Whitaker-Myers Wealth Managers, LTD.

13F filer · CIK 0001973849

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$599MU.S. long equity reported on 13F

Positions508 new · 7 closed

Net flow last quarter+$6.35MBuys minus sells

Top 10 positions weight5.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202650 positions
IWSImageware Systems Inc	$6.79M	1.13%	Not reported	+1.4%	Q4 2022
AMDAdvanced Micro Devices Inc	$3.05M	0.51%	0.00%	Not reported	Q1 2024
AAPLApple Inc.	$2.98M	0.50%	0.00%	+2.8%	Q4 2022
ANETArista Networks, Inc.	$2.86M	0.48%	0.00%	+564.1%	Q1 2024
GOOGLAlphabet Inc.	$2.8M	0.47%	0.00%	+398.2%	Q4 2023
NVDANvidia Corp	$2.75M	0.46%	0.00%	-2.3%	Q3 2023
BTCWWisdomTree Bitcoin Fund	$2.75M	0.46%	2.03%	+14.5%	Q4 2024
GEVGE Vernova Inc.	$2.68M	0.45%	0.00%	-3.2%	Q1 2025
MTBM&T Bank Corp	$2.67M	0.45%	0.01%	+12.6%	Q1 2026
PWRQuanta Services, Inc.	$2.63M	0.44%	0.00%	-2.9%	Q1 2025
AMZNAmazon Com Inc	$2.6M	0.43%	0.00%	-19.9%	Q4 2022
TSLATesla, Inc.	$2.6M	0.43%	0.00%	-6.6%	Q4 2022
MRKMerck & Co., Inc.	$2.57M	0.43%	0.00%	+13.0%	Q1 2026
CRSCarpenter Technology Corp	$2.57M	0.43%	0.01%	-20.5%	Q3 2025
BRK.BBerkshire Hathaway Inc	$2.47M	0.41%	Not reported	+1.0%	Q4 2024
JCIJohnson Controls International plc	$2.46M	0.41%	0.00%	+17.3%	Q3 2025
DELLDell Technologies Inc.	$2.44M	0.41%	0.00%	New	Q2 2026
TTTrane Technologies plc	$2.43M	0.41%	0.00%	+11.4%	Q3 2025
AMGNAmgen Inc	$2.42M	0.40%	0.00%	+11.6%	Q3 2024
GSGoldman Sachs Group Inc	$2.4M	0.40%	0.00%	Not reported	Q1 2025
WMTWalmart Inc.	$2.32M	0.39%	0.00%	+17.3%	Q4 2024
GILDGilead Sciences, Inc.	$2.31M	0.39%	0.00%	+27.0%	Q1 2026
PHParker-Hannifin Corp	$2.27M	0.38%	0.00%	+12.5%	Q4 2025
MARMarriott International Inc	$2.27M	0.38%	0.00%	New	Q2 2026
CSXCSX Corp	$2.26M	0.38%	0.00%	+0.8%	Q4 2025
CRWVCoreWeave, Inc.	$2.22M	0.37%	Not reported	New	Q2 2026
VSTVistra Corp.	$2.17M	0.36%	0.00%	+0.1%	Q3 2025
JPMJPMorgan Chase & Co	$2.17M	0.36%	0.00%	+53.7%	Q4 2022
BGBunge Global SA	$2.09M	0.35%	0.01%	+10.1%	Q1 2026
CLSCelestica Inc	$2.03M	0.34%	0.00%	-21.2%	Q3 2025
ORCLOracle Corp	$2M	0.33%	0.00%	-12.0%	Q2 2024
APLDApplied Digital Corp.	$1.84M	0.31%	0.02%	New	Q2 2026
ETHAiShares Ethereum Trust ETF	$1.72M	0.29%	0.04%	+14.5%	Q4 2025
BABAAlibaba Group Holding Ltd	$1.71M	0.28%	0.00%	+28.1%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.48M	0.25%	Not reported	-8.4%	Q4 2022
MSFTMicrosoft Corp	$1.19M	0.20%	0.00%	+0.6%	Q4 2022
RPMRPM International Inc	$1.11M	0.19%	0.01%	Not reported	Q3 2024
