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: $614.0M123 positionsView on SEC.gov

			% of Portfolio
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$262K	0.0%Prev: 0.0%	4,568 SH	Increased-188 SH
ADVANCED MICRO DEVICES INC	COM	$464K	0.1%Prev: 0.5%	758 SH	Decreased-13,738 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.7M	0.3%Prev: 0.2%	15,857 SH	Increased+10,989 SH
ALLSTATE CORP	COM	$1.7M	0.3%	7,476 SH	New
ALPHABET INC	CAP STK CL A	$2.3M	0.4%Prev: 0.1%	6,746 SH	Increased+4,918 SH
ALPHABET INC	CAP STK CL C	$558K	0.1%Prev: 0.1%	1,638 SH	Increased-142 SH
AMAZON COM INC	COM	$2.5M	0.4%Prev: 0.3%	10,197 SH	Increased+3,578 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$628K	0.1%Prev: 0.2%	5,330 SH	Decreased-3,388 SH
AMGEN INC	COM	$2.0M	0.3%	4,731 SH	New
APPLE INC	COM	$3.0M	0.5%Prev: 0.6%	9,029 SH	Increased-1,943 SH
APPLIED DIGITAL CORP	COM NEW	$1.5M	0.3%	63,137 SH	New
ARISTA NETWORKS INC	COM SHS	$653K	0.1%Prev: 0.6%	3,209 SH	Decreased-14,947 SH
BANK OF NY MELLON CORP	COM	$301K	0.0%	2,082 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.3%Prev: 0.2%	4,119 SH	Increased+2,251 SH
BOEING CO	COM	$1.5M	0.2%	7,951 SH	New
BUNGE GLOBAL SA	COM SHS	$1.7M	0.3%	15,954 SH	New
CARPENTER TECHNOLOGY CORP	COM	$1.6M	0.3%Prev: 0.2%	4,233 SH	Increased+989 SH
CATERPILLAR INC	COM	$221K	0.0%	273 SH	New
CHEVRON CORPORATION	COM	$1.8M	0.3%	8,945 SH	New
COLUMBIA ETF TR I	RESH ENHNC COR	$11.0M	1.8%Prev: 1.2%	244,312 SH	Increased+104,058 SH
COREWEAVE INC	COM CL A	$1.7M	0.3%	19,920 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$263K	0.0%	1,348 SH	New
CROWDSTRIKE HLDGS INC	CL A	$213K	0.0%	804 SH	New
CSX CORP	COM	$1.8M	0.3%	39,395 SH	New
DATADOG INC	CL A COM	$2.0M	0.3%	7,212 SH	New
DBX ETF TR	XTRACK MSCI ALL	$374K	0.1%Prev: 0.1%	7,848 SH	Increased-797 SH
DBX ETF TR	XTRACK MSCI EAFE	$39.1M	6.4%Prev: 6.8%	710,977 SH	Increased+43,552 SH
DELL TECHNOLOGIES INC	CL C	$2.0M	0.3%	3,656 SH	New
DELTA AIR LINES INC	COM NEW	$1.6M	0.3%	19,759 SH	New
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$249K	0.0%	5,217 SH	New
ELI LILLY & CO	COM	$399K	0.1%	345 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$890K	0.1%Prev: 0.1%	12,251 SH	Increased+9,601 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.1M	0.2%Prev: 0.4%	13,674 SH	Decreased-15,752 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$425K	0.1%	10,473 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.1M	0.2%Prev: 0.3%	11,308 SH	Decreased-1,055 SH
FIRST TR EXCHANGE-TRADED FD	COM SHS ANNUAL	$285K	0.0%Prev: 0.0%	3,252 SH	Increased+484 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$1.2M	0.2%Prev: 0.4%	26,153 SH	Decreased-14,819 SH
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$608K	0.1%Prev: 0.2%	14,246 SH	Decreased-7,860 SH
GE VERNOVA INC	COM	$1.9M	0.3%	1,994 SH	New
HALOZYME THERAPEUTICS INC	COM	$247K	0.0%	2,240 SH	New
HF SINCLAIR CORP	COM	$246K	0.0%	2,293 SH	New
IES HOLDINGS INC	COM	$247K	0.0%	770 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$40.6M	6.6%Prev: 6.9%	133,319 SH	Increased+5,019 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$37.9M	6.2%Prev: 5.5%	250,052 SH	Increased+41,768 SH
