WM

Whitaker-Myers Wealth Managers, LTD.

13F
Whitaker-Myers Wealth Managers, LTD.
Last update 2025-07-07 109 Stocks (9 new)
Value $397.00 Mil Turnover 10 %
Countries:
Top Holdings: MOAT(15.56%)DBEF(8.83%)QQQM(7.85%)SCHD(6.34%)VBR(4.60%)
Summary Stock Picks Current Portfolio
Whitaker-Myers Wealth Managers... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MOAT
VanEck Morningstar Wide Moat ETF
658,546
61,765.0
+6.42%
15.560
+0.94%
0.490
+18.48%
+3.63%
12,795.7
 
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
801,420
35,062.1
+10.95%
8.830
+0.87%
0.450
+11.27%
+9.93%
7,845.6
 
QQQM
Invesco NASDAQ 100 ETF
137,241
31,167.4
+7.23%
7.850
+0.53%
0.060
+26.54%
+10.13%
54,544.0
 
SCHD
Schwab US Dividend Equity ETF
950,145
25,178.8
+5.68%
6.340
+0.34%
0.040
+7.34%
+0.77%
70,469.5
 
VBR
Vanguard Small Cap Value ETF
93,548
18,242.9
+10.12%
4.600
+0.42%
0.070
+16.37%
+2.31%
28,479.3
 
VBK
Vanguard Small Cap Growth ETF
64,839
17,956.6
+13.52%
4.520
+0.54%
0.110
+19.83%
+1.36%
18,252.8
 
IWP
iShares Russell Mid-Cap Growth ETF
128,703
17,848.5
+10.21%
4.500
+0.42%
0.080
+24.23%
+11.07%
19,689.7
 
ISRA
VanEck Israel ETF
304,754
15,796.4
+3.98%
3.980
+0.15%
14.170
+23.03%
+18.68%
113.7
 
JPST
JPMorgan Ultra-Short Income ETF
293,581
14,878.7
+18.19%
3.750
+0.58%
0.050
+1.35%
+2.74%
32,077.9
 
SCHG
Schwab U.S. Large-Cap Growth ETF
494,318
14,439.0
+26.13%
3.640
+0.75%
0.030
+25.66%
+6.92%
45,305.9
 

Whitaker-Myers Wealth Managers, LTD.'s Historical Top Holdings Breakdowns

Whitaker-Myers Wealth Managers, LTD.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PHYS
Sprott Physical Gold Trust
2025-06-30
Reduce
Reduce
-4.14%
●
22.82 ($25.11) 26.29
$25.64
2.11%
Reduce -98.15%
11,545
-613,807
PSLV
Sprott Physical Silver Trust
2025-06-30
Sold Out
Sold Out
-1.46%
●
9.98 ($11.33) 12.51
$12.87
13.59%
Sold Out
0
-450,074
MOAT
VanEck Morningstar Wide Moat ETF
2025-06-30
Add
Add
+0.94%
●
76.53 ($87.73) 93.79
$96.10
9.54%
Add 6.42%
658,546
39,723
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
2025-06-30
Add
Add
+0.87%
●
38.18 ($43.38) 45.52
$44.07
1.59%
Add 10.95%
801,420
79,093
SCHV
Schwab U.S. Large-Cap Value ETF
2025-06-30
Add
Add
+0.78%
●
23.55 ($26.29) 27.67
$27.99
6.47%
Add 29.62%
488,069
111,536
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Add
Add
+0.75%
●
22.27 ($26.42) 29.21
$29.74
12.57%
Add 26.13%
494,318
102,415
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
Add
Add
+0.58%
●
50.36 ($50.51) 50.68
$50.60
0.18%
Add 18.19%
293,581
45,176
VBK
Vanguard Small Cap Growth ETF
2025-06-30
Add
Add
+0.54%
●
219.76 ($257.42) 276.94
$283.00
9.94%
Add 13.52%
64,839
7,720
QQQM
Invesco NASDAQ 100 ETF
2025-06-30
Add
Add
+0.53%
●
171.4 ($204.58) 227.1
$231.05
12.94%
Add 7.23%
137,241
9,252
IWP
iShares Russell Mid-Cap Growth ETF
2025-06-30
Add
Add
+0.42%
●
104.34 ($126.36) 138.68
$140.64
11.30%
Add 10.21%
128,703
11,928

Whitaker-Myers Wealth Managers, LTD. Total Holding History ($B)

To

Whitaker-Myers Wealth Managers, LTD.'s Asset Allocation

To

Whitaker-Myers Wealth Managers, LTD. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Whitaker-Myers Wealth Managers, LTD.'s Hypothetical Growth since 2025-06-30

Whitaker-Myers Wealth Managers, LTD.'s Yearly Returns

Year Portfolio % % Excess Gain %

Whitaker-Myers Wealth Managers, LTD.'s Holdings Heat Map

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Whitaker-Myers Wealth Managers, LTD.'s Holdings Bubble Chart

Whitaker-Myers Wealth Managers, LTD. News

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