10,170 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.1M	0.2%Prev: 0.2%	12,131 SH	Increased+823 SH
FIRST TR EXCHANGE-TRADED FD	COM SHS ANNUAL	$224K	0.0%Prev: 0.0%	2,811 SH	Decreased-441 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$1.7M	0.4%Prev: 0.2%	37,391 SH	Increased+11,238 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$555K	0.1%	14,475 SH	New
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$756K	0.2%Prev: 0.1%	19,437 SH	Increased+5,191 SH
GALAXY DIGITAL INC.	CL A	$1.5M	0.3%	69,132 SH	New
GE VERNOVA INC	COM	$1.7M	0.3%Prev: 0.3%	2,565 SH	Decreased+571 SH
GOLDMAN SACHS GROUP INC	COM	$298K	0.1%	339 SH	New
HUNTINGTON INGALLS INDS INC	COM	$1.7M	0.3%	4,927 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$29.5M	6.2%Prev: 6.6%	116,700 SH	Decreased-16,619 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$24.0M	5.0%Prev: 6.2%	201,238 SH	Decreased-48,814 SH
INVESCO EXCH TRADED FD TR II	S&P INTL LOW	$14.4M	3.0%Prev: 3.1%	424,436 SH	Decreased-137,207 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$21.0M	4.4%Prev: 4.7%	377,107 SH	Decreased-93,600 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$422K	0.1%Prev: 0.1%	6,758 SH	Increased+1,444 SH
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$355K	0.1%Prev: 0.0%	7,284 SH	Increased+2,582 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$674K	0.1%Prev: 0.1%	6,584 SH	Increased+1,118 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP VLU MNT	$13.7M	2.9%Prev: 2.9%	213,510 SH	Decreased-41,101 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.2%Prev: 0.2%	1,830 SH	Increased+533 SH
ISHARES ETHEREUM TR	SHS	$1.5M	0.3%Prev: 0.3%	68,937 SH	Decreased-30,864 SH
ISHARES SILVER TR	ISHARES	$459K	0.1%Prev: 0.0%	7,128 SH	Increased+1,643 SH
ISHARES TR	CORE S&P MCP ETF	$357K	0.1%Prev: 0.1%	5,402 SH	Increased+663 SH
ISHARES TR	CORE S&P TTL STK	$1.2M	0.3%Prev: 0.2%	8,324 SH	Decreased-391 SH
ISHARES TR	MRGSTR MD CP GRW	$533K	0.1%Prev: 0.1%	6,675 SH	Increased+2,688 SH
ISHARES TR	MSCI ACWI EXUS	$515K	0.1%Prev: 0.1%	13,037 SH	Decreased-111 SH
ISHARES TR	RUS MD CP GR ETF	$18.6M	3.9%Prev: 0.7%	135,833 SH	Increased+104,666 SH
ISHARES TR	RUS MDCP VAL ETF	$5.5M	1.1%Prev: 0.9%	38,990 SH	Increased+5,202 SH
ISHARES TR	S&P MC 400GR ETF	$3.0M	0.6%Prev: 0.6%	30,750 SH	Decreased-4,195 SH
ISHARES TR	S&P MC 400VL ETF	$3.1M	0.7%Prev: 0.6%	23,694 SH	Decreased-3,293 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$12.2M	2.5%Prev: 3.1%	240,792 SH	Decreased-135,902 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$245K	0.1%Prev: 0.1%	4,994 SH	Decreased-2,185 SH
JOHNSON CTLS INTL PLC	SHS	$1.6M	0.3%	13,098 SH	New
JPMORGAN CHASE & CO.	COM	$1.4M	0.3%	4,395 SH	New
META PLATFORMS INC	CL A	$409K	0.1%Prev: 0.0%	619 SH	Increased+330 SH
MICROSOFT CORP	COM	$1.7M	0.4%Prev: 0.3%	3,523 SH	Increased+399 SH
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$607K	0.1%Prev: 0.1%	13,444 SH	Decreased-561 SH
NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$454K	0.1%Prev: 0.1%	1,830 SH	Decreased-760 SH
NORTHERN LTS FD TR IV	INSPIRE INTL ETF	$832K	0.2%Prev: 0.2%	22,817 SH	Decreased-6,209 SH
NORTHERN LTS FD TR IV	INSPIRE SML/ MID	$300K	0.1%Prev: 0.1%	7,779 SH	Decreased-2,013 SH
NUCOR CORP	COM	$427K	0.1%Prev: 0.1%	2,617 SH	Decreased+276 SH
NUVEEN MUN VALUE FD INC	COM	$429K	0.1%Prev: 0.2%	47,337 SH	Decreased-84,688 SH
NVIDIA CORPORATION	COM	$2.7M	0.6%Prev: 0.8%	14,348 SH	Decreased-8,258 SH
ORACLE CORP	COM	$1.9M	0.4%	9,518 SH	New
PACER FDS TR	TRENDP US LAR CP	$2.8M	0.6%Prev: 0.5%	49,597 SH	Decreased+1,704 SH
PACER FDS TR	TRENDP US MID CP	$1.3M	0.3%Prev: 0.2%	36,618 SH	Increased+3,472 SH
PACER FDS TR	TRENDPILOT INTL	$1.4M	0.3%Prev: 0.2%	43,139 SH	Increased+6,629 SH
PACER FDS TR	US CASH COWS 100	$1.5M	0.3%Prev: 0.2%	25,069 SH	Increased+10,253 SH
PACER FDS TR	US SMALL CAP CAS	$410K	0.1%	9,248 SH	New
