What does Whitaker-Myers Wealth Managers, LTD. hold?

Whitaker-Myers Wealth Managers, LTD.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include IVZ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1973849.

What is Whitaker-Myers Wealth Managers, LTD.'s AUM?

Whitaker-Myers Wealth Managers, LTD. reported approximately $614.0M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $850.6M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Whitaker-Myers Wealth Managers, LTD.'s holdings?

All Whitaker-Myers Wealth Managers, LTD. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1973849. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Whitaker-Myers Wealth Managers, LTD.'s 13F data updated on 13F Pro?

Whitaker-Myers Wealth Managers, LTD.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Whitaker-Myers Wealth Managers, LTD.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1973849

Institutional-grade research for retail investors

Sector Allocation

Other64.9%$398.4M
Financials26.1%$160.4M
Technology3.9%$24.0M
Industrials1.8%$11.2M
Consumer Discretionary1.1%$6.5M
Healthcare0.8%$4.7M
Consumer Staples0.6%$3.6M
Materials0.5%$3.2M
Energy0.3%$2.1M

AUM History

13fpro.ai/research/fund/whitaker-myers-wealth-managers-ltd-1973849

Conviction and streaks

Stable · top 10 = 53.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold7.8% weight · held 8 quarters

$IVZConviction hold6.6% weight · held 8 quarters

$Conviction hold6.4% weight · held 8 quarters

$IVZConviction hold6.2% weight · held 5 quarters

$Conviction hold5.9% weight · held 8 quarters

$Accumulating+124% shares · 8 quarters running

$Accumulating+85% shares · 8 quarters running

$Accumulating+119% shares · 7 quarters running

$Accumulating+59% shares · 6 quarters running

$Accumulating+34% shares · 5 quarters running

$Trimming-47% shares · 8 quarters running

$Trimming-37% shares · 8 quarters running

$Trimming-70% shares · 8 quarters running

$SLVTrimming-52% shares · 7 quarters running

$WTTrimming-5% shares · 7 quarters running

Largest positions — Q3 2026

VANECK
$47.8M
IVZ
$40.6M
DBX
$39.1M
IVZ
$37.9M
SCHWAB
$36.5M
IVZ
$28.7M
VANGUARD
$27.0M
VANGUARD
$26.8M
VANGUARD
$24.4M
VANGUARD
$22.3M
IVZ
$19.2M
J
$19.0M
VANGUARD
$18.9M
J
$18.2M
IVZ
$17.8M
SCHWAB
$13.8M
SCHWAB
$12.6M
TIDAL
$11.7M
COLUMBIA
$11.0M
VANGUARD
$8.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/whitaker-myers-wealth-managers-ltd-1973849

Whitaker-Myers Wealth Managers, LTD. 13F holdings — Q3 2026

$614.0M portfolio (+2.5% QoQ) · 123 holdings · Q3 2026 13F · top 10 are 54% of the stock portfolio

1
VANECK ETF TRUST - MRNGSTR WDE MOAT
$47.8M
7.8% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
2
Invesco Ltd.
$IVZ
$40.6M
6.6% of stocks
+8%This quarter-3.3%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
3
DBX ETF TR - XTRACK MSCI EAFE
$39.1M
6.4% of stocks
+0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
Invesco Ltd.
$IVZ
$37.9M
6.2% of stocks
+13%This quarter-3.3%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
5
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$36.5M
5.9% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Invesco Ltd.
$IVZ
$28.7M
4.7% of stocks
+9%This quarter-3.3%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
7
VANGUARD INDEX FDS - MRNGSTR SM CP GR
$27.0M
4.4% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS - MRNGSTR SML CP V
$26.8M
4.4% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
$24.4M
4.0% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS - S&P 500 ETF SHS
$22.3M
3.6% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANECK ETF TRUST - MRNGSTR WDE MOAT	$47.8M	7.8%	+5%	—	—	—	—
2	Invesco Ltd.$IVZ	$40.6M	6.6%	+8%	-3.3%	8+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
3	DBX ETF TR - XTRACK MSCI EAFE	$39.1M	6.4%	+0.2%	—	—	—	—
4	Invesco Ltd.$IVZ	$37.9M	6.2%	+13%	-3.3%	8+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
5	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$36.5M	5.9%	+8%	—	—	—	—
6	Invesco Ltd.$IVZ	$28.7M	4.7%	+9%	-3.3%	8+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
7	VANGUARD INDEX FDS - MRNGSTR SM CP GR	$27.0M	4.4%	+2%	—	—	—	—
8	VANGUARD INDEX FDS - MRNGSTR SML CP V	$26.8M	4.4%	+1%	—	—	—	—
9	VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF	$24.4M	4.0%	+11%	—	—	—	—
10	VANGUARD INDEX FDS - S&P 500 ETF SHS	$22.3M	3.6%	+5%	—	—	—	—

