Whitaker-Myers Wealth Managers, LTD. - Portfolio overview

Whitaker-Myers Wealth Managers, LTD. has 136 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. MOAT - VANECK ETF TRUST, 7.49%
2. DBEF - DBX ETF TR, 6.40%
3. SCHD - SCHWAB STRATEGIC TR, 5.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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