Whitaker-Myers Wealth Managers, LTD.

Q4 2025 13F-HR Holdings

Location
Mansfield, OH
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$479,333
Net value change ($000)
+20,730 (4.5%)
New positions
16
Sold out positions
16
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VOO 2,713 20.7%
RECS 1,788 31.6%
PH 1,742 NEW
SHOP 1,742 NEW
PWR 1,696 NEW
APP 1,690 NEW
GEV 1,676 NEW
HII 1,676 NEW
ULTA 1,602 NEW
CSX 1,598 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -2,456 -47.9%
ANET -2,268 -85.7%
QQQM -2,189 -6.9%
GS -2,148 -87.8%
META -2,142 -84.0%
AMD -2,065 -88.1%
XLF -1,841 -86.3%
SPMO -1,203 -4.8%
KTOS -1,141 -100.0%
LRN -1,059 -100.0%
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