13F Filings History of Whitaker-Myers Wealth Managers, LTD.

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$479,333,486
Signature - Title
Kelly F. Taylor - Chief Compliance Officer
Location
Mansfield, OH
Summary
This page shows a list of all the recent 13F filings made by Whitaker-Myers Wealth Managers, LTD.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Whitaker-Myers Wealth Managers, LTD. reported 115 stock holdings with total value $479,333,486 as of Q4 2025. Top holdings included MOAT, DBEF, QQQM, SCHD, and SPMO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 115 $479,333,486 +$49,986,415 -$35,636,885 +$14,349,530 MOAT, DBEF, QQQM, SCHD, SPMO 13F-HR 22 Jan 2026, 15:32
Q3 2025 116 $458,603,087 +$126,526,968 -$88,389,015 +$38,137,953 MOAT, QQQM, DBEF, SCHD, SPMO 13F-HR 15 Oct 2025, 17:51
Q2 2025 109 $396,973,666 +$40,766,684 -$29,812,406 +$10,954,278 MOAT, DBEF, QQQM, SCHD, VBR 13F-HR 07 Jul 2025, 16:33
Q1 2025 113 $356,545,497 +$46,425,581 -$21,918,251 +$24,507,330 MOAT, DBEF, SCHD, QQQM, VBR 13F-HR 14 Apr 2025, 10:39
Q4 2024 120 $342,971,867 +$84,140,213 -$16,470,396 +$67,669,817 MOAT, QQQM, DBEF, SCHD, VBR 13F-HR 15 Jan 2025, 16:53
Q3 2024 106 $300,729,348 +$21,151,917 -$9,766,705 +$11,385,212 MOAT, DBEF, QQQM, SCHD, VBR 13F-HR 18 Oct 2024, 15:41
Q2 2024 99 $270,842,019 +$42,899,290 -$7,168,464 +$35,730,826 MOAT, DBEF, QQQM, SCHD, VBR 13F-HR 26 Jul 2024, 15:17
Q1 2024 95 $237,026,802 +$32,876,869 -$10,281,164 +$22,595,705 MOAT, DBEF, QQQM, SCHD, VBR 13F-HR 12 Apr 2024, 16:30
Q4 2023 87 $200,786,970 +$30,259,159 -$6,892,888 +$23,366,271 MOAT, QQQM, SCHD, DBEF, VBR 13F-HR 12 Jan 2024, 12:53
Q3 2023 77 $161,100,871 +$33,303,341 -$16,200,745 +$17,102,596 MOAT, SCHD, DBEF, QQQM, VBR 13F-HR 05 Oct 2023, 17:00
Q2 2023 73 $149,297,848 +$15,069,911 -$1,964,568 +$13,105,343 MOAT, SCHD, DBEF, QQQM, VOO 13F-HR 13 Jul 2023, 16:35
Q1 2023 66 $129,159,464 +$23,340,692 -$5,341,158 +$17,999,534 MOAT, SCHD, DBEF, VOO, DLS 13F-HR 21 Apr 2023, 13:35
Q4 2022 68 $104,312,394 $0 $0 $0 MOAT, SCHD, VOO, DBEF, VBR 13F-HR 21 Apr 2023, 13:34