Whitaker-Myers Wealth Managers, LTD.

RIA/Wealth

Whitaker-Myers Wealth Managers, LTD. is a RIA/Wealth based in Mansfield, OH led by John-Mark Collier Young, reporting $713.1M in AUM as of Q3 2025 with 88% ETF concentration, 57% concentrated in top 10 holdings, and minimal technology exposure.

PresidentJohn-Mark Collier Young

Portfolio Value: $443.7M
Positions: 113
Top Holding: MOAT at 9.19%
Last Reported: Q3 2025

Address1485 Lexington Ave., Mansfield, OH, 44907, United States

Top Holdings

Largest long holdings in Whitaker-Myers Wealth Managers, LTD.'s portfolio (57.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 VanEck Morningstar Wide Moat ETF MOAT	ETF ETF	$40.8M	9.19%	-$24.5M Sold	— 411.4K shares	Q4 2022 Held for 2y 11m
2 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$31.7M	7.15%	-$2.2M Sold	— 128.3K shares	Q4 2022 Held for 2y 11m
3 Xtrackers MSCI EAFE Hedged Equity DBEF	ETF ETF	$31.0M	6.98%	-$6.2M Sold	— 667.4K shares	Q4 2022 Held for 2y 11m
4 Schwab US Dividend Equity SCHD	ETF ETF	$27.7M	6.25%	+$1.8M Bought	— 1.0M shares	Q4 2022 Held for 2y 11m
5 Invesco S&P 500 Momentum SPMO	ETF ETF	$25.2M	5.68%	+$25.2M New	— 208.3K shares	Q3 2025 Held for 2 months
6 Vanguard Small-Cap Growth VBK	ETF ETF	$21.1M	4.76%	+$1.8M Bought	— 71.0K shares	Q4 2022 Held for 2y 11m
7 Vanguard Small-Cap Value VBR	ETF ETF	$21.0M	4.74%	+$1.5M Bought	— 100.8K shares	Q4 2022 Held for 2y 11m
8 Invesco S&P International Developed Momentum IDMO	ETF ETF	$20.4M	4.61%	+$20.4M New	— 378.5K shares	Q3 2025 Held for 2 months
9 iShares Russell Mid-Cap Growth IWP	ETF ETF	$19.3M	4.36%	+$1.0M Bought	— 135.8K shares	Q4 2022 Held for 2y 11m
10 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$16.2M	3.65%	+$430.6K Bought	— 507.8K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Whitaker-Myers Wealth Managers, LTD.'s latest filing

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Market Value

$443.7M

Prior: $396.1M

Q/Q Change

+12.01%

+$47.6M

Net Flows % of MV

+3.16%

Turnover Ratio

22.64%

New Purchases

23 stocks

$79.9M

Added To

46 stocks

+$22.5M

Sold Out Of

24 stocks

$13.3M

Reduced Holdings

36 stocks

-$75.1M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Momentum SPMO	New	0 → 208.3K +$25.2M
2 Invesco S&P International Developed Momentum IDMO	New	0 → 378.5K +$20.4M
3 Invesco S&P International Developed Low Volatility IDLV	New	0 → 412.0K +$13.8M
4 Columbia Research Enhanced Core RECS	New	0 → 140.3K +$5.7M
5 Kratos Defense & Security Solutions KTOS	New	0 → 12.5K +$1.1M

Decreased Positions

Position	Shares Δ	Change
1 Quanta Services PWR	Sold	3.4K → 0 −$1.3M
2 Costco Wholesale COST	Sold	768.0 → 0 −$760.3K
3 CrowdStrike Holdings, Inc. CRWD	Sold	1.5K → 0 −$749.2K
4 Netflix NFLX	Sold	550.0 → 0 −$736.5K
5 Palantir Technologies Inc. PLTR	Sold	5.1K → 0 −$691.6K