account_balance
Investment manager · 13F filer · SEC CIK 1973849
Whitaker-Myers Wealth Managers, LTD.
Reported value$614Mas of Sep 30, 2026
Positions123 21 new, 11 sold out
Top 10 weight53.9%MOAT alone is 8%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MOATVaneck ETF Trust
7.8%Added +5%
QQQMInvesco Exch Traded Fd Tr II
6.6%Added +8%
DBEFDBX ETF Tr
6.4%
SPMOInvesco Exch Traded Fd Tr II
6.2%Added +13%
SCHDSchwab Strategic Tr
5.9%Added +8%
IDMOInvesco Exch Traded Fd Tr II
4.7%Added +9%
VBKVanguard Index FDS
4.4%Added +2%
VBRVanguard Index FDS
4.4%
VBILVanguard Instl Index Fd
4.0%Added +11%
VOOVanguard Index FDS
3.6%Added +5%
IDLVInvesco Exch Traded Fd Tr II
3.1%+10%
JPSTJ P Morgan Exchange Traded F
3.1%+14%
MOATVaneck ETF Trust
7.8%+5%
QQQMInvesco Exch Traded Fd Tr II
6.6%
DBEFDBX ETF Tr
6.4%
SPMOInvesco Exch Traded Fd Tr II
6.2%
SCHDSchwab Strategic Tr
5.9%
IDMOInvesco Exch Traded Fd Tr II
4.7%+9%
VBKVanguard Index FDS
4.4%
VBRVanguard Index FDS
4.4%
VBILVanguard Instl Index Fd
4.0%
VOO3.6%
IDLV
JPST
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MOAT Vaneck ETF Trust 7.8% Added +5%
QQQM Invesco Exch Traded Fd Tr II 6.6% Added +8%
DBEF DBX ETF Tr 6.4% Held
SPMO Invesco Exch Traded Fd Tr II 6.2% Added +13%
SCHD Schwab Strategic Tr 5.9% Added +8%
IDMO Invesco Exch Traded Fd Tr II 4.7% Added +9%
VBK Vanguard Index FDS 4.4% Added +2%
VBR Vanguard Index FDS 4.4% Held
VBIL Vanguard Instl Index Fd 4.0% Added +11%
VOO Vanguard Index FDS 3.6% Added +5%
IDLV Invesco Exch Traded Fd Tr II 3.1% Added +10%
JPST J P Morgan Exchange Traded F 3.1% Added +14%
What changed
Biggest moves since Jun 30, 2026
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