Whitaker-Myers Wealth Managers, LTD.
•CIK: 1973849•Filing: Q4 2025
**Whitaker-Myers Wealth Managers, LTD.** manages $479M across a diversified portfolio of 115 positions. The fund exhibits significant allocations to defensive and quality-oriented assets, notably holding MOAT at $41.0M and DBEF at $31.7M. Further concentration is evident in core equity strategies, with QQQM ($29.5M), SCHD ($26.8M), and SPMO ($24.0M) representing key pillars of the current structure. This positioning suggests a tactical emphasis on established market leaders and dividend-focused growth vectors.
Total AUM
$479.3M
QoQ Performance
+4.5%
Positions
76
Top 10 Concentration
52.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MOAT
DBEF
QQQM
SCHD
SPMO
MOAT8.5%
DBEF6.6%
QQQM6.2%
SCHD5.6%
SPMO5.0%
VBR4.6%
VBK4.5%
IDMO4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.8%
ETF3.4%
Technology2.3%
Consumer1.4%
Financial0.7%
Industrial0.4%
Materials0.1%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW16 new positions
↑52 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023