Managers / Q2 2026
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849 · 1485 LEXINGTON AVE., MANSFIELD, OH, 44907 · 330-345-5000
Reported Value
$599M
Q2 2026
Positions
113
Filings on Record
15
2019–present window
Filed
Jul 9, 2026
original filing
Summary
Whitaker-Myers Wealth Managers, Ltd. reported $599M in U.S.-listed holdings across 113 positions for Q2 2026.
Its largest position, MOAT, represents 7.5% of the portfolio.
Compared with Q1 2026, the fund opened 13 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $599M | 113 | Jul 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $502M | 108 | Apr 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $479M | 115 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $459M | 116 | Oct 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $397M | 109 | Jul 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $357M | 113 | Apr 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $343M | 120 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $301M | 106 | Oct 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $271M | 99 | Jul 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $237M | 95 | Apr 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $201M | 87 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $161M | 77 | Oct 5, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $149M | 73 | Jul 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $129M | 66 | Apr 21, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.