Kelly F. Taylor

Whitaker-myers Wealth Managers, Ltd.

Assets Managed

$598.764M

Holdings

113

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

19.37%(2Q avg: 12.01%)

Sustained Growth

14 quarters

Portfolio positions

This chart displays the top 10 holdings in Whitaker-myers Wealth Managers, Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 113 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 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 598.764M in assets, with a quarterly growth rate of 19.37% and a 2-quarter average growth rate of 12.01%. The portfolio is managed by Kelly F. Taylor, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MOAT Vaneck Morningstar Wide Moat Recent Activity Increased 6.23%	7.48%	$44.776M 430,701 shares@ $103.96 avg price	Increased 6.23%
DBEF Xtrackers Msci Eafe Hedged E Recent Activity Increased 4.73%	6.48%	$38.778M 709,831 shares@ $54.63 avg price	Increased 4.73%
QQQM Invesco Nasdaq 100 Etf Recent Activity Increased 3.86%	6.24%	$37.358M 123,304 shares@ $302.98 avg price	Increased 3.86%
SPMO Invesco S&p 500 Momentum Etf Recent Activity Increased 3.72%	5.96%	$35.663M 220,770 shares@ $161.55 avg price	Increased 3.72%
SCHD Schwab Us Dvd Equity Etf Recent Activity Increased 6.26%	5.52%	$33.042M 1.042M shares@ $31.71 avg price	Increased 6.26%
VBK Vanguard Small-cap Grwth Etf Recent Activity Increased 3.85%	4.79%	$28.643M 78,324 shares@ $365.71 avg price	Increased 3.85%
VBR Vanguard Small-cap Value Etf Recent Activity Increased 6.32%	4.66%	$27.866M 114,681 shares@ $242.99 avg price	Increased 6.32%
IDMO Invesco S&p International De Recent Activity Increased 8.72%	4.36%	$26.07M 432,402 shares@ $60.3 avg price	Increased 8.72%
IWP Ishares Russell Mid-cap Grow Recent Activity Increased 7.77%	3.78%	$22.61M 154,430 shares@ $146.41 avg price	Increased 7.77%
VBIL Vanguard 0-3m T-bill Etf Recent Activity Increased 24.57%	3.68%	$22.025M 291,022 shares@ $75.69 avg price	Increased 24.57%

1-10 of 113