Whitaker Myers Wealth Managers, Ltd. Portfolio Holdings

Whitaker Myers Wealth Managers, Ltd.

  • $459 Billion
  • Q3 2025

Whitaker Myers Wealth Managers, Ltd. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $459 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $40.8B, Invesco Exchange Traded Fd Tr with a value of $31.7B, Xtrackers Msci Eafe Hedged Equ with a value of $31B, Schwab Strategic Tr Us Dividen with a value of $27.7B, and Invesco ETF Tr Ii S&P 500 Mome with a value of $25.2B.

Examining the 13F form we can see an increase of $61.6B in the current position value, from $397B to 459B.

Whitaker Myers Wealth Managers, Ltd. is based out at Mansfield, OH

Below you can find more details about Whitaker Myers Wealth Managers, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $459 Billion
ETFs: $389 Billion
Technology: $17.9 Billion
Financial Services: $6.87 Billion
Industrials: $6.58 Billion
Consumer Cyclical: $3.85 Billion
Communication Services: $3.43 Billion
Consumer Defensive: $2.85 Billion
Basic Materials: $1.63 Billion
Other: $1.62 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.8 Billion 8.89% of portfolio
411,410
Q3 2025 Reduced 37.53%
$0
$31.7 Billion 6.91% of portfolio
128,300
Q3 2025 Reduced 6.51%
$0
$31 Billion 6.76% of portfolio
667,425
Q3 2025 Reduced 16.72%
$0
$27.7 Billion 6.05% of portfolio
1,016,178
Q3 2025 Added 6.95%
$0
$25.2 Billion 5.5% of portfolio
208,284
Q3 2025 New
$0
$21.1 Billion 4.6% of portfolio
70,954
Q3 2025 Added 9.43%
$0
$21 Billion 4.59% of portfolio
100,778
Q3 2025 Added 7.73%
$0
$20.4 Billion 4.46% of portfolio
378,498
Q3 2025 New
$0
$19.3 Billion 4.22% of portfolio
135,831
Q3 2025 Added 5.54%
$0
$16.2 Billion 3.53% of portfolio
507,813
Q3 2025 Added 2.73%
$0
$15 Billion 3.28% of portfolio
516,823
Q3 2025 Added 5.89%
$0
$14 Billion 3.06% of portfolio
227,815
Q3 2025 Added 3.56%
$0
$13.8 Billion 3.01% of portfolio
411,970
Q3 2025 New
Vanguard Instl Index Fd
-
$13.3 Billion 2.89% of portfolio
-
Q3 2025 New
$0
$13.1 Billion 2.86% of portfolio
21,417
Q3 2025 Added 22.87%
$0
$11 Billion 2.4% of portfolio
216,608
Q3 2025 Reduced 26.22%
$0
$5.66 Billion 1.23% of portfolio
140,254
Q3 2025 New
$0
$5.54 Billion 1.21% of portfolio
92,510
Q3 2025 New
$451B
$5.13 Billion 1.12% of portfolio
27,508
Q3 2025 Added 12.9%
$0
$5.02 Billion 1.09% of portfolio
35,931
Q3 2025 Added 3.83%
$0
$3.11 Billion 0.68% of portfolio
56,864
Q3 2025 Reduced 12.94%
$4.22T
$2.79 Billion 0.61% of portfolio
10,972
Q3 2025 Reduced 31.93%
Arista Networks Inc
-
$2.65 Billion 0.58% of portfolio
-
Q3 2025 Added 141.56%
$1.65T
$2.55 Billion 0.56% of portfolio
3,473
Q3 2025 Added 184.21%
$259B
$2.45 Billion 0.53% of portfolio
3,071
Q3 2025 Added 228.8%
$0
$2.42 Billion 0.53% of portfolio
18,640
Q3 2025 Added 45.72%
$384B
$2.35 Billion 0.51% of portfolio
14,496
Q3 2025 Added 195.72%
$0
$2.35 Billion 0.51% of portfolio
43,059
Q3 2025 Reduced 85.87%
$0
$2.29 Billion 0.5% of portfolio
23,927
Q3 2025 Added 52.58%
$0
$2.28 Billion 0.5% of portfolio
8,081
Q3 2025 Added 46.53%
Wisdomtree Bitcoin Fd
-
$2.19 Billion 0.48% of portfolio
-
Q3 2025 Added 15.19%
$0
$2.13 Billion 0.47% of portfolio
39,615
Q3 2025 Added 55.34%
$0
$1.98 Billion 0.43% of portfolio
29,426
Q3 2025 Added 5.85%
$0
$1.89 Billion 0.41% of portfolio
32,916
Q3 2025 Added 7.67%
$0
$1.89 Billion 0.41% of portfolio
40,972
Q3 2025 Reduced 7.12%
$0
$1.84 Billion 0.4% of portfolio
41,602
Q3 2025 Reduced 85.96%
$3.86T
$1.68 Billion 0.37% of portfolio
3,238
Q3 2025 Reduced 38.49%
$1.4T
$1.53 Billion 0.33% of portfolio
3,441
Q3 2025 Reduced 7.45%
$0
$1.45 Billion 0.32% of portfolio
47,610
Q3 2025 Added 0.89%
$2.26T
$1.45 Billion 0.32% of portfolio
6,619
Q3 2025 Added 0.79%
Tidal Trust I
-
$1.42 Billion 0.31% of portfolio
-
Q3 2025 Added 50.09%
$871B
$1.37 Billion 0.3% of portfolio
4,342
Q3 2025 Reduced 49.29%
$0
$1.4 Billion 0.3% of portfolio
39,016
Q3 2025 Added 7.63%
$110B
$1.32 Billion 0.29% of portfolio
9,191
Q3 2025 Added 17.55%
$14.6B
$1.18 Billion 0.26% of portfolio
9,973
Q1 2025 Reduced 1.99%
$0
$1.21 Billion 0.26% of portfolio
47,253
Q3 2025 Reduced 0.12%
$0
$1.21 Billion 0.26% of portfolio
8,302
Q3 2025 Reduced 14.86%
$10.9B
$1.14 Billion 0.25% of portfolio
12,485
Q3 2025 New
$0
$1.16 Billion 0.25% of portfolio
12,363
Q3 2025 Reduced 5.37%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $459 Billion
  • Prior Value $397 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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