QQQInvesco QQQ Trust, Series 1	$1.05M	0.17%	Not reported	-8.5%	Q4 2022
NUVNuveen Municipal Value Fund Inc	$1.02M	0.17%	Not reported	+4.4%	Q2 2025
FBTCFidelity Wise Origin Bitcoin Fund	$650K	0.11%	0.01%	+22.0%	Q3 2025
GOOGAlphabet Inc.	$587K	0.10%	Not reported	+3.3%	Q1 2024
NUENucor Corp	$521K	0.09%	0.00%	-10.7%	Q2 2024
OUNZVanEck Merk Gold ETF	$473K	0.08%	0.02%	-11.5%	Q2 2023
ESSCEast Stone Acquisition Corporation	$416K	0.07%	0.18%	+6.6%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$351K	0.06%	Not reported	Not reported	Q4 2022
SLViShares Silver Trust	$308K	0.05%	0.00%	-8.3%	Q4 2023
CATCaterpillar Inc	$291K	0.05%	0.00%	-5.2%	Q1 2024
SIVRabrdn Silver ETF Trust	$255K	0.04%	0.01%	-1.7%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$206K	0.03%	0.00%	Not reported	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$205K	0.03%	0.00%	Not reported	Q4 2024
Q1 2026Reported Apr 9, 202649 positions
IWSImageware Systems Inc	$5.93M	1.18%	Not reported	+4.3%	Q4 2022
AMZNAmazon Com Inc	$2.83M	0.56%	0.00%	+28.5%	Q4 2022
BTCWWisdomTree Bitcoin Fund	$2.77M	0.55%	1.89%	+47.1%	Q4 2024
AAPLApple Inc.	$2.54M	0.51%	0.00%	-8.4%	Q4 2022
TSLATesla, Inc.	$2.46M	0.49%	0.00%	+29.6%	Q4 2022
NVDANvidia Corp	$2.45M	0.49%	0.00%	-1.9%	Q3 2023
BRK.BBerkshire Hathaway Inc	$2.34M	0.47%	Not reported	+34.2%	Q4 2024
ORCLOracle Corp	$2.28M	0.46%	0.00%	+63.1%	Q2 2024
BGBunge Global SA	$2.27M	0.45%	0.01%	New	Q1 2026
KOCoca Cola Co	$2.22M	0.44%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$2.17M	0.43%	0.00%	+12.2%	Q4 2024
MRKMerck & Co., Inc.	$2.13M	0.42%	0.00%	New	Q1 2026
AXPAmerican Express Co	$2.12M	0.42%	0.00%	Not reported	Q1 2024
PANWPalo Alto Networks Inc	$2.11M	0.42%	0.00%	+55.6%	Q3 2024
AMGNAmgen Inc	$2.1M	0.42%	0.00%	Not reported	Q3 2024
PWRQuanta Services, Inc.	$2.07M	0.41%	0.00%	-6.3%	Q1 2025
CRSCarpenter Technology Corp	$2.07M	0.41%	0.01%	+12.8%	Q3 2025
GEVGE Vernova Inc.	$2.06M	0.41%	0.00%	-8.0%	Q1 2025
MTBM&T Bank Corp	$2.06M	0.41%	0.01%	New	Q1 2026
VSTVistra Corp.	$2.06M	0.41%	0.00%	+36.9%	Q3 2025
GILDGilead Sciences, Inc.	$2.01M	0.40%	0.00%	New	Q1 2026
ETHAiShares Ethereum Trust ETF	$2M	0.40%	0.03%	+83.4%	Q4 2025
CLSCelestica Inc	$1.99M	0.40%	0.01%	+31.1%	Q3 2025
FSLRFirst Solar, Inc.	$1.94M	0.39%	0.01%	+70.3%	Q3 2025
QXOQXO, Inc.	$1.94M	0.39%	0.01%	New	Q1 2026
CSXCSX Corp	$1.94M	0.39%	0.00%	+7.0%	Q4 2025
JCIJohnson Controls International plc	$1.88M	0.37%	0.00%	+9.4%	Q3 2025
PHParker-Hannifin Corp	$1.85M	0.37%	0.00%	+4.1%	Q4 2025
