Whitaker-Myers Wealth Managers, LTD.
Whitaker-Myers Wealth Managers, LTD. reported 113 positions worth $598.8M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: MOAT (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MOAT | SH | $44.8M | 7.48% | 430,701 | — | — | |
| ▸ 2 | DBEF | SH | $38.8M | 6.48% | 709,831 | — | — | |
| ▸ 3 | QQQM | SH | $37.4M | 6.24% | 123,304 | — | — | |
| ▸ 4 | SPMO | SH | $35.7M | 5.96% | 220,770 | — | — | |
| ▸ 5 | SCHD | SH | $33.0M | 5.52% | 1,042,013 | — | — | |
| ▸ 6 | VBK | SH | $28.6M | 4.78% | 78,324 | — | — | |
| ▸ 7 | VBR | SH | $27.9M | 4.65% | 114,681 | — | — | |
| ▸ 8 | IDMO | SH | $26.1M | 4.35% | 432,402 | — | — | |
| ▸ 9 | IWP | SH | $22.6M | 3.78% | 154,430 | — | — | |
| ▸ 10 | VBIL | SH | $22.0M | 3.68% | 291,022 | — | — |
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Frequently Asked Questions
What stocks does Whitaker-Myers Wealth Managers, LTD. hold as of Q2 2026?
Whitaker-Myers Wealth Managers, LTD. reported 113 positions worth $598.8M in its Q2 2026 13F filing. Largest positions: MOAT (7.5%), DBEF (6.5%), QQQM (6.2%), SPMO (6.0%) and SCHD (5.5%).
What did Whitaker-Myers Wealth Managers, LTD. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Whitaker-Myers Wealth Managers, LTD. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.