Whitaker-Myers Wealth Managers, LTD.

Q2 2025 13F-HR Holdings

Location
Mansfield, OH
Holdings as of
6/30/2025
Date filed
7/7/2025
Form type
13F-HR
Num holdings
109
Total value ($000)
$396,974
Net value change ($000)
—
New positions
108
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/16/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MOAT 61,765 —
DBEF 35,062 —
QQQM 31,167 —
SCHD 25,179 —
VBR 18,243 —
VBK 17,957 —
IWP 17,849 —
ISRA 15,796 —
JPST 14,879 —
SCHG 14,439 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type