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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Whitaker-Myers Wealth Managers, LTD.

Quarter ended Q4 2025 · Filed January 22, 2026 · Accession 0002085853-26-000069

Total Value
$479.3M
Positions
115
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (115)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANECK ETF TRUST92189F643395,654$41.0M8.55%
2DBX ETF TR233051200659,243$31.7M6.62%
3INVESCO EXCH TRADED FD TR IIIVZ116,700$29.5M6.16%
4SCHWAB STRATEGIC TR808524797975,957$26.8M5.58%
5INVESCO EXCH TRADED FD TR IIIVZ201,238$24.0M5.01%
6VANGUARD INDEX FDS922908611103,424$21.9M4.57%
7VANGUARD INDEX FDS92290859572,098$21.8M4.54%
8INVESCO EXCH TRADED FD TR IIIVZ377,107$21.0M4.37%
9ISHARES TR464287481135,833$18.6M3.88%
10SCHWAB STRATEGIC TR808524300530,584$17.3M3.61%
11SCHWAB STRATEGIC TR808524409553,330$16.4M3.42%
12VANGUARD INDEX FDS92290836325,238$15.8M3.30%
13VANGUARD INSTL INDEX FD922040845196,882$14.9M3.10%
14INVESCO EXCH TRADED FD TR IIIVZ424,436$14.4M3.00%
15INVESCO EXCHANGE TRADED FD TIVZ213,510$13.7M2.86%
16J P MORGAN EXCHANGE TRADED F46641Q837240,792$12.2M2.54%
17VANGUARD INTL EQUITY INDEX F92204271864,881$9.3M1.94%
18COLUMBIA ETF TR I19761L706182,340$7.4M1.55%
19VANGUARD TAX-MANAGED FDS921943858101,569$6.3M1.32%
20ISHARES TR46428747338,990$5.5M1.15%
21ISHARES TR46428770523,694$3.1M0.65%
22ISHARES TR46428760630,750$3.0M0.62%
23APPLE INCAAPL10,929$3.0M0.62%
24PACER FDS TR69374H10549,597$2.8M0.58%
25SELECT SECTOR SPDR TR81369Y80319,090$2.7M0.57%
26NVIDIA CORPORATIONNVDA14,348$2.7M0.56%
27AMAZON COM INCAMZN10,585$2.4M0.51%
28WISDOMTREE BITCOIN FDWT26,307$2.4M0.51%
29TESLA INCTSLA5,103$2.3M0.48%
30VANECK ETF TRUST92189F63537,527$2.2M0.46%
31ORACLE CORPORCL-PD9,518$1.9M0.39%
32BERKSHIRE HATHAWAY INC DELBRK-A3,643$1.8M0.38%
33PARKER-HANNIFIN CORPPH1,982$1.7M0.36%
34SHOPIFY INCSHOP10,819$1.7M0.36%
35WALMART INCWMT15,559$1.7M0.36%
36FIRST TR EXCHANGE-TRADED FD33734H10637,391$1.7M0.36%
37MICROSOFT CORPMSFT3,523$1.7M0.36%
38QUANTA SVCS INC74762E1024,019$1.7M0.35%
39APPLOVIN CORPAPP2,508$1.7M0.35%
40GE VERNOVA INCGEV2,565$1.7M0.35%
41HUNTINGTON INGALLS INDS INC4464131064,927$1.7M0.35%
42REDDIT INCRDDT7,211$1.7M0.35%
43FIRST TR EXCHANGE TRADED FD33738R50623,844$1.7M0.35%
44VISTRA CORPVST9,998$1.6M0.34%
45ULTA BEAUTY INCULTA2,648$1.6M0.33%
46CSX CORPCSX44,081$1.6M0.33%
47CELESTICA INCCLS5,396$1.6M0.33%
48S&P GLOBAL INCSPGI3,051$1.6M0.33%
49CAMECO CORPCCJ17,337$1.6M0.33%
50JOHNSON CTLS INTL PLCG5150210513,098$1.6M0.33%
51SEAGATE TECHNOLOGY HLDNGS PLSE5,689$1.6M0.33%
52PALO ALTO NETWORKS INCPANW8,448$1.6M0.32%
53ISHARES ETHEREUM TR46438R10568,937$1.5M0.32%
54GALAXY DIGITAL INC.GLXY69,132$1.5M0.32%
