Whitaker-Myers Wealth Managers, LTD.

Q1 2026 13F-HR Holdings

Location
Mansfield, OH
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$501,620
Net value change ($000)
+22,287 (4.6%)
New positions
10
Sold out positions
17
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHD 3,318 12.4%
VBIL 2,823 19.0%
BG 2,266 NEW
XLF 2,243 765.5%
KO 2,216 NEW
MRK 2,129 NEW
AXP 2,117 NEW
AMGN 2,104 NEW
MTB 2,058 NEW
GILD 2,006 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLK -2,506 -91.2%
MOAT -1,765 -4.3%
SHOP -1,742 -100.0%
APP -1,690 -100.0%
RDDT -1,658 -100.0%
ULTA -1,602 -100.0%
SPGI -1,594 -100.0%
CCJ -1,586 -100.0%
STX -1,567 -100.0%
GLXY -1,546 -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.
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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