1y return+18.8%S&P 500 +20.9%
3y return+52.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $171 against $195 in the S&P 500.2
Whitaker-Myers Wealth Managers, LTD.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MOATVaneck Etf Trust | $44.8M | 7.5% | +6.2% |
| DBEFDbx Etf Tr | $38.8M | 6.5% | +4.7% |
| QQQMInvesco Exch Traded Fd Tr II | $37.4M | 6.2% | +3.9% |
| SPMOInvesco Exch Traded Fd Tr II | $35.7M | 6.0% | +3.7% |
| SCHDSchwab Strategic Tr | $33.0M | 5.5% | +6.3% |
| VBKVanguard Index Fds | $28.6M | 4.8% | +3.8% |
| VBRVanguard Index Fds | $27.9M | 4.7% | +6.3% |
| IDMOInvesco Exch Traded Fd Tr II | $26.1M | 4.4% | +8.7% |
| IWPIshares Tr | $22.6M | 3.8% | +7.8% |
| VBILVanguard Instl Index Fd | $22.0M | 3.7% | +24.6% |
| VOOVanguard Index Fds | $20.7M | 3.5% | +3.1% |
| SCHVSchwab Strategic Tr | $20.1M | 3.4% | |
| SCHGSchwab Strategic Tr | $19.6M | 3.3% | +1.2% |
| IDLVInvesco Exch Traded Fd Tr II | $17.6M | 2.9% | +12.5% |
| JPSTJ P Morgan Exchange Traded F | $16.7M | 2.8% | +20.0% |
| XMVMInvesco Exchange Traded Fd T | $16.4M | 2.7% | +6.5% |
| VSSVanguard Intl Equity Index F | $10.8M | 1.8% | +3.0% |
| RECSColumbia Etf Tr I | $10.2M | 1.7% | +12.4% |
| VEAVanguard Tax-managed Fds | $7.8M | 1.3% | |
| IWSIshares Tr | $6.8M | 1.1% | +1.4% |
| IJKIshares Tr | $4.3M | 0.7% | +4.2% |
| IJJIshares Tr | $4.3M | 0.7% | +5.8% |
| XLKSelect Sector Spdr Tr | $3.2M | 0.5% | +809.1% |
| AMDAdvanced Micro Devices Inc | $3.0M | 0.5% | New |
| AAPLApple Inc | $3.0M | 0.5% | +2.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $2.8M |
| TSLATesla Inc | December 31, 2022 | +241.5% | $2.6M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $2.6M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2022 | +176.6% | $37.4M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $2.8M |
| CRSCarpenter Technology Corp | September 30, 2025 | +151.2% | $2.6M |
| SCHGSchwab Strategic Tr | December 31, 2022 | +143.6% | $19.6M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $3.0M |
| ANETArista Networks Inc | March 31, 2025 | +119.3% | $2.9M |
| VOOVanguard Index Fds | December 31, 2022 | +95.5% | $20.7M |
Sold off last quarter
- KOCoca Cola Co was $2.2M
- AXPAmerican Express Co was $2.1M
- PANWPalo Alto Networks Inc was $2.1M
- FSLRFirst Solar Inc was $1.9M
- QXOQxo Inc was $1.9M
- HIIHuntington Ingalls Inds Inc was $1.8M
- XLESelect Sector Spdr Tr was $1.3M
- METAMeta Platforms Inc was $314K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.5% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +6.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Whitaker-Myers Wealth Managers, LTD. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1973849&type=13F-HR&dateb=&owner=include&count=40CIK 1973849
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1973849/000208585326000666/Filed July 9, 2026 · accession 0002085853-26-000666