Whitaker-Myers Wealth Managers, LTD.

Q2 2026 13F-HR Holdings

Location
Mansfield, OH
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$598,764
Net value change ($000)
+97,144 (19.4%)
New positions
13
Sold out positions
8
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 11,798 49.4%
QQQM 9,145 32.4%
VBK 5,847 25.6%
MOAT 5,567 14.2%
DBEF 5,293 15.8%
VBR 4,431 18.9%
VBIL 4,351 24.6%
IDMO 4,259 19.5%
IWP 4,250 23.1%
VOO 3,229 18.4%
Top Reduces (Value $000, Stocks/ETFs)
KO -2,216 -100.0%
AXP -2,117 -100.0%
PANW -2,108 -100.0%
FSLR -1,941 -100.0%
QXO -1,939 -100.0%
HII -1,753 -100.0%
XLE -1,338 -100.0%
XLF -840 -33.1%
XLI -830 -32.2%
META -314 -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