Whitaker-Myers Wealth Managers, LTD.: 13F holdings
CIK 19738492026Q2
| Positions | 113 |
|---|---|
| Reported value | $598.8m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MOAT VANECK ETF TRUST | 430,701 | $44.8m | 7.5% |
| DBEF DBX ETF TR | 709,831 | $38.8m | 6.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 123,304 | $37.4m | 6.2% |
| SPMO INVESCO EXCH TRADED FD TR II | 220,770 | $35.7m | 6.0% |
| SCHD SCHWAB STRATEGIC TR | 1,042,013 | $33.0m | 5.5% |
| VBK VANGUARD INDEX FDS | 78,324 | $28.6m | 4.8% |
| VBR VANGUARD INDEX FDS | 114,681 | $27.9m | 4.7% |
| INVESCO EXCH TRADED FD TR II | 432,402 | $26.1m | 4.4% |
| IWP ISHARES TR | 154,430 | $22.6m | 3.8% |
| VANGUARD INSTL INDEX FD | 291,022 | $22.0m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1973849")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.