13F-HR filed by Whitaker-Myers Wealth Managers, LTD.
Whitaker-Myers Wealth Managers, LTD. filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-08 21:45:35 UTC, with 123 holding rows worth $613,996,779.
- Accession
- 0002085853-26-001124
- Filer
- CIK 1973849
- Filed
- 2026-10-09
- Accepted by EDGAR
- Ingested
- Source
- EDGAR daily index
13F report for Q3 2026
A holdings report, 123 entries on the cover page, a total value of $613,996,779 stated on the cover page (in dollars after the unit check, H1), rows summing to $613,996,779 with VALUE read as dollars as filed, 13F file number 028-23186. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 452,541 | $47,838,079 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 133,319 | $40,614,199 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 710,977 | $39,068,196 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 250,052 | $37,902,863 | dollars as filed | |
| SCHD | 808524797 | COM | 1,121,047 | $36,467,662 | dollars as filed | |
| Invesco S&P International Dev Momt ETF | 46138E222 | SHS | 470,707 | $28,731,976 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 79,966 | $27,014,863 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 115,980 | $26,794,915 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 322,457 | $24,416,463 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 31,857 | $22,327,524 | dollars as filed | |
| INVESCO TR II ETF S&P INTL DEV LOW LOW VOLATILITY | 46138E230 | ETF | 561,643 | $19,196,947 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 376,694 | $18,974,100 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 64,686 | $18,894,722 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 405,276 | $18,192,836 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V456 | S&P MDCP VLU MNT | 254,611 | $17,759,122 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 384,995 | $13,832,868 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 379,462 | $12,639,882 | dollars as filed | |
| TIDAL TRUST I | 886364231 | FUND GRAN US ETF | 421,443 | $11,728,746 | dollars as filed | |
| COLUMBIA ETF TR I | 19761L706 | RESH ENHNC COR | 244,312 | $11,016,047 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 57,124 | $8,868,518 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 91,127 | $6,434,493 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 33,788 | $5,431,008 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 22,606 | $5,162,671 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 31,167 | $4,291,106 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 34,945 | $3,830,376 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 26,987 | $3,716,429 | dollars as filed | |
| WISDOMTREE BITCOIN FD | 97720F101 | SHS BEN INT | 37,995 | $3,354,222 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,029 | $3,006,919 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 47,893 | $2,850,092 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 50,351 | $2,688,717 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 10,197 | $2,540,706 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 12,729 | $2,491,675 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 7,299 | $2,414,858 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,746 | $2,321,008 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 6,290 | $2,231,597 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 35,387 | $2,176,282 | dollars as filed | |
| VANECK ETF TRUST | 92189F635 | ISRAEL ETF | 31,670 | $2,111,555 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 14,361 | $2,086,790 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,119 | $2,051,085 | dollars as filed | |
| iShares Ethereum Trust | 46438R105 | COM | 99,801 | $2,007,988 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 4,731 | $1,994,058 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 7,212 | $1,975,011 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 2,033 | $1,974,124 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 3,656 | $1,966,668 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,994 | $1,894,894 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 18,186 | $1,889,925 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 12,696 | $1,887,189 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 39,395 | $1,832,253 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 8,945 | $1,826,578 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 1,895 | $1,810,339 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 19,920 | $1,735,474 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 15,954 | $1,706,283 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 15,857 | $1,705,297 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 7,476 | $1,658,649 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 19,759 | $1,649,128 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 4,233 | $1,645,817 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,124 | $1,602,217 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 63,137 | $1,538,649 | dollars as filed | |
