Whitaker-Myers Wealth Managers, LTD.

Q3 2025 13F-HR Holdings

Location
Mansfield, OH
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
116
Total value ($000)
$458,603
Net value change ($000)
+61,629 (15.5%)
New positions
31
Sold out positions
24
Turnover %
25.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
SPMO 25,215 NEW
IDMO 20,435 NEW
IDLV 13,801 NEW
VBIL 13,265 NEW
RECS 5,659 NEW
VEA 5,543 NEW
VOO 3,214 32.5%
VBK 3,160 17.6%
VBR 2,790 15.3%
SCHD 2,563 10.2%
Top Reduces (Value $000, Stocks/ETFs)
MOAT -20,990 -34.0%
ISRA -13,445 -85.1%
EPI -12,226 -86.9%
DBEF -4,080 -11.6%
JPST -3,890 -26.1%
SPY -2,376 -88.2%
PWR -1,270 -100.0%
AXON -1,244 -81.8%
VSS -1,198 -12.3%
JPM -1,114 -44.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type