Managers / Q1 2025 · view latest →
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849 · 1485 LEXINGTON AVE., MANSFIELD, OH, 44907 · 330-345-5000
Reported Value
$357M
Q1 2025
Positions
113
Filings on Record
15
2019–present window
Filed
Apr 14, 2025
original filing
Summary
Whitaker-Myers Wealth Managers, Ltd. reported $357M in U.S.-listed holdings across 113 positions for Q1 2025.
Its largest position, MOAT, represents 15.3% of the portfolio.
Compared with Q4 2024, the fund opened 28 new positions and exited 35.
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 — Q1 2025
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 ↗.