Sign In
test

Kelly F. Taylor

Whitaker-myers Wealth Managers, Ltd.

Assets Managed
$501.62M
Holdings
108
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
4.65%(2Q avg: 4.59%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Whitaker-myers Wealth Managers, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Whitaker-myers Wealth Managers, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 501.62M in assets, with a quarterly growth rate of 4.65% and a 2-quarter average growth rate of 4.59%. The portfolio is managed by Kelly F. Taylor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 2.49%
7.82%
$39.209M
405,471 shares@ $96.7 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 2.82%
6.68%
$33.485M
677,831 shares@ $49.41 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.49%
6%
$30.088M
980,705 shares@ $30.68 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 1.74%
5.63%
$28.213M
118,730 shares@ $237.63 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 5.79%
4.76%
$23.865M
212,872 shares@ $112.12 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 4.31%
4.68%
$23.435M
107,872 shares@ $217.26 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 4.62%
4.55%
$22.796M
75,423 shares@ $302.25 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 5.47%
4.35%
$21.811M
397,723 shares@ $54.84 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 5.5%
3.67%
$18.36M
143,303 shares@ $128.12 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 18.67%
3.53%
$17.674M
233,623 shares@ $75.66 avg price

1-10 of 108