Whitaker-Myers Wealth Managers, LTD. holds a focused book of 113 stocks worth $598.8M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Schwab US Large-Cap Value. Their largest long position is Vaneck Morningstar Wide Moat at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1973849/holdings"
Use Arkolith to show Whitaker-Myers Wealth Managers, LTD.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust MRNGSTR WDE MOAT | $44.8M | 430.7K | 7.5% | ▲+6.2% Added · +25K sh | |
| 2 | DBX ETF TR XTRACK MSCI EAFE | $38.8M | 709.8K | 6.5% | ▲+4.7% Added · +32K sh | |
| 3 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $37.4M | 123.3K | 6.2% | ▲+3.9% Added · +5K sh | |
| 4 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $35.7M | 220.8K | 6.0% | ▲+3.7% Added · +8K sh | |
| 5 | Schwab Strategic TR US DIVIDEND EQ | $33.0M | 1.04M | 5.5% | ▲+6.3% Added · +61K sh | |
| 6 | Vanguard Index FDS SML CP GRW ETF | $28.6M | 78.3K | 4.8% | ▲+3.8% Added · +3K sh | |
| 7 | Vanguard Index FDS SM CP VAL ETF | $27.9M | 114.7K | 4.7% | ▲+6.3% Added · +7K sh | |
| 8 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $26.1M | 432.4K | 4.4% | ▲+8.7% Added · +35K sh | |
| 9 | Ishares TR RUS MD CP GR ETF | $22.6M | 154.4K | 3.8% | ▲+7.8% Added · +11K sh | |
| 10 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $22.0M | 291.0K | 3.7% | ▲+25% Added · +57K sh | |
| 11 | Vanguard Index FDS S&P 500 ETF SHS | $20.7M | 30.2K | 3.5% | ▲+3.0% Added · +894 sh | |
| 12 | Schwab Strategic TR US LCAP VA ETF | $20.1M | 576.4K | 3.4% | ▼−0.2% Reduced · −957 sh | |
| 13 | Schwab Strategic TR US LCAP GR ETF | $19.6M | 579.3K | 3.3% | ▲+1.2% Added · +7K sh | |
| 14 | Invesco Exch Traded FD TR II S&P INTL LOW | $17.6M | 511.1K | 2.9% | ▲+12% Added · +57K sh | |
| 15 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $16.7M | 330.4K | 2.8% | ▲+20% Added · +55K sh | |
| 16 | Invesco Exchange Traded FD T S&P MDCP VLU MNT | $16.4M | 231.0K | 2.7% | ▲+6.5% Added · +14K sh | |
| 17 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $10.8M | 70.1K | 1.8% | ▲+3.0% Added · +2K sh | |
| 18 | Columbia ETF TR I RESH ENHNC COR | $10.2M | 236.5K | 1.7% | ▲+12% Added · +26K sh | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.8M | 108.9K | 1.3% | ▲+0.6% Added · +686 sh | |
| 20 | Ishares TR RUS MDCP VAL ETF | $6.8M | 41.2K | 1.1% | ▲+1.4% Added · +562 sh | |
| 21 | Ishares TR S&P MC 400GR ETF | $4.3M | 36.9K | 0.7% | ▲+4.2% Added · +1K sh | |
| 22 | Ishares TR S&P MC 400VL ETF | $4.3M | 29.3K | 0.7% | ▲+5.8% Added · +2K sh | |
| 23 | Select Sector SPDR TR ST STR TECHN ETF | $3.2M | 16.6K | 0.5% | ▲+809% Added · +15K sh | |
| 24 | Advanced Micro Devices Inc COM | $3.0M | 5.2K | 0.5% | ▲New New position | |
| 25 | Apple Inc COM | $3.0M | 10.3K | 0.5% | ▲+2.8% Added · +278 sh | |
| 26 | Arista Networks Inc COM SHS | $2.9M | 16.8K | 0.5% | ▲+564% Added · +14K sh | |
| 27 | Pacer FDS TR TRENDP US LAR CP | $2.8M | 48.7K | 0.5% | ▲+0.9% Added · +429 sh | |
| 28 | Alphabet Inc CAP STK CL A | $2.8M | 7.8K | 0.5% | ▲+398% Added · +6K sh | |
| 29 | Nvidia Corporation COM | $2.8M | 13.7K | 0.5% | ▼−2.3% Reduced · −325 sh | |
| 30 | Wisdomtree Bitcoin FD SHS BEN INT | $2.7M | 44.3K | 0.5% | ▲+14% Added · +6K sh | |
| 31 | Ge Vernova Inc COM | $2.7M | 2.3K | 0.4% | ▼−3.2% Reduced · −76 sh | |
| 32 | M & T BK Corp COM | $2.7M | 11.2K | 0.4% | ▲+13% Added · +1K sh | |
| 33 | Quanta Svcs Inc COM | $2.6M | 3.7K | 0.4% | ▼−2.9% Reduced · −108 sh | |
| 34 | Amazon Com Inc COM | $2.6M | 10.9K | 0.4% | ▼−20% Reduced · −3K sh | |
| 35 | Tesla Inc COM | $2.6M | 6.2K | 0.4% | ▼−6.6% Reduced · −437 sh | |
| 36 | Merck & Co Inc COM | $2.6M | 20.0K | 0.4% | ▲+13% Added · +2K sh | |
| 37 | Carpenter Technology Corp COM | $2.6M | 4.2K | 0.4% | ▼−21% Reduced · −1K sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $2.5M | 4.9K | 0.4% | ▲+1.0% Added · +49 sh | |
| 39 | Johnson Controls Internation SHS | $2.5M | 16.8K | 0.4% | ▲+17% Added · +2K sh | |
| 40 | Dell Technologies Inc CL C | $2.4M | 5.7K | 0.4% | ▲New New position | |
| 41 | Trane Technologies PLC SHS | $2.4M | 4.9K | 0.4% | ▲+11% Added · +506 sh | |
| 42 | Amgen Inc COM | $2.4M | 6.7K | 0.4% | ▲+12% Added · +692 sh | |
| 43 | Goldman Sachs Group Inc COM | $2.4M | 2.4K | 0.4% | ▲New New position | |
| 44 | Walmart Inc COM | $2.3M | 20.5K | 0.4% | ▲+17% Added · +3K sh | |
| 45 | Gilead Sciences Inc COM | $2.3M | 18.3K | 0.4% | ▲+27% Added · +4K sh | |
| 46 | Parker-Hannifin Corp COM | $2.3M | 2.3K | 0.4% | ▲+12% Added · +257 sh | |
| 47 | Marriott Intl Inc New CL A | $2.3M | 6.1K | 0.4% | ▲New New position | |
| 48 | CSX Corp COM | $2.3M | 47.5K | 0.4% | ▲+0.8% Added · +397 sh | |
| 49 | Coreweave Inc COM CL A | $2.2M | 22.3K | 0.4% | ▲New New position | |
| 50 | Vistra Corp COM | $2.2M | 13.7K | 0.4% | ▲+0.1% Added · +19 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 113 | $598.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 108 | $501.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 115 | $479.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 116 | $458.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 109 | $397.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 113 | $356.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 120 | $343.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 106 | $300.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.