All holdings — Whitaker-Myers Wealth Managers, LTD. (Q3 2026)

Sort

123 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$IVZ	Invesco Ltd.	Financials	$19.2M	3.1%	562K	+10%	8+ qtrsAdded 3 qtrs in a row	—	13F
12	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund	—	$19.0M	3.1%	377K	+14%	—	—	13F
13	—	VANGUARD INDEX FDS - MRNGSTR MD CP GRetf/fund	—	$18.9M	3.1%	65K	New	—	—	13F
14	—	J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund	—	$18.2M	3.0%	405K	New	—	—	13F
15	$IVZ	Invesco Ltd.	Financials	$17.8M	2.9%	255K	+10%	8+ qtrsAdded 3 qtrs in a row	—	13F
16	—	SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund	—	$13.8M	2.3%	385K	-34%	—	—	13F
17	—	SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund	—	$12.6M	2.1%	379K	-34%	—	—	13F
18	—	TIDAL TRUST I - FUND GRAN US ETFetf/fund	—	$11.7M	1.9%	421K	+707%	—	—	13F
19	—	COLUMBIA ETF TR I - RESH ENHNC CORetf/fund	—	$11.0M	1.8%	244K	+3%	—	—	13F
20	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund	—	$8.9M	1.4%	57K	-18%	—	—	13F
21	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund	—	$6.4M	1.1%	91K	-16%	—	—	13F
22	—	ISHARES TR - RUS MDCP VAL ETFetf/fund	—	$5.4M	0.9%	34K	-18%	—	—	13F
23	$NVDA	NVIDIA CORP	Technology	$5.2M	0.8%	23K	+64%	8+ qtrs	86.0	13F
24	—	ISHARES TR - RUS MD CP GR ETFetf/fund	—	$4.3M	0.7%	31K	-80%	—	—	13F
25	—	ISHARES TR - S&P MC 400GR ETFetf/fund	—	$3.8M	0.6%	35K	-5%	—	—	13F
26	—	ISHARES TR - S&P MC 400VL ETF	—	$3.7M	0.6%	27K	-8%
27	$BTCW	WisdomTree Bitcoin Fund	Financials	$3.4M	0.6%	38K	-14%
28	$AAPL	Apple Inc.	Technology	$3.0M	0.5%	9,029	-12%
29	—	PACER FDS TR - TRENDP US LAR CP	—	$2.9M	0.5%	48K	-2%
30	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$2.7M	0.4%	50K	+59%
31	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.5M	0.4%	10K	-6%
32	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$2.5M	0.4%	13K	-23%
33	$JPM	JPMORGAN CHASE & CO	Financials	$2.4M	0.4%	7,299	+10%
34	$GOOGL	Alphabet Inc.	Technology	$2.3M	0.4%	6,746	-14%
35	$TSLA	Tesla, Inc.	Consumer Discretionary	$2.2M	0.4%	6,290	+2%
36	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$2.2M	0.3%	35K	New
37	—	VANECK ETF TRUST - ISRAEL ETF	—	$2.1M	0.3%	32K	-5%
38	$MRK	Merck & Co., Inc.	Healthcare	$2.1M	0.3%	14K	-28%
39	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.1M	0.3%	4,119	-17%
40	$ETHA	iShares Ethereum Trust ETF	Financials	$2.0M	0.3%	100K	-31%
41	$AMGN	AMGEN INC	Healthcare	$2.0M	0.3%	4,731	-29%
42	$DDOG	Datadog, Inc.	Technology	$2.0M	0.3%	7,212	New
43	$LITE	Lumentum Holdings Inc.	Technology	$2.0M	0.3%	2,033	New
