Whitaker-Myers Wealth Managers, LTD.

CIK

1973849

Location

Mansfield, OH

Portfolio Value

Micro $73,296,873

Diversification

Diversified

Filing Date

Global Rank

#5,929 / 8,232 ▲ 409

Top Industry

Drug Manufacturers - General 9.6%

3Y Alpha vs SPY

+0.7%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+79.3%

SPY

+76.3%

Annualised alpha

+0.7%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.9%

−0.6 pts

Top 5

17.8%

−1.3 pts

Top 10

33.2%

+0.9 pts

HHI

272

Diversified+22

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	24.0%	$17,596,207	10
Technology	20.2%	$14,806,403	8
Financial Services	11.9%	$8,738,452	5
Unclassified	10.9%	$7,975,606	8
Consumer Cyclical	9.6%	$7,031,576	3
Consumer Defensive	9.1%	$6,651,893	3
Healthcare	8.5%	$6,238,814	3
Utilities	2.8%	$2,056,965	1
Basic Materials	2.0%	$1,434,527	2
Communication Services	1.0%	$766,430	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
NUV	Nuveen Municipal Value Fund Inc	+58,686	106,023	$953,146
ETHA	iShares Ethereum Trust ETF	+57,486	126,423	$2,001,276
BTCW	WisdomTree Bitcoin Fund	+12,389	38,696	$2,774,890
ORCL	Oracle Corp	+6,008	15,526	$2,284,029
PANW	Palo Alto Networks Inc	+4,700	13,148	$2,107,887
BABA	Alibaba Group Holding Ltd	+4,317	13,881	$1,741,510
FSLR	First Solar, Inc.	+4,061	9,839	$1,940,841
FBTC	Fidelity Wise Origin Bitcoin Fund	+3,780	10,435	$615,978
VST	Vistra Corp.	+3,685	13,683	$2,056,965
CSX	Csx Corp	+3,070	47,151	$1,935,548
AMZN	Amazon Com Inc	+3,013	13,598	$2,832,055
WMT	Walmart Inc.	+1,900	17,459	$2,169,804
CLS	Celestica Inc	+1,678	7,074	$1,992,604
TSLA	Tesla, Inc.	+1,509	6,612	$2,458,011
BRK-B	Berkshire Hathaway Inc	+1,246	4,889	$2,342,808
JCI	Johnson Controls International plc	+1,226	14,324	$1,875,727
TT	Trane Technologies plc	+708	4,433	$1,847,408
CRS	Carpenter Technology Corp	+593	5,243	$2,066,528
PH	Parker-Hannifin Corp	+82	2,064	$1,847,775
NUE	Nucor Corp	+4	2,621	$443,211
GOOGL	Alphabet Inc.	+1	1,573	$452,331
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−921	10,008	$2,539,930
SLV	iShares Silver Trust	−840	6,288	$428,464
OUNZ	VanEck Merk Gold ETF	−645	13,842	$623,582
SIVR	abrdn Silver ETF Trust	−395	4,616	$330,551
MSFT	Microsoft Corp	−348	3,175	$1,175,289
ANET	Arista Networks, Inc.	−344	2,537	$311,492
HII	Huntington Ingalls Industries, Inc.	−314	4,613	$1,752,478
QQQ	Invesco Qqq Trust, Series 1	−279	1,551	$895,206
NVDA	Nvidia Corp	−275	14,073	$2,454,331
PWR	Quanta Services, Inc.	−252	3,767	$2,068,158
GEV	GE Vernova Inc.	−206	2,359	$2,059,171
CAT	Caterpillar Inc	−100	288	$204,036
JPM	Jpmorgan Chase & Co	−87	4,308	$1,267,241
META	Meta Platforms, Inc.	−70	549	$314,099
SPY	Spdr S&P 500 ETF Trust	−14	470	$305,659
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
BG	Bunge Global SA	17,818	$2,266,449
KO	Coca Cola Co	29,134	$2,215,640
MRK	Merck & Co., Inc.	17,699	$2,129,012
AXP	American Express Co	7,000	$2,117,360
AMGN	Amgen Inc	5,979	$2,103,711
MTB	M&T Bank Corp	9,955	$2,057,897
GILD	Gilead Sciences, Inc.	14,394	$2,006,091
QXO	QXO, Inc.	99,865	$1,939,378
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
SHOP	Shopify Inc.	10,819	$1,741,534
APP	AppLovin Corp	2,508	$1,689,940
RDDT	Reddit, Inc.	7,211	$1,657,592
ULTA	Ulta Beauty, Inc.	2,648	$1,602,066
SPGI	S&P Global Inc.	3,051	$1,594,422
CCJ	Cameco Corp	17,337	$1,586,162
STX	Seagate Technology Holdings plc	5,689	$1,566,693
GLXY	Galaxy Digital Inc.	69,132	$1,545,791
HOOD	Robinhood Markets, Inc.	13,473	$1,523,796
AU	AngloGold Ashanti PLC	17,500	$1,492,400
GS	Goldman Sachs Group Inc	339	$297,981
AMD	Advanced Micro Devices Inc	1,308	$280,121