PALO ALTO NETWORKS INC	COM	$1.6M	0.3%	8,448 SH	New
PARKER-HANNIFIN CORP	COM	$1.7M	0.4%Prev: 0.3%	1,982 SH	Decreased+87 SH
QUANTA SVCS INC	COM	$1.7M	0.4%Prev: 0.0%	4,019 SH	Increased+3,693 SH
REDDIT INC	CL A	$1.7M	0.3%	7,211 SH	New
ROBINHOOD MKTS INC	COM CL A	$1.5M	0.3%	13,473 SH	New
RPM INTL INC	COM	$1.0M	0.2%Prev: 0.2%	9,973 SH	Increased
S&P GLOBAL INC	COM	$1.6M	0.3%	3,051 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.3%Prev: 0.2%	47,356 SH	Increased+5,442 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$26.8M	5.6%Prev: 5.9%	975,957 SH	Decreased-145,090 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$17.3M	3.6%Prev: 2.3%	530,584 SH	Increased+145,589 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$16.4M	3.4%Prev: 2.1%	553,330 SH	Increased+173,868 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$744K	0.2%Prev: 0.1%	26,127 SH	Decreased+232 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.6M	0.3%	5,689 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$1.3M	0.3%	10,911 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$293K	0.1%	5,343 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.4M	0.3%	9,279 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$2.7M	0.6%	19,090 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.7M	0.4%	10,819 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$330K	0.1%	484 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$205K	0.0%	1,475 SH	New
STRATEGY SHS	EVENTIDE LARGE C	$300K	0.1%	12,026 SH	New
STRATEGY SHS	EVENTIDE SMALL C	$262K	0.1%	10,124 SH	New
TESLA INC	COM	$2.3M	0.5%Prev: 0.4%	5,103 SH	Increased-1,187 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$1.4M	0.3%	57,550 SH	New
TIMOTHY PLAN	U S SM CP CORE	$222K	0.0%Prev: 0.0%	5,352 SH	Decreased+333 SH
TRANE TECHNOLOGIES PLC	SHS	$1.4M	0.3%	3,725 SH	New
ULTA BEAUTY INC	COM	$1.6M	0.3%	2,648 SH	New
VANECK ETF TRUST	ISRAEL ETF	$2.2M	0.5%Prev: 0.3%	37,527 SH	Increased+5,857 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$41.0M	8.5%Prev: 7.8%	395,654 SH	Decreased-56,887 SH
VANECK MERK GOLD ETF	GOLD SHS	$601K	0.1%Prev: 0.1%	14,487 SH	Increased+2,591 SH
VANGUARD INDEX FDS	GROWTH ETF	$529K	0.1%	1,085 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$15.8M	3.3%Prev: 3.6%	25,238 SH	Decreased-6,619 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$21.9M	4.6%	103,424 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$21.8M	4.5%	72,098 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$394K	0.1%	1,174 SH	New
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$14.9M	3.1%	196,882 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.3M	1.9%Prev: 1.4%	64,881 SH	Increased+7,757 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.3M	1.3%Prev: 1.0%	101,569 SH	Decreased+10,442 SH
VISTRA CORP	COM	$1.6M	0.3%	9,998 SH	New
WALMART INC	COM	$1.7M	0.4%Prev: 0.3%	15,559 SH	Decreased-2,627 SH
WISDOMTREE BITCOIN FD	SHS BEN INT	$2.4M	0.5%Prev: 0.5%	26,307 SH	Decreased-11,688 SH
WISDOMTREE TR	INDIA ERNGS FD	$1.5M	0.3%Prev: 0.2%	33,390 SH	Increased+9,948 SH
WISDOMTREE TR	US QTLY DIV GRT	$255K	0.1%Prev: 0.0%	2,851 SH	Decreased+52 SH

Sold (vs prior filing)

ALLSTATE CORP — $1.7M
AMGEN INC — $2.0M
APPLIED DIGITAL CORP — $1.5M
BANK OF NY MELLON CORP — $301K
BOEING CO — $1.5M
BUNGE GLOBAL SA — $1.7M
CHEVRON CORPORATION — $1.8M
COREWEAVE INC — $1.7M
CREDO TECHNOLOGY GROUP HOLDI — $263K
CROWDSTRIKE HLDGS INC — $213K
DATADOG INC — $2.0M
DELL TECHNOLOGIES INC — $2.0M
DELTA AIR LINES INC — $1.6M
DIMENSIONAL ETF TRUST — $249K
ELI LILLY & CO — $399K
FIRST TR EXCHANGE TRADED FD — $425K
HALOZYME THERAPEUTICS INC — $247K
HF SINCLAIR CORP — $246K
IES HOLDINGS INC — $247K
ISHARES TR — $279K
… and 26 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0002085853-26-000069	$479.3M	View
Oct 9, 2026	Q3 2026	13F-HR	0002085853-26-001124	$614.0M	View
Oct 16, 2025	Q3 2025