55WISDOMTREE TRWT33,390$1.5M0.32%
56ROBINHOOD MKTS INC77070010213,473$1.5M0.32%
57FIRST SOLAR INCFSLR5,778$1.5M0.31%
58PACER FDS TR69374H88125,069$1.5M0.31%
59ANGLOGOLD ASHANTI PLCAU17,500$1.5M0.31%
60CARPENTER TECHNOLOGY CORPCRS4,650$1.5M0.31%
61TRANE TECHNOLOGIES PLCTT3,725$1.4M0.30%
62SELECT SECTOR SPDR TR81369Y7049,279$1.4M0.30%
63TIDAL TRUST I88636423157,550$1.4M0.30%
64JPMORGAN CHASE & CO.VYLD4,395$1.4M0.30%
65ALIBABA GROUP HLDG LTDBBAAY9,564$1.4M0.29%
66PACER FDS TR69374H68343,139$1.4M0.28%
67PACER FDS TR69374H20436,618$1.3M0.27%
68SELECT SECTOR SPDR TR81369Y85210,911$1.3M0.27%
69SCHWAB STRATEGIC TR80852410247,356$1.2M0.26%
70ISHARES TR4642871508,324$1.2M0.26%
71INVESCO QQQ TRIVZ1,830$1.1M0.23%
72FIRST TR EXCHANGE-TRADED FD33733E10412,131$1.1M0.23%
73RPM INTL INC7496851039,973$1.0M0.22%
74NORTHERN LTS FD TR IVNTRSO22,817$832,3710.17%
75FRANKLIN TEMPLETON ETF TRFGDL19,437$755,8920.16%
76SCHWAB STRATEGIC TR80852460726,127$744,0970.16%
77INVESCO EXCHANGE TRADED FD TIVZ6,584$674,3790.14%
78AMERICAN CENTY ETF TR0250728776,411$653,8160.14%
79NORTHERN LTS FD TR IVNTRSO13,444$606,7350.13%
80VANECK MERK GOLD ETFOUNZ14,487$600,9210.13%
81FIRST TR EXCHANGE-TRADED FD33741X10214,475$554,6900.12%
82ALPHABET INCGOOG1,725$541,4550.11%
83ISHARES TR4642883076,675$532,9630.11%
84VANGUARD INDEX FDS9229087361,085$529,3670.11%
85ISHARES TR46435G84713,037$514,7150.11%
86FIDELITY WISE ORIGIN BITCOINFBTC6,655$507,3110.11%
87ALPHABET INCGOOG1,572$492,1430.10%
88ISHARES SILVER TRSLV7,128$459,1860.10%
89NORTHERN LTS FD TR IVNTRSO1,830$454,1730.09%
90NUVEEN MUN VALUE FD INCNU47,337$428,8730.09%
91NUCOR CORPNUE2,617$426,8550.09%
92INVESCO EXCH TRADED FD TR IIIVZ6,758$421,5080.09%
93PACER FDS TR69374H8579,248$410,3450.09%
94META PLATFORMS INCMETA619$408,6520.09%
95VANGUARD INDEX FDS9229087691,174$393,5360.08%
96ARISTA NETWORKS INCANET2,881$377,4780.08%
97ISHARES TR4642875075,402$356,5420.07%
98INVESCO EXCH TRADED FD TR IIIVZ7,284$354,8550.07%
99ABRDN SILVER ETF TRUSTSIVR5,011$338,9440.07%
100SPDR S&P 500 ETF TRSPY484$329,8900.07%
101DBX ETF TR2330518207,988$329,2890.07%
102STRATEGY SHSSTRD12,026$300,1150.06%
103NORTHERN LTS FD TR IVNTRSO7,779$300,1140.06%
104GOLDMAN SACHS GROUP INCGSCE339$298,2720.06%
105SELECT SECTOR SPDR TR81369Y6055,343$292,6090.06%
106ADVANCED MICRO DEVICES INCAMD1,308$280,1210.06%
107STRATEGY SHSSTRD10,124$262,2120.05%
108ENTERGY CORP NEWENO2,826$261,2070.05%
109WISDOMTREE TRWT2,851$254,9780.05%
110JANUS DETROIT STR TR47103U8864,994$245,4280.05%
111FIRST TR EXCHANGE-TRADED FD33718M1052,811$223,7890.05%
112CATERPILLAR INCCAT388$222,2020.05%
113TIMOTHY PLAN8874323425,352$221,8320.05%
114SPDR SERIES TRUST78464A7631,475$205,2660.04%
115AXON ENTERPRISE INCAXON353$200,4790.04%