Whitaker-Myers Wealth Managers, LTD. reported 49 positions worth $68.97M for the quarter ended Sep 30, 2026, down 19.1% on the prior quarter. It opened 14 new positions, added to 6, trimmed 26 and exited 9. Its largest holding is Nvidia Corp at 7.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +8,858 | +64.4% | $2.02M | 7.49% |
| DDOG Datadog, Inc. | +7,212 | – | $1.98M | 2.86% |
| LITE Lumentum Holdings Inc. | +2,033 | – | $1.97M | 2.86% |
| CVX Chevron Corp | +8,945 | – | $1.83M | 2.65% |
| ALL Allstate Corp | +7,476 | – | $1.66M | 2.4% |
| DAL Delta Air Lines, Inc. | +19.8K | – | $1.65M | 2.39% |
| BA Boeing Co | +7,951 | – | $1.48M | 2.14% |
| LLY ELI LILLY & Co | +345 | – | $398.71K | 0.578% |
| APLD Applied Digital Corp. | +13.8K | +27.9% | $335.89K | 2.23% |
| SPCX Space Exploration Technologies Corp | +2,213 | – | $333.87K | 0.484% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ANET Arista Networks, Inc. | -13.6K | -81.0% | $2.78M | 0.947% |
| AMD Advanced Micro Devices Inc | -4,490 | -85.6% | $2.75M | 0.673% |
| MTB M&T Bank Corp | -11.2K | -100.0% | $2.67M | Exited |
| TT Trane Technologies plc | -4,939 | -100.0% | $2.43M | Exited |
| GS Goldman Sachs Group Inc | -2,372 | -100.0% | $2.40M | Exited |
| GILD Gilead Sciences, Inc. | -18.3K | -100.0% | $2.31M | Exited |
| MAR Marriott International Inc | -6,126 | -100.0% | $2.27M | Exited |
| VST Vistra Corp. | -13.7K | -100.0% | $2.17M | Exited |
| PWR Quanta Services, Inc. | -3,333 | -91.1% | $2.14M | 0.304% |
| CLS Celestica Inc | -5,577 | -100.0% | $2.03M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DDOG Datadog, Inc. | +7,212 | $1.98M | 2.86% |
| LITE Lumentum Holdings Inc. | +2,033 | $1.97M | 2.86% |
| CVX Chevron Corp | +8,945 | $1.83M | 2.65% |
| ALL Allstate Corp | +7,476 | $1.66M | 2.4% |
| DAL Delta Air Lines, Inc. | +19.8K | $1.65M | 2.39% |
| BA Boeing Co | +7,951 | $1.48M | 2.14% |
| LLY ELI LILLY & Co | +345 | $398.71K | 0.578% |
| SPCX Space Exploration Technologies Corp | +2,213 | $333.87K | 0.484% |
| BNY Bank of New York Mellon Corp | +2,082 | $301.12K | 0.437% |
| CRDO Credo Technology Group Holding Ltd | +1,348 | $262.51K | 0.381% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MTB M&T Bank Corp | -11.2K | $2.67M | 3.13% |
| TT Trane Technologies plc | -4,939 | $2.43M | 2.84% |
| GS Goldman Sachs Group Inc | -2,372 | $2.40M | 2.81% |
| GILD Gilead Sciences, Inc. | -18.3K | $2.31M | 2.71% |
| MAR Marriott International Inc | -6,126 | $2.27M | 2.66% |
| VST Vistra Corp. | -13.7K | $2.17M | 2.55% |
| CLS Celestica Inc | -5,577 | $2.03M | 2.39% |
| ORCL Oracle Corp | -13.7K | $2.00M | 2.35% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -428 | $204.50K | 0.24% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 22.6K | $5.16M | 7.49% | +8,858 | +64.4% | Added | 0% |
| 2 | BTCW WisdomTree Bitcoin Fund | Others | 38.0K | $3.35M | 4.86% | -6,301 | -14.2% | Reduced | 1.74% |
| 3 | AAPL Apple Inc. | Technology | 9,029 | $3.01M | 4.36% | -1,257 | -12.2% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 10.2K | $2.54M | 3.68% | -702 | -6.4% | Reduced | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 7,299 | $2.41M | 3.5% | +676 | +10.2% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 6,746 | $2.32M | 3.37% | -1,091 | -13.9% | Reduced | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 6,290 | $2.23M | 3.24% | +115 | +1.9% | Added | 0% |
| 8 | MRK Merck & Co., Inc. | Healthcare | 14.4K | $2.09M | 3.03% | -5,644 | -28.2% | Reduced | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,119 | $2.05M | 2.97% | -819 | -16.6% | Reduced | 0% |
| 10 | ETHA iShares Ethereum Trust ETF | Others | 99.8K | $2.01M | 2.91% | -45.0K | -31.1% | Reduced | 0.03% |
| 11 | AMGN Amgen Inc | Healthcare | 4,731 | $1.99M | 2.89% | -1,940 | -29.1% | Reduced | 0% |
| 12 | DDOG Datadog, Inc. | Technology | 7,212 | $1.98M | 2.86% | +7,212 | – | New | 0% |
| 13 | LITE Lumentum Holdings Inc. | Technology | 2,033 | $1.97M | 2.86% | +2,033 | – | New | 0% |
| 14 | DELL Dell Technologies Inc. | Technology | 3,656 | $1.97M | 2.85% | -2,007 | -35.4% | Reduced | 0% |
| 15 | GEV GE Vernova Inc. | Industrials | 1,994 | $1.89M | 2.75% | -289 | -12.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Whitaker-Myers Wealth Managers.
As of its Q3 2026 13F filing, Whitaker-Myers Wealth Managers, LTD.’s five largest positions were Nvidia Corp (NVDA) at 7.5%, WisdomTree Bitcoin Fund (BTCW) at 4.9%, Apple Inc. (AAPL) at 4.4%, Amazon Com Inc (AMZN) at 3.7%, Jpmorgan Chase & Co (JPM) at 3.5% of the reported portfolio.
Whitaker-Myers Wealth Managers, LTD. reported a 13F portfolio worth $68.97M across 49 positions for Q3 2026. That is down 19.1% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($2.02M), Datadog, Inc. ($1.98M), Lumentum Holdings Inc. ($1.97M). It opened 14 new positions.
Its largest sales by value were Arista Networks, Inc. ($2.78M), Advanced Micro Devices Inc ($2.75M), M&T Bank Corp ($2.67M). It exited 9 positions entirely.
From the Form 13F-HR reports Whitaker-Myers Wealth Managers, LTD. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.