ETR	Entergy Corp /De/	2,826	$261,207
AXON	Axon Enterprise, Inc.	353	$200,479
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $73,296,873 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,598	+3,013	$2,832,055	+15.9%	3.86%
BTCW	WisdomTree Bitcoin Fund	Added	38,696	+12,389	$2,774,890	+13.8%	3.79%
AAPL	Apple Inc. Technology	Reduced	10,008	-921	$2,539,930	−14.5%	3.47%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,612	+1,509	$2,458,011	+7.1%	3.35%
NVDA	Nvidia Corp Technology	Reduced	14,073	-275	$2,454,331	−8.3%	3.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,889	+1,246	$2,342,808	+27.9%	3.20%
ORCL	Oracle Corp Technology	Added	15,526	+6,008	$2,284,029	+23.1%	3.12%
BG	Bunge Global SA Consumer Defensive	NEW	17,818	NEW	$2,266,449	NEW	3.09%
KO	Coca Cola Co Consumer Defensive	NEW	29,134	NEW	$2,215,640	NEW	3.02%
WMT	Walmart Inc. Consumer Defensive	Added	17,459	+1,900	$2,169,804	+25.2%	2.96%
MRK	Merck & Co., Inc. Healthcare	NEW	17,699	NEW	$2,129,012	NEW	2.90%
AXP	American Express Co Financial Services	NEW	7,000	NEW	$2,117,360	NEW	2.89%
PANW	Palo Alto Networks Inc Technology	Added	13,148	+4,700	$2,107,887	+35.5%	2.88%
AMGN	Amgen Inc Healthcare	NEW	5,979	NEW	$2,103,711	NEW	2.87%
PWR	Quanta Services, Inc. Industrials	Reduced	3,767	-252	$2,068,158	+21.9%	2.82%
CRS	Carpenter Technology Corp Industrials	Added	5,243	+593	$2,066,528	+41.2%	2.82%
GEV	GE Vernova Inc. Industrials	Reduced	2,359	-206	$2,059,171	+22.8%	2.81%
MTB	M&T Bank Corp Financial Services	NEW	9,955	NEW	$2,057,897	NEW	2.81%
VST	Vistra Corp. Utilities	Added	13,683	+3,685	$2,056,965	+27.5%	2.81%
GILD	Gilead Sciences, Inc. Healthcare	NEW	14,394	NEW	$2,006,091	NEW	2.74%
ETHA	iShares Ethereum Trust ETF	Added	126,423	+57,486	$2,001,276	+29.4%	2.73%
CLS	Celestica Inc Technology	Added	7,074	+1,678	$1,992,604	+24.9%	2.72%
FSLR	First Solar, Inc. Technology	Added	9,839	+4,061	$1,940,841	+28.6%	2.65%
QXO	QXO, Inc. Industrials	NEW	99,865	NEW	$1,939,378	NEW	2.65%
CSX	Csx Corp Industrials	Added	47,151	+3,070	$1,935,548	+21.1%	2.64%
JCI	Johnson Controls International plc Industrials	Added	14,324	+1,226	$1,875,727	+19.6%	2.56%
PH	Parker-Hannifin Corp Industrials	Added	2,064	+82	$1,847,775	+6.1%	2.52%
TT	Trane Technologies plc Industrials	Added	4,433	+708	$1,847,408	+27.4%	2.52%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	4,613	-314	$1,752,478	+4.6%	2.39%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	13,881	+4,317	$1,741,510	+24.2%	2.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,308	-87	$1,267,241	−10.5%	1.73%
MSFT	Microsoft Corp Technology	Reduced	3,175	-348	$1,175,289	−31.0%	1.60%
RPM	Rpm International Inc/De/ Basic Materials	Held	9,973	0	$991,316	−4.4%	1.35%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Added	106,023	+58,686	$953,146	+122.2%	1.30%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,551	-279	$895,206	−20.4%	1.22%
OUNZ	VanEck Merk Gold ETF	Reduced	13,842	-645	$623,582	+3.8%	0.85%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	10,435	+3,780	$615,978	+21.4%	0.84%
GOOGL	Alphabet Inc. Communication Services	Added	1,573	+1	$452,331	−8.1%	0.62%
NUE	Nucor Corp Basic Materials	Added	2,621	+4	$443,211	+3.8%	0.60%
SLV	iShares Silver Trust	Reduced	6,288	-840	$428,464	−6.7%	0.58%
SIVR	abrdn Silver ETF Trust	Reduced	4,616	-395	$330,551	−2.5%	0.45%
META	Meta Platforms, Inc. Communication Services	Reduced	549	-70	$314,099	−23.1%	0.43%
ANET	Arista Networks, Inc. Technology	Reduced	2,537	-344	$311,492	−17.5%	0.42%
SPY	Spdr S&P 500 ETF Trust	Reduced	470	-14	$305,659	−7.4%	0.42%
CAT	Caterpillar Inc Industrials	Reduced	288	-100	$204,036	−8.2%	0.28%