Institutional Fund
Whitaker-Myers Wealth Managers, Ltd.
Mansfield, OHCIK 19738495 filings on record
Portfolio Value
$501.62M
Q1 2026
Holdings
108
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+4.6%
from $479.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaneck ETF Trust7.8%
- Dbx ETF Tr6.7%
- Schwab Strategic Tr6.0%
- Invesco Exch Traded Fd Tr II5.6%
- Invesco Exch Traded Fd Tr II4.8%
- Vanguard Index Fds4.7%
- Other64.5%
Portfolio Holdings
108 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 405.5K | $39.21M | 7.8% | +9.8K | Added |
| 2 | Dbx ETF Tr | 677.8K | $33.48M | 6.7% | +18.6K | Added |
| 3 | Schwab Strategic Tr | 980.7K | $30.09M | 6.0% | +4.7K | Added |
| 4 | Invesco Exch Traded Fd Tr II | 118.7K | $28.21M | 5.6% | +2.0K | Added |
| 5 | Invesco Exch Traded Fd Tr II | 212.9K | $23.87M | 4.8% | +11.6K | Added |
| 6 | Vanguard Index Fds | 107.9K | $23.44M | 4.7% | +4.4K | Added |
| 7 | Vanguard Index Fds | 75.4K | $22.80M | 4.5% | +3.3K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 397.7K | $21.81M | 4.3% | +20.6K | Added |
| 9 | Ishares Tr | 143.3K | $18.36M | 3.7% | +7.5K | Added |
| 10 | Vanguard Instl Index Fd | 233.6K | $17.67M | 3.5% | +36.7K | Added |
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