Whitaker-Myers Wealth Managers Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$4.34M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.78M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$2.55M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$2.52M |
| 5 |
CRWV
CoreWeave
CRWV
|
+$2.41M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coca-Cola
KO
|
+$2.22M |
| 2 |
American Express
AXP
|
+$2.12M |
| 3 |
Palo Alto Networks
PANW
|
+$2.11M |
| 4 |
First Solar
FSLR
|
+$1.94M |
| 5 |
QXO
QXO Inc
QXO
|
+$1.94M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.78% |
| 2 | Technology | 3.97% |
| 3 | Industrials | 2.94% |
| 4 | Financials | 1.62% |
| 5 | Consumer Discretionary | 1.53% |
Similar funds
Whitaker-Myers Wealth Managers's Q2 2026 Portfolio in Review
As of Q2 2026, Whitaker-Myers Wealth Managers held 121 positions worth $599M, up 19% from $502M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Whitaker-Myers Wealth Managers deployed $34.4M of net new capital in Q2 2026, opening 13 new positions and adding to 55 existing holdings. Its largest new stake was CoreWeave: 22,298 shares worth $2.22M.
By sector, the portfolio is most concentrated in Miscellaneous at 87% of assets, down from 87% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was State Street Industrial Select Sector SPDR ETF, an estimated $1.13M trimmed.
- Whitaker-Myers Wealth Managers's largest Q2 2026 buy was CoreWeave: 22,298 shares worth $2.22M.
- Whitaker-Myers Wealth Managers added most to Vanguard 0-3 Month Treasury Bill ETF in Q2 2026, an estimated $4.34M increase.
- Whitaker-Myers Wealth Managers's biggest Q2 2026 reduction was State Street Industrial Select Sector SPDR ETF, cutting an estimated $1.13M.
- Whitaker-Myers Wealth Managers fully exited Coca-Cola in Q2 2026, selling an estimated $2.22M.
- Whitaker-Myers Wealth Managers's ten largest holdings make up 53% of its $599M portfolio in Q2 2026.
- Whitaker-Myers Wealth Managers opened 13 new positions and closed 8 in Q2 2026.
- Whitaker-Myers Wealth Managers's portfolio value rose 19% quarter-over-quarter to $599M.
Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.