Whitaker-Myers Wealth Managers, LTD. Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$479.3B

Holdings

115

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (115 positions)

#	Stock	Shares	Value	% Portfolio
1	MOATVANECK ETF TRUST	395,654	$41.0B	8.55%
2	DBEFDBX ETF TR	659,243	$31.7B	6.62%
3	QQQMINVESCO EXCH TRADED FD TR II	116,700	$29.5B	6.16%
4	SCHDSCHWAB STRATEGIC TR	975,957	$26.8B	5.58%
5	KLMNINVESCO EXCH TRADED FD TR II	201,238	$24.0B	5.01%
6	VBRVANGUARD INDEX FDS	103,424	$21.9B	4.57%
7	VBKVANGUARD INDEX FDS	72,098	$21.8B	4.54%
8	IDMOINVESCO EXCH TRADED FD TR II	377,107	$21.0B	4.37%
9	IWPISHARES TR	135,833	$18.6B	3.88%
10	SCHGSCHWAB STRATEGIC TR	530,584	$17.3B	3.61%
11	SCHVSCHWAB STRATEGIC TR	553,330	$16.4B	3.42%
12	VOOVANGUARD INDEX FDS	25,238	$15.8B	3.30%
13	VBILVANGUARD INSTL INDEX FD	196,882	$14.8B	3.10%
14	IDLVINVESCO EXCH TRADED FD TR II	424,436	$14.4B	3.00%
15	XMVMINVESCO EXCHANGE TRADED FD T	213,510	$13.7B	2.86%
16	JPSTJ P MORGAN EXCHANGE TRADED F	240,792	$12.2B	2.54%
17	VSSVANGUARD INTL EQUITY INDEX F	64,881	$9.3B	1.94%
18	RECSCOLUMBIA ETF TR I	182,340	$7.4B	1.55%
19	VEAVANGUARD TAX-MANAGED FDS	101,569	$6.3B	1.32%
20	IWSISHARES TR	38,990	$5.5B	1.15%
21	IJJISHARES TR	23,694	$3.1B	0.65%
22	IJKISHARES TR	30,750	$3.0B	0.62%
23	AAPLAPPLE INC	10,929	$3.0B	0.62%
24	PTLCPACER FDS TR	49,597	$2.8B	0.57%
25	XLKSELECT SECTOR SPDR TR	19,090	$2.7B	0.57%
26	NVDANVIDIA CORPORATION	14,348	$2.7B	0.56%
27	AMZNAMAZON COM INC	10,585	$2.4B	0.51%
28	BTCWWISDOMTREE BITCOIN FD	26,307	$2.4B	0.51%
29	TSLATESLA INC	5,103	$2.3B	0.48%
30	ISRAVANECK ETF TRUST	37,527	$2.2B	0.46%
31	ORCLORACLE CORP	9,518	$1.9B	0.39%
32	BRK/BBERKSHIRE HATHAWAY INC DEL	3,643	$1.8B	0.38%
33	PHPARKER-HANNIFIN CORP	1,982	$1.7B	0.36%
34	SHOPSHOPIFY INC	10,819	$1.7B	0.36%
35	WMTWALMART INC	15,559	$1.7B	0.36%
36	FVDFIRST TR EXCHANGE-TRADED FD	37,391	$1.7B	0.36%
37	MSFTMICROSOFT CORP	3,523	$1.7B	0.36%
38	PWRQUANTA SVCS INC	4,019	$1.7B	0.35%
39	APPAPPLOVIN CORP	2,508	$1.7B	0.35%
40	GEVGE VERNOVA INC	2,565	$1.7B	0.35%
41	HIIHUNTINGTON INGALLS INDS INC	4,927	$1.7B	0.35%
42	RDDTREDDIT INC	7,211	$1.7B	0.35%
43	RDVYFIRST TR EXCHANGE TRADED FD	23,844	$1.7B	0.35%
44	VSTVISTRA CORP	9,998	$1.6B	0.34%
45	ULTAULTA BEAUTY INC	2,648	$1.6B	0.33%
46	CSXCSX CORP	44,081	$1.6B	0.33%
47	CLSCELESTICA INC	5,396	$1.6B	0.33%
48	SPGIS&P GLOBAL INC	3,051	$1.6B	0.33%
49	CCOCAMECO CORP	17,337	$1.6B	0.33%