44	$DELL	Dell Technologies Inc.	Technology	$2.0M	0.3%	3,656	-35%
45	$GEV	GE Vernova Inc.	Industrials	$1.9M	0.3%	1,994	-13%
46	$WMT	Walmart Inc.	Consumer Staples	$1.9M	0.3%	18K	-11%
47	$JCI	Johnson Controls International plc	Industrials	$1.9M	0.3%	13K	-24%
48	$CSX	CSX CORP	Industrials	$1.8M	0.3%	39K	-17%
49	$CVX	CHEVRON CORP	Energy	$1.8M	0.3%	8,945	New
50	$PH	Parker-Hannifin Corp	Industrials	$1.8M	0.3%	1,895	-18%
51	$CRWV	CoreWeave, Inc.	Technology	$1.7M	0.3%	20K	-11%
52	$BG	Bunge Global SA	Consumer Staples	$1.7M	0.3%	16K	-19%
53	$BABA	Alibaba Group Holding Ltd	Consumer Discretionary	$1.7M	0.3%	16K	-11%
54	$ALL	ALLSTATE CORP	Financials	$1.7M	0.3%	7,476	New
55	$DAL	DELTA AIR LINES, INC.	Industrials	$1.6M	0.3%	20K	New
56	$CRS	CARPENTER TECHNOLOGY CORP	Materials	$1.6M	0.3%	4,233	+2%
57	$MSFT	MICROSOFT CORP	Technology	$1.6M	0.3%	3,124	-2%
58	$APLD	Applied Digital Corp.	Technology	$1.5M	0.3%	63K	+28%
59	$BA	BOEING CO	Industrials	$1.5M	0.2%	7,951	New
60	—	ISHARES TR - CORE S&P TTL STK	—	$1.4M	0.2%	8,715	+15%
61	—	PACER FDS TR - TRENDPILOT INTL	—	$1.3M	0.2%	37K	-2%
62	—	PACER FDS TR - TRENDP US MID CP	—	$1.3M	0.2%	33K	-1%
63	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$1.2M	0.2%	42K	-7%
64	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$1.2M	0.2%	26K	-15%
65	—	NORTHERN LTS FD TR IV - INSPIRE INTL ETF	—	$1.1M	0.2%	29K	+11%
66	$NUV	NUVEEN MUNICIPAL VALUE FUND INC	Other	$1.1M	0.2%	132K	+19%
67	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$1.1M	0.2%	14K	-8%
68	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$1.1M	0.2%	11K	-1%
69	—	PACER FDS TR - US CASH COWS 100	—	$989K	0.2%	15K	-9%
70	$RPM	RPM INTERNATIONAL INC/DE/	Materials	$984K	0.2%	9,973	—
71	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$959K	0.2%	1,297	-9%
72	$WT	WisdomTree, Inc.	Financials	$955K	0.2%	23K	-10%
73	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$890K	0.1%	12K	-4%
74	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$845K	0.1%	26K	+0.5%
75	—	NORTHERN LTS FD TR IV - INSPIRE 100 ETF	—	$757K	0.1%	14K	+4%
76	—	NORTHERN LTS FD TR IV - INSPIRE 500 ETF	—	$705K	0.1%	2,590	+12%
77	$ANET	Arista Networks, Inc.	Technology	$653K	0.1%	3,209	-81%
78	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$628K	0.1%	5,330	+2%
79	$IVZ	Invesco Ltd.	Financials	$610K	0.1%	5,466	-4%
80	—	FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL	—	$608K	0.1%	14K	-0.0%
81	—	ISHARES TR - MSCI ACWI EXUS	—	$597K	0.1%	13K	+1.0%
82	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$571K	0.1%	6,335	-3%
83	$GOOG	Alphabet Inc.	Technology	$558K	0.1%	1,638	-1%
