Whitaker-Myers Wealth Managers
Wealth adviser our classification, preliminaryGenerated from SEC records
Investment manager in Mansfield, filing as Whitaker-Myers Wealth Managers, LTD.. Its 13F lists 113 positions; crypto ETFs make up 0.8% of the reported value.
- Legal name (SEC)
- Whitaker-Myers Wealth Managers, LTD.
- SEC filer ID (CIK)
- 1973849
Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.
Crypto ETF holdings
Only US spot crypto ETFs from this 13F, not the whole portfolio.
13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?
Crypto ETF value$5.1MJun 30, 2026
Funds held3BTC · ETH
Change in shares, q/q+$700K+26K · +15% · ≈ at Jun 30 prices
Holding sinceQ4 247 quarters in a row
Value across crypto ETFs by quarter
US$, at each quarter-end price; it moves with the coin, shares tell the buying.
Positions on Jun 30, 2026
3 funds · “largest holder” = biggest position among all 13F filers in that fund
Timeline
- Q4 24First crypto ETF position on record: $200K, BTCW.
- Q3 25Entered FBTC.
- Q4 25Entered ETHA.
- Q1 26Peak value: $5.4M across crypto ETFs.
- Q2 26Holds 3 funds worth $5.1M.
This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov