Whitaker-Myers Wealth Managers, LTD.

Q3 2026 13F-HR Holdings

Location
Mansfield, OH
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$613,997
Net value change ($000)
+15,233 (2.5%)
New positions
21
Sold out positions
11
Turnover %
12.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOT 18,895 NEW
JPIE 18,193 NEW
GRNY 10,284 711.7%
SCHD 3,426 10.4%
QQQM 3,256 8.7%
MOAT 3,062 6.8%
IDMO 2,662 10.2%
NVDA 2,412 87.7%
VBIL 2,391 10.9%
JPST 2,266 13.6%
Top Reduces (Value $000, Stocks/ETFs)
IWP -18,319 -81.0%
SCHV -7,424 -37.0%
SCHG -5,771 -29.4%
MTB -2,668 -100.0%
AMD -2,585 -84.8%
PWR -2,426 -92.1%
TT -2,426 -100.0%
GS -2,399 -100.0%
GILD -2,310 -100.0%
MAR -2,270 -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