Whitaker-Myers Wealth Managers, LTD.
Annual return '25
+13.5%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$501.6M
Holdings
108
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MOAT
VANECK ETF TRUST
Q1 2026: Exited (was 395.7k shares)
7.8%
02
$DBEF
DBX ETF TR
Q1 2026: Exited (was 659.2k shares)
6.7%
03
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: Sold 96.2% (976.0k → 37.2k shares)
6.0%
04
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 116.7k shares)
5.6%
05
$SPMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 201.2k shares)
4.8%
06
$VBR
VANGUARD INDEX FDS
Q1 2026: Sold 98.6% (103.4k → 1.4k shares)
4.7%
07
$VBK
VANGUARD INDEX FDS
Q1 2026: Exited (was 72.1k shares)
4.5%
08
$IDMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 377.1k shares)
4.3%
09
$IWP
ISHARES TR
Q1 2026: Exited (was 135.8k shares)
3.7%
10
$VBIL
VANGUARD INSTL INDEX FD
Q1 2026: Exited (was 196.9k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:47 UTC.