Portfolio (Quarterly) Guide ↗

Whitaker-Myers Wealth Managers, LTD.

· CIK 0001973849

13F Portfolio $502M AUM 108 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 10 New 52 Added 40 Reduced 17 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SHOP	SHOPIFY INC	Technology	10,819	$1.7M	0.36%	SOLD
2	APP	APPLOVIN CORP	Technology	2,508	$1.7M	0.35%	SOLD
3	RDDT	REDDIT INC	Communication Services	7,211	$1.7M	0.35%	SOLD
4	ULTA	ULTA BEAUTY INC	Consumer Cyclical	2,648	$1.6M	0.33%	SOLD
5	SPGI	S&P GLOBAL INC	Financial Services	3,051	$1.6M	0.33%	SOLD
6	CCJ	CAMECO CORP	Energy	17,337	$1.6M	0.33%	SOLD
7	STX	SEAGATE TECHNOLOGY HLDNGS PL	Technology	5,689	$1.6M	0.33%	SOLD
8	—	GALAXY DIGITAL INC.	—	69,132	$1.5M	0.32%	SOLD
9	HOOD	ROBINHOOD MKTS INC	Financial Services	13,473	$1.5M	0.32%	SOLD
10	—	ANGLOGOLD ASHANTI PLC	—	17,500	$1.5M	0.31%	SOLD
11	XLC	SELECT SECTOR SPDR TR	—	10,911	$1.3M	0.27%	SOLD
12	VTI	VANGUARD INDEX FDS	—	1,174	$394K	0.08%	SOLD
13	GS	GOLDMAN SACHS GROUP INC	Financial Services	339	$298K	0.06%	SOLD
14	AMD	ADVANCED MICRO DEVICES INC	Technology	1,308	$280K	0.06%	SOLD
15	—	ENTERGY CORP NEW	—	2,826	$261K	0.05%	SOLD
16	SDY	SPDR SERIES TRUST	—	1,475	$205K	0.04%	SOLD
17	AXON	AXON ENTERPRISE INC	Industrials	353	$200K	0.04%	SOLD

Sector Allocation

Industrials 22.5%

Financial Services 20.8%

Technology 18.6%

Consumer Cyclical 10.2%

Healthcare 9.0%

Consumer Defensive 6.3%

Utilities 6.0%

Energy 2.8%

Basic Materials 2.1%

Communication Services 1.8%