Whitaker-Myers Wealth Managers, LTD. ETF holdings
Mansfield, OH
Reported $516.9M in 73 ETFs in its Form 13F for June 30, 2026.
ETF value
$516.9M
ETFs held
73
Change from prior quarter
+19.1%
With price moves
ETFs as a share of its 13F
86.3%
of $598.8M
Top 10 of 73 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MOAT | VanEck Morningstar Wide Moat ETF | $44.8M | 430,701 | +25,230 shares |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $38.8M | 709,831 | +32,000 shares |
| QQQM | Invesco NASDAQ 100 ETF | $37.4M | 123,304 | +4,574 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $35.7M | 220,770 | +7,898 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $33.0M | 1,042,013 | +61,308 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $28.6M | 78,324 | +2,901 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $27.9M | 114,681 | +6,809 shares |
| IDMO | Invesco S&P International Developed Momentum ETF | $26.1M | 432,402 | +34,679 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $22.6M | 154,430 | +11,127 shares |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | $22.0M | 291,022 | +57,399 shares |
63 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001973849. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Whitaker-Myers Wealth Managers, LTD. own?
Whitaker-Myers Wealth Managers, LTD. reported 73 ETF positions worth $516.9M in its Form 13F for June 30, 2026. The largest was MOAT, at $44.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.