Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers reported 123 stocks worth $614M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are MOAT (7.8%), QQQM (6.6%) and DBEF (6.4%). Compared with Q2 2026, the fund opened new positions in VOT, JPIE and XLE, added to MOAT, QQQM and DBEF, trimmed SCHG, SCHV and VSS and sold out of MTB, TT and GS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MOAT Vaneck Morningstar Wide Moat ETF | $47.8M | 7.8% | 453K | +22K (+5%) | 8 of 8 | |
| 2 |  QQQM Invesco Nasdaq | $40.6M | 6.6% | 133K | +10K (+8%) | 8 of 8 | |
| 3 |  DBEF Dbx ETF TR | $39.1M | 6.4% | 711K | +1,146 (+0%) | 8 of 8 | |
| 4 |  SPMO Invesco S&P | $37.9M | 6.2% | 250K | +29K (+13%) | 5 of 8 | |
| 5 |  SCHD Schwab US Dividend Equity ETF | $36.5M | 5.9% | 1.1M | +79K (+8%) | 8 of 8 | |
| 6 |  IDMO Invesco Exch Traded FD TR II | $28.7M | 4.7% | 471K | +38K (+9%) | 5 of 8 | |
| 7 |  VBK Vanguard Small Cap | $27M | 4.4% | 80K | +1,642 (+2%) | 8 of 8 | |
| 8 |  VBR Vanguard Index Fds | $26.8M | 4.4% | 116K | +1,299 (+1%) | 8 of 8 | |
| 9 |  VBIL Vanguard 0-3 Month | $24.4M | 4.0% | 322K | +31K (+11%) | 5 of 8 | |
| 10 |  VOO Vanguard S&P 500 ETF | $22.3M | 3.6% | 32K | +1,659 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MTB M & T BK Corp | $2.7M | 11K |
 TT Trane Technologies PLC | $2.4M | 4,939 |
 GS Goldman Sachs Group Inc | $2.4M | 2,372 |
 GILD Gilead Sciences Inc | $2.3M | 18K |
 MAR Marriott Intl Inc New | $2.3M | 6,126 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Whitaker-Myers Wealth Managers 13F FAQ
What does Whitaker-Myers Wealth Managers own?
Whitaker-Myers Wealth Managers reported 123 stocks worth $614M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are MOAT (7.8%), QQQM (6.6%) and DBEF (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Whitaker-Myers Wealth Managers buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 38 added to, 59 trimmed and 11 sold out. New positions include VOT, JPIE and XLE. It sold all of MTB, TT and GS.
When will Whitaker-Myers Wealth Managers file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Whitaker-Myers Wealth Managers's portfolio worth?
The Q3 2026 filing reports $614M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.