50	JCIJOHNSON CTLS INTL PLC	13,098	$1.6B	0.33%
51	STXSEAGATE TECHNOLOGY HLDNGS PL	5,689	$1.6B	0.33%
52	PANWPALO ALTO NETWORKS INC	8,448	$1.6B	0.32%
53	ETHAISHARES ETHEREUM TR	68,937	$1.5B	0.32%
54	EPIWISDOMTREE TR	33,390	$1.5B	0.32%
55	GLXYGALAXY DIGITAL INC.	69,132	$1.5B	0.32%
56	HOODROBINHOOD MKTS INC	13,473	$1.5B	0.32%
57	FSLRFIRST SOLAR INC	5,778	$1.5B	0.31%
58	COWZPACER FDS TR	25,069	$1.5B	0.31%
59	AUANGLOGOLD ASHANTI PLC	17,500	$1.5B	0.31%
60	CRSCARPENTER TECHNOLOGY CORP	4,650	$1.5B	0.31%
61	TTTRANE TECHNOLOGIES PLC	3,725	$1.4B	0.30%
62	XLISELECT SECTOR SPDR TR	9,279	$1.4B	0.30%
63	GRNYTIDAL TRUST I	57,550	$1.4B	0.30%
64	JPMJPMORGAN CHASE & CO.	4,395	$1.4B	0.30%
65	BABAALIBABA GROUP HLDG LTD	9,564	$1.4B	0.29%
66	PTINPACER FDS TR	43,139	$1.4B	0.28%
67	PTMCPACER FDS TR	36,618	$1.3B	0.27%
68	XLCSELECT SECTOR SPDR TR	10,911	$1.3B	0.27%
69	SCHBSCHWAB STRATEGIC TR	47,356	$1.2B	0.26%
70	ITOTISHARES TR	8,324	$1.2B	0.26%
71	NDQINVESCO QQQ TR	1,830	$1.1B	0.23%
72	FTCSFIRST TR EXCHANGE-TRADED FD	12,131	$1.1B	0.23%
73	RPMRPM INTL INC	9,973	$1.0B	0.22%
74	WWJDNORTHERN LTS FD TR IV	22,817	$832.0M	0.17%
75	DIVIFRANKLIN TEMPLETON ETF TR	19,437	$755.0M	0.16%
76	SCHASCHWAB STRATEGIC TR	26,127	$744.0M	0.16%
77	XMHQINVESCO EXCHANGE TRADED FD T	6,584	$674.0M	0.14%
78	AVUVAMERICAN CENTY ETF TR	6,411	$653.0M	0.14%
79	BIBLNORTHERN LTS FD TR IV	13,444	$606.0M	0.13%
80	OUNZVANECK MERK GOLD ETF	14,487	$600.0M	0.13%
81	SDVYFIRST TR EXCHANGE-TRADED FD	14,475	$554.0M	0.12%
82	GOOGALPHABET INC	1,725	$541.0M	0.11%
83	IMCGISHARES TR	6,675	$532.0M	0.11%
84	VUGVANGUARD INDEX FDS	1,085	$529.0M	0.11%
85	HAWXISHARES TR	13,037	$514.0M	0.11%
86	FBTCFIDELITY WISE ORIGIN BITCOIN	6,655	$507.0M	0.11%
87	GOOGLALPHABET INC	1,572	$492.0M	0.10%
88	SLVISHARES SILVER TR	7,128	$459.0M	0.10%
89	PTLNORTHERN LTS FD TR IV	1,830	$454.0M	0.09%
90	NUVNUVEEN MUN VALUE FD INC	47,337	$428.0M	0.09%
91	NUENUCOR CORP	2,617	$426.0M	0.09%
92	XMLVINVESCO EXCH TRADED FD TR II	6,758	$421.0M	0.09%
93	CALFPACER FDS TR	9,248	$410.0M	0.09%
94	METAMETA PLATFORMS INC	619	$408.0M	0.09%
95	VTIVANGUARD INDEX FDS	1,174	$393.0M	0.08%
96	ANETARISTA NETWORKS INC	2,881	$377.0M	0.08%
97	IJHISHARES TR	5,402	$356.0M	0.07%
98	RWJINVESCO EXCH TRADED FD TR II	7,284	$354.0M	0.07%
99	SIVRABRDN SILVER ETF TRUST	5,011	$338.0M	0.07%
100	DBAWDBX ETF TR	7,988	$329.0M	0.07%

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