INVESCO EXCH TRADED FD TR II	S&P INTL LOW	$19.2M	3.1%Prev: 3.0%	561,643 SH	Increased+149,673 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$28.7M	4.7%Prev: 4.5%	470,707 SH	Increased+92,209 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$335K	0.1%Prev: 0.1%	5,314 SH	Decreased-2,467 SH
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$264K	0.0%Prev: 0.1%	4,702 SH	Decreased-889 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$610K	0.1%Prev: 0.2%	5,466 SH	Decreased-1,514 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP VLU MNT	$17.8M	2.9%Prev: 3.1%	254,611 SH	Increased+26,796 SH
INVESCO QQQ TR	UNIT SER 1	$959K	0.2%Prev: 0.3%	1,297 SH	Decreased-645 SH
ISHARES ETHEREUM TR	SHS	$2.0M	0.3%	99,801 SH	New
ISHARES SILVER TR	ISHARES	$299K	0.0%Prev: 0.1%	5,485 SH	Decreased-2,205 SH
ISHARES TR	CORE S&P MCP ETF	$341K	0.1%Prev: 0.1%	4,739 SH	Decreased-1,115 SH
ISHARES TR	CORE S&P TTL STK	$1.4M	0.2%Prev: 0.3%	8,715 SH	Increased+413 SH
ISHARES TR	CORE S&P500 ETF	$279K	0.0%	364 SH	New
ISHARES TR	MRGSTR MD CP GRW	$374K	0.1%Prev: 0.1%	3,987 SH	Decreased-2,611 SH
ISHARES TR	MSCI ACWI EXUS	$597K	0.1%Prev: 0.1%	13,148 SH	Increased+288 SH
ISHARES TR	RUS MD CP GR ETF	$4.3M	0.7%Prev: 4.2%	31,167 SH	Decreased-104,664 SH
ISHARES TR	RUS MDCP VAL ETF	$5.4M	0.9%Prev: 1.1%	33,788 SH	Increased-2,143 SH
ISHARES TR	S&P MC 400GR ETF	$3.8M	0.6%Prev: 0.5%	34,945 SH	Increased+11,018 SH
ISHARES TR	S&P MC 400VL ETF	$3.7M	0.6%Prev: 0.5%	26,987 SH	Increased+8,347 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$18.2M	3.0%	405,276 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$19.0M	3.1%Prev: 2.4%	376,694 SH	Increased+160,086 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$349K	0.1%Prev: 0.1%	7,179 SH	Increased+2,449 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$251K	0.0%	4,974 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$1.9M	0.3%	12,696 SH	New
JPMORGAN CHASE & CO	COM	$2.4M	0.4%	7,299 SH	New
LUMENTUM HLDGS INC	COM	$2.0M	0.3%	2,033 SH	New
MERCK & CO INC	COM	$2.1M	0.3%	14,361 SH	New
META PLATFORMS INC	CL A	$210K	0.0%Prev: 0.6%	289 SH	Decreased-3,184 SH
MICROSOFT CORP	COM	$1.6M	0.3%Prev: 0.4%	3,124 SH	Decreased-114 SH
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$757K	0.1%Prev: 0.1%	14,005 SH	Increased+322 SH
NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$705K	0.1%Prev: 0.1%	2,590 SH	Increased+767 SH
NORTHERN LTS FD TR IV	INSPIRE INTL ETF	$1.1M	0.2%Prev: 0.1%	29,026 SH	Increased+20,488 SH
NORTHERN LTS FD TR IV	INSPIRE SML/ MID	$454K	0.1%Prev: 0.1%	9,792 SH	Increased+2,142 SH
NUCOR CORP	COM	$547K	0.1%Prev: 0.1%	2,341 SH	Increased-978 SH
NUVEEN MUN VALUE FD INC	COM	$1.1M	0.2%Prev: 0.1%	132,025 SH	Increased+84,688 SH
NVIDIA CORPORATION	COM	$5.2M	0.8%Prev: 1.1%	22,606 SH	Increased-4,902 SH
PACER FDS TR	TRENDP US LAR CP	$2.9M	0.5%Prev: 0.7%	47,893 SH	Decreased-8,971 SH
PACER FDS TR	TRENDP US MID CP	$1.3M	0.2%Prev: 0.3%	33,146 SH	Decreased-5,870 SH
PACER FDS TR	TRENDPILOT INTL	$1.3M	0.2%Prev: 0.3%	36,510 SH	Decreased-11,100 SH
PACER FDS TR	US CASH COWS 100	$989K	0.2%Prev: 0.4%	14,816 SH	Decreased-18,100 SH
PACER FDS TR	US SM CAP CA ETF	$230K	0.0%	4,315 SH	New
PARKER-HANNIFIN CORP	COM	$1.8M	0.3%	1,895 SH	New
QUANTA SVCS INC	COM	$209K	0.0%	326 SH	New