TTTrane Technologies plc	$1.85M	0.37%	0.00%	+19.0%	Q3 2025
HIIHuntington Ingalls Industries, Inc.	$1.75M	0.35%	0.01%	-6.4%	Q4 2025
BABAAlibaba Group Holding Ltd	$1.74M	0.35%	0.00%	+45.1%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.58M	0.31%	Not reported	-10.3%	Q4 2022
JPMJPMorgan Chase & Co	$1.27M	0.25%	0.00%	-2.0%	Q4 2022
MSFTMicrosoft Corp	$1.18M	0.23%	0.00%	-9.9%	Q4 2022
RPMRPM International Inc	$991K	0.20%	0.01%	Not reported	Q3 2024
NUVNuveen Municipal Value Fund Inc	$953K	0.19%	Not reported	+124.0%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$895K	0.18%	Not reported	-15.3%	Q4 2022
OUNZVanEck Merk Gold ETF	$624K	0.12%	0.02%	-4.5%	Q2 2023
FBTCFidelity Wise Origin Bitcoin Fund	$616K	0.12%	0.00%	+56.8%	Q3 2025
GOOGAlphabet Inc.	$461K	0.09%	Not reported	-6.8%	Q1 2024
GOOGLAlphabet Inc.	$452K	0.09%	0.00%	+0.1%	Q4 2023
NUENucor Corp	$443K	0.09%	0.00%	+0.2%	Q2 2024
SLViShares Silver Trust	$428K	0.09%	0.00%	-11.8%	Q4 2023
SIVRabrdn Silver ETF Trust	$331K	0.07%	0.01%	-7.9%	Q3 2025
ESSCEast Stone Acquisition Corporation	$321K	0.06%	0.17%	+21.1%	Q4 2025
METAMeta Platforms, Inc.	$314K	0.06%	Not reported	-11.3%	Q1 2024
ANETArista Networks, Inc.	$311K	0.06%	0.00%	-11.9%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$306K	0.06%	Not reported	-2.9%	Q4 2022
CATCaterpillar Inc	$204K	0.04%	0.00%	-25.8%	Q1 2024
Q4 2025Reported Jan 22, 202655 positions
IWSImageware Systems Inc	$5.5M	1.15%	Not reported	+8.5%	Q4 2022
AAPLApple Inc.	$2.97M	0.62%	0.00%	-0.4%	Q4 2022
NVDANvidia Corp	$2.68M	0.56%	0.00%	-47.8%	Q3 2023
AMZNAmazon Com Inc	$2.44M	0.51%	0.00%	+59.9%	Q4 2022
BTCWWisdomTree Bitcoin Fund	$2.44M	0.51%	1.75%	+45.4%	Q4 2024
TSLATesla, Inc.	$2.29M	0.48%	0.00%	+48.3%	Q4 2022
ORCLOracle Corp	$1.86M	0.39%	0.00%	+157.0%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.83M	0.38%	Not reported	+95.0%	Q4 2024
PHParker-Hannifin Corp	$1.74M	0.36%	0.00%	New	Q4 2025
SHOPShopify Inc.	$1.74M	0.36%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$1.73M	0.36%	0.00%	+65.4%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.72M	0.36%	Not reported	-8.7%	Q4 2022
MSFTMicrosoft Corp	$1.7M	0.36%	0.00%	+8.8%	Q4 2022
PWRQuanta Services, Inc.	$1.7M	0.35%	0.00%	Not reported	Q1 2025
APPAppLovin Corp	$1.69M	0.35%	0.00%	New	Q4 2025
GEVGE Vernova Inc.	$1.68M	0.35%	0.00%	Not reported	Q1 2025
HIIHuntington Ingalls Industries, Inc.	$1.68M	0.35%	0.01%	New	Q4 2025
RDDTReddit, Inc.	$1.66M	0.35%	Not reported	+70.8%	Q3 2025
