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CIK: 0001484265
Total reported value
$2.0B
$2.0B
317 檔
29.8%
According to the latest 13F quarterly dataset, McKinley Carter Wealth Services, Inc. managed an equity portfolio of $2.0B at the end of Q2 2026, spanning 317 distinct U.S. exchange-listed positions.
In Q2 2026, McKinley Carter Wealth Services, Inc. displayed an active expansion posture, initiating 23 new positions and adding to 89 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 317 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 7.73% | +0.19% | +4.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.63% | +0.17% | +2.48% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.74% | -0.18% | +7.81% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.26% | -1.83% | +0.86% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.77% | -0.11% | +5.53% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.33% | -0.16% | +5.15% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.29% | -0.09% | -1.89% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.95% | -0.05% | +1.15% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.20% | -0.40% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.90% | -1.26% | +1.42% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.83% | -0.03% | -2.18% | |
| 12 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.68% | -0.03% | +3.10% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.51% | -0.11% | -3.34% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.45% | +0.02% | +6.38% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | -0.05% | +17.52% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.26% | -0.03% | +299.51% | |
| 17 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.06% | -0.07% | +11.46% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.02% | -0.08% | +18.51% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.16% | +21.54% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | -0.08% | -0.01% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.93% | -0.04% | -5.38% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.88% | +0.01% | -1.56% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.86% | -0.15% | +26.67% | |
| 24 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.84% | -0.08% | +7.13% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | -0.07% | -4.40% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.27% | +3.06% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | -0.03% | -2.11% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.02% | +0.66% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.73% | -0.01% | +12.37% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.09% | +27.84% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.03% | +79.58% | |
| 32 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.70% | +0.01% | +4.97% | |
| 33 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.69% | +1.29% | +8.29% | |
| 34 | PWR | Quanta Services Inc | Stock-Industrials | 0.68% | -0.08% | -3.10% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.66% | -0.04% | +34.06% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.66% | -0.02% | +0.17% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.63% | -0.09% | -0.65% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.59% | -0.05% | +1.05% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | +0.34% | +3.43% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.01% | -0.27% | |
| 41 | DFAT | Dimensional US Target Value | ETF-Other | 0.56% | -0.04% | +5.36% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.01% | -0.51% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | -0.14% | +4.31% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.55% | -0.05% | +2.11% | |
| 45 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.54% | -0.02% | +1.43% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.53% | +0.06% | +0.22% | |
| 47 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.53% | -0.01% | -2.53% | |
| 48 | HUBB | Hubbell Inc | Stock-Industrials | 0.53% | -0.08% | +0.35% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.53% | -0.05% | +1.31% | |
| 50 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.51% | +1.92% | -7.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAE | Dimensional Emerging Core Eq | +0.5% | +5.53% | Add |
| 2 | LLY | Eli Lilly & Co | +0.4% | +79.58% | Add |
| 3 | DELL | Dell Technologies -c | +0.3% | NEW | New buy |
| 4 | AMD | Advanced Micro Devices | +0.3% | NEW | New buy |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | +2.48% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +17.52% | Add |
| 7 | C | Citigroup Inc | +0.3% | NEW | New buy |
| 8 | ILCG | Ishares Morningstar Growth E | +0.2% | +3.10% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +21.54% | Add |
| 10 | IWB | Ishares Russell 1000 ETF | +0.2% | +0.86% | Add |
| 11 | XLK | Ss Technology Select Sector | +0.2% | -1.56% | Trim |
| 12 | MINT | Pimco Enhanced Short Maturit | +0.2% | NEW | New buy |
| 13 | CAT | Caterpillar Inc | +0.2% | +4.31% | Add |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +6.38% | Add |
| 15 | APH | Amphenol Corp-cl A | +0.1% | +5.51% | Add |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +34.06% | Add |
| 17 | TLH | Ishares 10-20 Year Treasury | +0.1% | +26.67% | Add |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +0.17% | Add |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +7.13% | Add |
| 20 | VT | Vanguard Tot World Stk ETF | +0.1% | +12.37% | Add |
| 21 | AIQ | Global X Art Intel & Tech | +0.1% | +0.27% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | -3.34% | Trim |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +27.84% | Add |
| 24 | PWR | Quanta Services Inc | +0.1% | -3.10% | Trim |
| 25 | XCEM | Columbia Em Core Ex-china | +0.1% | +1.43% | Add |
| 26 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +4.97% | Add |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.01% | Trim |
| 28 | MBB | Ishares Mbs ETF | +0.1% | +18.51% | Add |
| 29 | IWF | Ishares Russell 1000 Growth | +0.1% | +299.51% | Add |
| 30 | DFLV | Dim US Large Cap Value ETF | +0.1% | +8.29% | Add |
| 31 | TXN | Texas Instruments Inc | +0.1% | -2.99% | Trim |
| 32 | PPA | Invesco Aerospace & Defense | +0.1% | +131.92% | Add |
| 33 | RL | Ralph Lauren CORP | 0% | +3.56% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.39% | Trim |
| 35 | VONV | Vanguard Russell 1000 Value | 0% | +265.86% | Add |
| 36 | ARKX | Ark Space & Defense Innovati | 0% | NEW | New buy |
| 37 | UFO | Procure Space ETF | 0% | NEW | New buy |
| 38 | INTC | Intel CORP | 0% | +26.23% | Add |
| 39 | AAPL | Apple Inc | 0% | -0.40% | Trim |
| 40 | IEMG | Ishares Core Msci Emerging | 0% | -2.11% | Trim |
| 41 | DFAT | Dimensional US Target Value | 0% | +5.36% | Add |
| 42 | ISCG | Ishares Morningstar Small-ca | 0% | +1.86% | Add |
| 43 | GWW | Ww Grainger Inc | 0% | -0.16% | Trim |
| 44 | MS | Morgan Stanley | 0% | -1.17% | Trim |
| 45 | NSC | Norfolk Southern CORP | 0% | +164.96% | Add |
| 46 | QTEC | First Trust Nasdq 100 Tech I | 0% | -2.06% | Trim |
| 47 | VONE | Vanguard Russell 1000 | 0% | NEW | New buy |
| 48 | F | Ford Motor Co | 0% | NEW | New buy |
| 49 | VUG | Vanguard Growth ETF | 0% | +490.32% | Add |
| 50 | IWM | Ishares Russell 2000 ETF | 0% | -1.29% | Trim |
According to official SEC Form 13F filings, McKinley Carter Wealth Services, Inc. reported a total U.S. public equity portfolio value of $2.0B across 317 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAI, IVV, FBND) accounted for 29.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
DELL
市值: $6.7M
Top Position Liquidated / Trimmed
ICE
前期市值: $4.9M
During Q2 2026, McKinley Carter Wealth Services, Inc.'s top holdings by market value included DFAI (7.7%)、IVV (6.6%)、FBND (5.7%). The largest single position, DFAI, represented 7.7% of total portfolio value.
In Q2 2026, McKinley Carter Wealth Services, Inc. made 187 total portfolio adjustments, initiating 23 new buys, adding to 89 positions, trimming 69 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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