84	$NUE	NUCOR CORP	Materials	$547K	0.1%	2,341	—
85	$OUNZ	VanEck Merk Gold ETF	Financials	$475K	0.1%	12K	-3%
86	—	STRATEGY SHS - EVEN LA GROW ETF	—	$465K	0.1%	16K	-0.8%
87	$AMD	ADVANCED MICRO DEVICES INC	Technology	$464K	0.1%	758	-86%
88	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$458K	0.1%	1,224	+69%
89	—	NORTHERN LTS FD TR IV - INSPIRE SML/ MID	—	$454K	0.1%	9,792	+7%
90	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$425K	0.1%	10K	-11%
91	$LLY	ELI LILLY & Co	Healthcare	$399K	0.1%	345	New
92	—	ISHARES TR - MRGSTR MD CP GRW	—	$374K	0.1%	3,987	-39%
93	—	DBX ETF TR - XTRACK MSCI ALL	—	$374K	0.1%	7,848	+7%
94	—	STRATEGY SHS - EVEN SMAL CA ETF	—	$371K	0.1%	13K	-0.8%
95	$SPY	SPDR S&P 500 ETF TRUST	—	$350K	0.1%	459	-2%
96	—	JANUS DETROIT STR TR - HENDRSN SHRT ETF	—	$349K	0.1%	7,179	-3%
97	—	ISHARES TR - CORE S&P MCP ETF	—	$341K	0.1%	4,739	-9%
98	$IVZ	Invesco Ltd.	Financials	$335K	0.1%	5,314	-4%
99	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$334K	0.1%	2,213	New
100	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$310K	0.1%	1,857	-80%
101	$BNY	Bank of New York Mellon Corp	Financials	$301K	0.1%	2,082	New
102	$SLV	iShares Silver Trust	Financials	$299K	0.1%	5,485	-5%
103	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$291K	0.1%	3,426	New
104	—	FIRST TR EXCHANGE-TRADED FD - COM SHS ANNUAL	—	$285K	0.1%	3,252	+2%
105	—	ISHARES TR - CORE S&P500 ETF	—	$279K	0.1%	364	—
106	$WT	WisdomTree, Inc.	Financials	$272K	0.0%	2,799	-0.7%
107	$IVZ	Invesco Ltd.	Financials	$264K	0.0%	4,702	-7%
108	$CRDO	Credo Technology Group Holding Ltd	Technology	$263K	0.0%	1,348	New
109	$SIVR	abrdn Silver ETF Trust	Financials	$262K	0.0%	4,568	+0.7%
110	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$251K	0.0%	4,974	New
111	—	DIMENSIONAL ETF TRUST - CALIF MUN BD ETF	—	$249K	0.0%	5,217	New
112	$HALO	HALOZYME THERAPEUTICS, INC.	Healthcare	$247K	0.0%	2,240	New
113	$IESC	IES Holdings, Inc.	Industrials	$247K	0.0%	770	New
114	$DINO	HF Sinclair Corp	Energy	$246K	0.0%	2,293	New
115	—	TIDAL TRUST III - FUND GRA MID ETF	—	$236K	0.0%	8,022	+10%
116	—	PACER FDS TR - US SM CAP CA ETF	—	$230K	0.0%	4,315	-2%
117	—	TIMOTHY PLAN - U S SM CP CORE	—	$224K	0.0%	5,019	+0.9%
118	$CAT	CATERPILLAR INC	Industrials	$221K	0.0%	273	—
119	—	STRATEGY SHS - EVEN HIGH DI ETF	—	$215K	0.0%	7,089	+14%
120	—	STRATEGY SHS - EVEN LA VALU ETF	—	$214K	0.0%	7,730	New
121	$CRWD	CrowdStrike Holdings, Inc.	Technology	$213K	0.0%	804	+198%
122	$META	Meta Platforms, Inc.	Technology	$210K	0.0%	289	New
123	$PWR	QUANTA SERVICES, INC.	Industrials	$209K	0.0%	326	-91%