VSTVistra Corp.	$1.61M	0.34%	0.00%	+152.8%	Q3 2025
ULTAUlta Beauty, Inc.	$1.6M	0.33%	0.01%	New	Q4 2025
CSXCSX Corp	$1.6M	0.33%	0.00%	New	Q4 2025
CLSCelestica Inc	$1.6M	0.33%	0.00%	+58.8%	Q3 2025
SPGIS&P Global Inc.	$1.59M	0.33%	0.00%	+82.3%	Q3 2024
CCJCameco Corp	$1.59M	0.33%	0.00%	+72.1%	Q3 2025
JCIJohnson Controls International plc	$1.57M	0.33%	0.00%	+75.9%	Q3 2025
STXSeagate Technology Holdings plc	$1.57M	0.33%	0.00%	+47.0%	Q3 2025
PANWPalo Alto Networks Inc	$1.56M	0.32%	0.00%	+82.3%	Q3 2024
ETHAiShares Ethereum Trust ETF	$1.55M	0.32%	0.01%	New	Q4 2025
GLXYGalaxy Digital Inc.	$1.55M	0.32%	69132.00%	New	Q4 2025
HOODRobinhood Markets, Inc.	$1.52M	0.32%	0.01%	+46.6%	Q2 2025
FSLRFirst Solar, Inc.	$1.51M	0.31%	0.01%	+46.8%	Q3 2025
AUAngloGold Ashanti PLC	$1.49M	0.31%	0.00%	+38.8%	Q3 2025
CRSCarpenter Technology Corp	$1.46M	0.31%	0.01%	+43.3%	Q3 2025
TTTrane Technologies plc	$1.45M	0.30%	0.00%	+91.8%	Q3 2025
JPMJPMorgan Chase & Co	$1.42M	0.30%	0.00%	+1.2%	Q4 2022
BABAAlibaba Group Holding Ltd	$1.4M	0.29%	0.00%	+96.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.12M	0.23%	Not reported	-5.8%	Q4 2022
RPMRPM International Inc	$1.04M	0.22%	0.01%	Not reported	Q3 2024
OUNZVanEck Merk Gold ETF	$601K	0.13%	0.02%	0.0%	Q2 2023
GOOGAlphabet Inc.	$541K	0.11%	Not reported	-3.1%	Q1 2024
FBTCFidelity Wise Origin Bitcoin Fund	$507K	0.11%	0.00%	+151.1%	Q3 2025
GOOGLAlphabet Inc.	$492K	0.10%	0.00%	-14.0%	Q4 2023
SLViShares Silver Trust	$459K	0.10%	0.00%	-7.3%	Q4 2023
NUVNuveen Municipal Value Fund Inc	$429K	0.09%	Not reported	Not reported	Q2 2025
NUENucor Corp	$427K	0.09%	0.00%	-21.2%	Q2 2024
METAMeta Platforms, Inc.	$409K	0.09%	Not reported	-82.2%	Q1 2024
ANETArista Networks, Inc.	$377K	0.08%	0.00%	-84.1%	Q1 2024
SIVRabrdn Silver ETF Trust	$339K	0.07%	0.01%	+5.4%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$330K	0.07%	Not reported	+1.7%	Q4 2022
GSGoldman Sachs Group Inc	$298K	0.06%	0.00%	-89.0%	Q1 2025

Q3 2025Reported Oct 16, 202551 positions
NVDANvidia Corp	$5.13M	1.12%	0.00%	+12.9%	Q3 2023
IWSImageware Systems Inc	$5.02M	1.09%	Not reported	+3.8%	Q4 2022
AAPLApple Inc.	$2.79M	0.61%	0.00%	-31.9%	Q4 2022
ANETArista Networks, Inc.	$2.65M	0.58%	0.00%	+141.6%	Q1 2024
METAMeta Platforms, Inc.	$2.55M	0.56%	Not reported	+184.2%	Q1 2024
GSGoldman Sachs Group Inc	$2.45M	0.53%	0.00%	+228.8%	Q1 2025
AMDAdvanced Micro Devices Inc	$2.35M	0.51%	0.00%	+195.7%	Q1 2024
BTCWWisdomTree Bitcoin Fund	$2.19M	0.48%	1.20%	+15.2%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$1.89M	0.41%	Not reported	-7.1%	Q4 2022