| Boeing Company | 097023105 | COM | 7,951 | $1,479,354 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 8,715 | $1,449,088 | dollars as filed | |
| PACER TRENDPILOT INTERNATIONAL ETF | 69374H683 | ETF | 36,510 | $1,330,783 | dollars as filed | |
| PACER FDS TR | 69374H204 | TRENDP US MID CP | 33,146 | $1,296,359 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 41,914 | $1,228,491 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 26,153 | $1,226,829 | dollars as filed | |
| INSPIRE INTERNATIONAL ETF | 66538H419 | ETF | 29,026 | $1,125,352 | dollars as filed | |
| NUVEEN MUN VALUE FD INC | 670928100 | COM | 132,025 | $1,094,487 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 13,674 | $1,070,549 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 11,308 | $1,061,301 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 14,816 | $989,141 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 9,973 | $984,036 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,297 | $959,131 | dollars as filed | |
| WISDOMTREE TR | 97717W422 | INDIA ERNGS FD | 23,442 | $954,811 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 12,251 | $889,913 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 25,895 | $844,952 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H534 | INSPIRE 100 ETF | 14,005 | $757,135 | dollars as filed | |
| INSPIRE 500 ETF | 66537J796 | ETF | 2,590 | $704,789 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 3,209 | $653,279 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 5,330 | $627,674 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 5,466 | $610,301 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P108 | INTL COR DIV TIL | 14,246 | $607,715 | dollars as filed | |
| ISHARES TR | 46435G847 | MSCI ACWI EXUS | 13,148 | $596,930 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 6,335 | $570,840 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,638 | $558,295 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 2,341 | $547,209 | dollars as filed | |
| VanEck Merk Gold Trust | 921078101 | SHS | 11,896 | $474,650 | dollars as filed | |
| STRATEGY SHS | 86280R118 | EVEN LA GROW ETF | 16,370 | $464,572 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 758 | $463,987 | dollars as filed | |
| VTI | 922908769 | COM | 1,224 | $458,195 | dollars as filed | |
| INSPIRE SMALL/MID CAP ETF | 66538H641 | ETF | 9,792 | $453,878 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 10,473 | $425,010 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 345 | $398,711 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 3,987 | $374,316 | dollars as filed | |
| DBX ETF TR | 233051820 | XTRACK MSCI ALL | 7,848 | $374,015 | dollars as filed | |
| STRATEGY SHS | 86280R134 | EVEN SMAL CA ETF | 12,959 | $371,101 | dollars as filed | |
| SPY | 78462F103 | SHS | 459 | $349,882 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U886 | HENDRSN SHRT ETF | 7,179 | $348,607 | dollars as filed | |
| IJH | 464287507 | COM | 4,739 | $340,993 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E198 | S&P MIDCP LOW | 5,314 | $334,611 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 2,213 | $333,871 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1,857 | $310,147 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 2,082 | $301,119 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 5,485 | $298,987 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 3,426 | $291,064 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33718M105 | COM SHS ANNUAL | 3,252 | $284,754 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 364 | $278,942 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 2,799 | $272,183 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G664 | S&P SMALLCAP 600 | 4,702 | $264,340 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 1,348 | $262,511 | dollars as filed | |
| ABRDN SILVER ETF TRUST | 003264108 | PHYSCL SILVR SHS | 4,568 | $261,792 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 4,974 | $251,027 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V633 | CALIF MUN BD ETF | 5,217 | $248,717 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 2,240 | $247,341 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 770 | $247,085 | dollars as filed | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 2,293 | $246,092 | dollars as filed | |
| TIDAL TRUST III | 45259A258 | FUND GRA MID ETF | 8,022 | $236,168 | dollars as filed | |
| PACER FDS TR | 69374H857 | US SMALL CAP CAS | 4,315 | $229,926 | dollars as filed | |
| TIMOTHY PLAN | 887432342 | U S SM CP CORE | 5,019 | $224,369 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 273 | $221,132 | dollars as filed | |
| STRATEGY SHS | 86280R811 | EVEN HIGH DI ETF | 7,089 | $214,859 | dollars as filed | |
| STRATEGY SHS | 86280R126 | EVEN LA VALU ETF | 7,730 | $214,369 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 804 | $212,859 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 289 | $209,729 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 326 | $209,466 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-001124 | this filing | 2026-10-09 |