Whitaker-Myers Wealth Managers, LTD.
- SEC CIK
- 0001973849
- Latest filing
- Jul 8, 2026
The latest 13F from Whitaker-Myers Wealth Managers, LTD. covers Q2 2026 (filed Jul 8, 2026): 113 long positions worth $598.8M. The top 10 holdings make up 52.9% of the portfolio, and the largest is VanEck Morningstar Wide Moat ETF at 7.5%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 13
- Est. +$17.1M
- Added
- 55
- Est. +$40.9M
- Reduced
- 43
- Est. −$7.45M
- Sold out
- 8
- Est. −$13.7M
Top 5 holdings
Share of this quarter's portfolio value
- VanEck Morningstar Wide Moat ETF92189F6437.5%$44.8M
- DBX ETF Tr2330512006.5%$38.8M
- Invesco Nasdaq 100 ETF46138G6496.2%$37.4M
- Invesco Exch Traded FD Tr II46138E3396.0%$35.7M
- Schwab US Dividend Equity ETF8085247975.5%$33.0M
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Instl Index FD922040845+$4.34MAdded
- AMDAdvanced Micro Devices Inc
- State Street Technology Select Sector SPDR ETF81369Y803+$2.81MAdded
- JPMorgan Ultra-Short Income ETF46641Q837+$2.78MAdded
- VanEck Morningstar Wide Moat ETF92189F643+$2.62MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $598.8M
- +$97.1M (+19.4%) vs. prior quarter
- Positions
- 113
- +5 vs. prior quarter
- Top 10 concentration
- 52.9%
- Top 10 as share of value
- Turnover
- 3.8%
- Q2 2026, one quarter
- Average holding period
- 11.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.
13F filings by quarter
15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $598.8M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 8, 2026 | 113 | $598.8M | VanEck Morningstar Wide Moat ETFDBX ETF TrInvesco Nasdaq 100 ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 9, 2026 | 108 | $501.6M | VanEck Morningstar Wide Moat ETFDBX ETF TrSchwab US Dividend Equity ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 22, 2026 | 115 | $479.3M | VanEck Morningstar Wide Moat ETFDBX ETF TrInvesco Nasdaq 100 ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 16, 2025 | 116 | $458.6M | VanEck Morningstar Wide Moat ETFInvesco Nasdaq 100 ETFDBX ETF Tr | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 7, 2025 | 109 | $397.0M | VanEck Morningstar Wide Moat ETFDBX ETF TrInvesco Nasdaq 100 ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 14, 2025 | 113 | $356.5M | VanEck Morningstar Wide Moat ETFDBX ETF TrSchwab US Dividend Equity ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 15, 2025 | 120 | $343.0M | VanEck Morningstar Wide Moat ETFInvesco Nasdaq 100 ETFDBX ETF Tr | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 18, 2024 | 106 | $300.7M | VanEck Morningstar Wide Moat ETFDBX ETF TrInvesco Nasdaq 100 ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 26, 2024 | 99 | $270.8M | VanEck Morningstar Wide Moat ETFDBX ETF TrInvesco Nasdaq 100 ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 12, 2024 | 95 | $237.0M | VanEck Morningstar Wide Moat ETFDBX ETF TrInvesco Nasdaq 100 ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 12, 2024 | 87 | $200.8M | VanEck Morningstar Wide Moat ETFInvesco Nasdaq 100 ETFSchwab US Dividend Equity ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 5, 2023 | 77 | $161.1M | VanEck Morningstar Wide Moat ETFSchwab US Dividend Equity ETFDBX ETF Tr | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 13, 2023 | 73 | $149.3M | VanEck Morningstar Wide Moat ETFSchwab US Dividend Equity ETFDBX ETF Tr | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 21, 2023 | 66 | $129.2M | VanEck Morningstar Wide Moat ETFSchwab US Dividend Equity ETFDBX ETF Tr | vs. Q4 2022 | SEC |
| Q4 2022 | Apr 21, 2023 | 68 | $104.3M | VanEck Morningstar Wide Moat ETFSchwab US Dividend Equity ETFVanguard S&P 500 ETF | – | SEC |