MSFTMicrosoft Corp	$1.68M	0.37%	0.00%	-38.5%	Q4 2022
TSLATesla, Inc.	$1.53M	0.33%	0.00%	-7.5%	Q4 2022
AMZNAmazon Com Inc	$1.45M	0.32%	0.00%	+0.8%	Q4 2022
JPMJPMorgan Chase & Co	$1.37M	0.30%	0.00%	-49.3%	Q4 2022
HOODRobinhood Markets, Inc.	$1.32M	0.29%	0.00%	+17.6%	Q2 2025
RPMRPM International Inc	$1.18M	0.26%	0.01%	Not reported	Q3 2024
QQQInvesco QQQ Trust, Series 1	$1.17M	0.25%	Not reported	-10.9%	Q4 2022
KTOSKratos Defense & Security Solutions, Inc.	$1.14M	0.25%	0.01%	New	Q3 2025
LRNStride, Inc.	$1.06M	0.23%	0.02%	New	Q3 2025
ORCLOracle Corp	$1.04M	0.23%	0.00%	+6.0%	Q2 2024
EMEEMCOR Group, Inc.	$1.03M	0.22%	0.00%	New	Q3 2025
RDDTReddit, Inc.	$971K	0.21%	Not reported	New	Q3 2025
WMTWalmart Inc.	$969K	0.21%	0.00%	Not reported	Q4 2024
PANWPalo Alto Networks Inc	$943K	0.21%	0.00%	+44.0%	Q3 2024
GEGeneral Electric Co	$941K	0.21%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$939K	0.20%	Not reported	Not reported	Q4 2024
STXSeagate Technology Holdings plc	$914K	0.20%	0.00%	New	Q3 2025
AUAngloGold Ashanti PLC	$887K	0.19%	0.00%	New	Q3 2025
PGRProgressive Corp	$878K	0.19%	0.00%	-23.8%	Q1 2025
COINCoinbase Global, Inc.	$873K	0.19%	0.00%	Not reported	Q4 2024
BABAAlibaba Group Holding Ltd	$870K	0.19%	0.00%	Not reported	Q4 2024
FSLRFirst Solar, Inc.	$868K	0.19%	0.00%	New	Q3 2025
CCJCameco Corp	$845K	0.18%	0.00%	New	Q3 2025
CLSCelestica Inc	$837K	0.18%	0.00%	New	Q3 2025
TTTrane Technologies plc	$819K	0.18%	0.00%	New	Q3 2025
KRKroger Co	$819K	0.18%	0.00%	New	Q3 2025
JCIJohnson Controls International plc	$819K	0.18%	0.00%	New	Q3 2025
SPGIS&P Global Inc.	$815K	0.18%	0.00%	+52.7%	Q3 2024
CRSCarpenter Technology Corp	$797K	0.17%	0.01%	New	Q3 2025
JJacobs Solutions Inc.	$783K	0.17%	0.00%	New	Q3 2025
VSTVistra Corp.	$775K	0.17%	0.00%	New	Q3 2025
DEDeere & Co	$754K	0.16%	0.00%	New	Q3 2025
OUNZVanEck Merk Gold ETF	$539K	0.12%	0.03%	-2.6%	Q2 2023
NUENucor Corp	$449K	0.10%	0.00%	+0.4%	Q2 2024
GOOGLAlphabet Inc.	$444K	0.10%	0.00%	-19.9%	Q4 2023
GOOGAlphabet Inc.	$434K	0.09%	Not reported	-63.3%	Q1 2024
NUVNuveen Municipal Value Fund Inc	$425K	0.09%	Not reported	Not reported	Q2 2025
SLViShares Silver Trust	$326K	0.07%	0.00%	-5.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$317K	0.07%	Not reported	-89.1%	Q4 2022
AXONAxon Enterprise, Inc.	$277K	0.06%	0.00%	-79.0%	Q3 2024
FBTCFidelity Wise Origin Bitcoin Fund	$264K	0.06%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed