Whitaker-Myers Wealth Managers, LTD.

Whitaker-Myers Wealth Managers, LTD. reported 123 holdings worth US$614M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 9, 2026

Whitaker-Myers Wealth Managers, LTD. reported 123 holdings worth US$614M as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Oct 9, 2026 (Form 13F).

Holdings
123
Value as reported
US$614M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation22,606US$5.16M0.84%
Apple Inc9,029US$3.01M0.49%
Alphabet Inc (google) Class C8,384US$2.88M0.47%
Amazon.com, Inc.10,197US$2.54M0.41%
Jp Morgan Chase & Co.7,299US$2.41M0.39%
Tesla, Inc.6,290US$2.23M0.36%
Merck & Company, Inc.14,361US$2.09M0.34%
Berkshire Hathaway Inc.4,119US$2.05M0.33%
Amgen Inc.4,731US$1.99M0.32%
Datadog, Inc.7,212US$1.98M0.32%
Lumentum Holdings Inc.2,033US$1.97M0.32%
Dell Technologies Inc.3,656US$1.97M0.32%
Ge Vernova Inc.1,994US$1.89M0.31%
Walmart Inc.18,186US$1.89M0.31%
Csx Corporation39,395US$1.83M0.30%
Chevron Corporation8,945US$1.83M0.30%
Parker-hannifin Corporation1,895US$1.81M0.29%
Coreweave, Inc.19,920US$1.74M0.28%
Allstate Corporation (the)7,476US$1.66M0.27%
Delta Air Lines, Inc.19,759US$1.65M0.27%
Carpenter Technology Corporation4,233US$1.65M0.27%
Microsoft Corp.3,124US$1.6M0.26%
Applied Digital Corporation63,137US$1.54M0.25%
Boeing Company (the)7,951US$1.48M0.24%
Rpm International Inc.9,973US$984K0.16%
Arista Networks, Inc.3,209US$653K0.11%
Nucor Corporation2,341US$547K0.09%
Advanced Micro Devices Inc758US$464K0.08%
Eli Lilly And Company345US$399K0.06%
Space Exploration Technologies Corp2,213US$334K0.05%
The Bank Of New York Mellon Corporation2,082US$301K0.05%
Credo Technology Group Holding Ltd1,348US$263K0.04%
Halozyme Therapeutics, Inc.2,240US$247K0.04%
Ies Holdings, Inc.770US$247K0.04%
Hf Sinclair Corporation2,293US$246K0.04%
Caterpillar, Inc.273US$221K0.04%
Crowdstrike Holdings, Inc.804US$213K0.03%
Meta Platforms, Inc.289US$210K0.03%
Quanta Services, Inc.326US$209K0.03%
M&t Bank Corporation0US$00.00%
Marriott International0US$00.00%
Oracle Corporation0US$00.00%
Taiwan Semiconductor Manufacturing Co., Ltd.0US$00.00%
Vistra Corp.0US$00.00%
Celestica Inc.0US$00.00%
Gilead Sciences, Inc.0US$00.00%
Goldman Sachs Group, Inc. (the)0US$00.00%

Source

View original at SEC

Related