What changed in Q3 2026

Against the previous quarter's 13F: 21 new, 38 added to, 60 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.

New positions (21)

VANGUARD INDEX FDS - MRNGSTR MD CP GR$18.9M
first bought this quarter
J P MORGAN EXCHANGE TRADED F - INCOME ETF$18.2M
first bought this quarter
SELECT SECTOR SPDR TR - ST STR ENERG ETF$2.2M
first bought this quarter
$DDOGDatadog, Inc.$2.0M
first bought this quarter
$LITELumentum Holdings Inc.$2.0M
first bought this quarter
$CVXCHEVRON CORP$1.8M
first bought this quarter

+15 more in the Excel export

Added to (38)

TIDAL TRUST I - FUND GRAN US ETF+707%
now $11.7M
$IVZInvesco Ltd.+8%
now $40.6M · held 8+ qtrs, 3 adds in a row
SCHWAB STRATEGIC TR - US DIVIDEND EQ+8%
now $36.5M
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF+11%
now $24.4M
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+14%
now $19.0M
VANECK ETF TRUST - MRNGSTR WDE MOAT+5%
now $47.8M

+32 more in the Excel export

Trimmed (60)

ISHARES TR - RUS MD CP GR ETF-80%
now $4.3M
SCHWAB STRATEGIC TR - US LCAP GR ETF-34%
now $13.8M
SCHWAB STRATEGIC TR - US LCAP VA ETF-34%
now $12.6M
$ANETArista Networks, Inc.-81%
now $653K · held 7 qtrs
$AMDADVANCED MICRO DEVICES INC-86%
now $464K · held 2 qtrs
$PWRQUANTA SERVICES, INC.-91%
now $209K · held 4 qtrs, 3 trims in a row

+54 more in the Excel export

Sold out (11)

$MTBM&T BANK CORPwas $2.7M
held 2 qtrs
$TTTrane Technologies plcwas $2.4M
held 4 qtrs
$GSGOLDMAN SACHS GROUP INCwas $2.4M
held 1 qtr
$GILDGILEAD SCIENCES, INC.was $2.3M
held 2 qtrs
$MARMARRIOTT INTERNATIONAL INC /MD/was $2.3M
held 1 qtr
$VSTVistra Corp.was $2.2M

+5 more in the Excel export

Firm AUM (Form ADV): $850.6M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Whitaker-Myers Wealth Managers, LTD. has filed, 15 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Whitaker-Myers Wealth Managers, LTD.?

Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Whitaker-Myers Wealth Managers, LTD.'s top 20 holdings: 70/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-3.3%

Value-weighted move of the 10 largest stock positions

Turnover

12%

Last quarter; 28% over the last 4

Top 10 weight

54%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

89%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Whitaker-Myers Wealth Managers, LTD. disclosed 123 positions worth $614.0M in its Form 13F-HR for Q3 2026, followed by $IVZ. During the quarter the fund opened 21 new positions and exited 11 and a full exit from $MTB. The portfolio is most concentrated in Other (64.9% of disclosed assets). All figures are sourced directly from Whitaker-Myers Wealth Managers, LTD.’s Form 13F-HR filing with the SEC under CIK 1973849.

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AI-Powered Hedge Fund Analysis: Whitaker-Myers Wealth Managers, LTD.

13F Pro is an AI hedge fund tracker and stock research platform. For Whitaker-Myers Wealth Managers, LTD. (SEC CIK: 1973849), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

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