RPM INTL INC	COM	$984K	0.2%Prev: 0.3%	9,973 SH	Decreased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.2%Prev: 0.3%	41,914 SH	Increased-5,339 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$36.5M	5.9%Prev: 6.0%	1,121,047 SH	Increased+104,869 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$13.8M	2.3%Prev: 3.5%	384,995 SH	Decreased-122,818 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$12.6M	2.1%Prev: 3.3%	379,462 SH	Decreased-137,361 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$845K	0.1%Prev: 0.2%	25,895 SH	Increased-3,141 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$2.2M	0.4%	35,387 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$2.7M	0.4%	50,351 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$310K	0.1%	1,857 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$2.5M	0.4%	12,729 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$334K	0.1%	2,213 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$350K	0.1%	459 SH	New
STRATEGY SHS	EVEN HIGH DI ETF	$215K	0.0%	7,089 SH	New
STRATEGY SHS	EVEN LA GROW ETF	$465K	0.1%	16,370 SH	New
STRATEGY SHS	EVEN LA VALU ETF	$214K	0.0%	7,730 SH	New
STRATEGY SHS	EVEN SMAL CA ETF	$371K	0.1%	12,959 SH	New
TESLA INC	COM	$2.2M	0.4%Prev: 0.3%	6,290 SH	Increased+2,849 SH
TIDAL TRUST I	FUND GRAN US ETF	$11.7M	1.9%	421,443 SH	New
TIDAL TRUST III	FUND GRA MID ETF	$236K	0.0%	8,022 SH	New
TIMOTHY PLAN	U S SM CP CORE	$224K	0.0%Prev: 0.1%	5,019 SH	Decreased-6,576 SH
VANECK ETF TRUST	ISRAEL ETF	$2.1M	0.3%Prev: 0.5%	31,670 SH	Decreased-11,389 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$47.8M	7.8%Prev: 8.9%	452,541 SH	Increased+41,131 SH
VANECK MERK GOLD ETF	GOLD SHS	$475K	0.1%Prev: 0.1%	11,896 SH	Decreased-2,593 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$571K	0.1%	6,335 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$18.9M	3.1%	64,686 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$27.0M	4.4%	79,966 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$26.8M	4.4%	115,980 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$458K	0.1%	1,224 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$22.3M	3.6%Prev: 2.9%	31,857 SH	Increased+10,440 SH
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$24.4M	4.0%	322,457 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$8.9M	1.4%Prev: 1.9%	57,124 SH	Increased-3,032 SH
VANGUARD STAR FDS	VG TL INTL STK F	$291K	0.0%Prev: 0.1%	3,426 SH	Increased-468 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.4M	1.0%Prev: 1.2%	91,127 SH	Increased-1,383 SH
WALMART INC	COM	$1.9M	0.3%Prev: 0.2%	18,186 SH	Increased+8,781 SH
WISDOMTREE BITCOIN FD	SHS BEN INT	$3.4M	0.5%Prev: 0.5%	37,995 SH	Increased+19,905 SH
WISDOMTREE TR	INDIA ERNGS FD	$955K	0.2%Prev: 0.4%	23,442 SH	Decreased-18,160 SH
WISDOMTREE TR	US QTLY DIV GRT	$272K	0.0%Prev: 0.1%	2,799 SH	Increased-66 SH

Sold (vs prior filing)

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CAMECO CORP — $845K
CELESTICA INC — $837K
COINBASE GLOBAL INC — $873K
DEERE & CO — $754K
EMCOR GROUP INC — $1.0M
FIRST SOLAR INC — $868K
FIRST TR EXCHANGE-TRADED FD — $670K
GE AEROSPACE — $941K
GOLDMAN SACHS GROUP INC — $2.4M
JACOBS SOLUTIONS INC — $783K
JOHNSON CTLS INTL PLC — $819K
JPMORGAN CHASE & CO. — $1.4M
KRATOS DEFENSE & SEC SOLUTIO — $1.1M
KROGER CO — $819K
NEXTNAV INC — $61K
NORTHERN LTS FD TR IV — $359K
ORACLE CORP — $1.0M
PACER FDS TR — $501K
… and 24 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