Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2026)

About Mckinley Carter Wealth Services, Inc.

Investment Activity

Mckinley Carter Wealth Services, Inc. has $1.73 billion in total holdings as of March 31, 2026.
Mckinley Carter Wealth Services, Inc. owns shares of 300 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
Approximately 16.55% of the portfolio was purchased this quarter.
About 18.27% of the portfolio was sold this quarter.
This quarter, Mckinley Carter Wealth Services, Inc. has purchased 319 new stocks and bought additional shares in 81 stocks.
Mckinley Carter Wealth Services, Inc. sold shares of 160 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Dimensional International Core Equity Market ETF: $135,764,607
iShares Core S&P 500 ETF: $109,499,983
Fidelity Total Bond ETF: $103,546,254
iShares Russell 1000 ETF: $88,178,388
Dimensional Emerging Core Equity Market ETF: $73,783,376

Largest New Holdings this Quarter

25434V666 - Dimensional US Large Cap Value ETF: $11,164,256 Holding
127387108 - Cadence Design Systems: $432,922 Holding
438516106 - Honeywell International: $259,346 Holding
427866108 - Hershey: $248,013 Holding
458140100 - Intel: $232,213 Holding

Largest Purchases this Quarter

Dimensional International Core Equity Market ETF: 2,659,836 shares (about $103.63M)
Dimensional Emerging Core Equity Market ETF: 1,655,721 shares (about $56.06M)
iShares U.S. Equity Factor Rotation Active ETF: 309,597 shares (about $18.01M)
iShares Core S&P 500 ETF: 22,656 shares (about $14.80M)
Dimensional US Large Cap Value ETF: 312,637 shares (about $11.16M)

Largest Sales this Quarter

Vanguard Total International Stock ETF: 848,597 shares (about $65.44M)
iShares Core MSCI EAFE ETF: 270,564 shares (about $24.49M)
Vanguard Total World Stock ETF: 176,828 shares (about $24.46M)
iShares U.S. Treasury Bond ETF: 897,375 shares (about $20.56M)
Vanguard FTSE Developed Markets ETF: 312,835 shares (about $20.05M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAI Dimensional International Core Equity Market ETF	$135,764,607	$103,627,206 â–²	322.5%	3,484,718	7.8%	ETF
IVV iShares Core S&P 500 ETF	$109,499,983	$14,799,096 â–²	15.6%	167,634	6.3%	ETF
FBND Fidelity Total Bond ETF	$103,546,254	$5,909,660 â–²	6.1%	2,269,756	6.0%	ETF
IWB iShares Russell 1000 ETF	$88,178,388	$1,926,851 â–¼	-2.1%	247,303	5.1%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$73,783,376	$56,062,712 â–²	316.4%	2,179,072	4.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$61,574,876	$1,911,344 â–²	3.2%	620,277	3.5%	Finance
VXUS Vanguard Total International Stock ETF	$40,837,502	$65,435,265 â–¼	-61.6%	529,601	2.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$34,099,866	$24,494,174 â–¼	-41.8%	376,669	2.0%	ETF
IVE iShares S&P 500 Value ETF	$33,843,285	$7,888,342 â–²	30.4%	160,281	2.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$33,686,948	$20,046,483 â–¼	-37.3%	525,701	1.9%	ETF
AAPL Apple	$32,507,418	$1,264,380 â–¼	-3.7%	128,088	1.9%	Computer and Technology
ILCG iShares Morningstar Growth ETF	$25,856,510	$9,303,841 â–¼	-26.5%	270,806	1.5%	ETF
AVGO Broadcom	$24,781,508	$142,684 â–²	0.6%	80,067	1.4%	Computer and Technology
DYNF iShares U.S. Equity Factor Rotation Active ETF	$22,679,259	$18,012,351 â–²	386.0%	389,812	1.3%	ETF
IWF iShares Russell 1000 Growth ETF	$21,027,651	$261,812 â–¼	-1.2%	49,314	1.2%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$18,352,278	$3,189,785 â–²	21.0%	358,233	1.1%	Manufacturing
GOOGL Alphabet	$18,045,668	$3,070,587 â–¼	-14.5%	62,754	1.0%	Computer and Technology
IXUS iShares Core MSCI Total International Stock ETF	$17,316,887	$631,778 â–¼	-3.5%	199,872	1.0%	Manufacturing
MBB iShares MBS ETF	$16,731,575	$9,919,878 â–²	145.6%	176,215	1.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$15,836,456	$1,398,983 â–¼	-8.1%	127,395	0.9%	ETF
COST Costco Wholesale	$15,251,505	$1,348,183 â–¼	-8.1%	15,306	0.9%	Retail/Wholesale
MSFT Microsoft	$14,851,413	$1,203,038 â–¼	-7.5%	40,121	0.9%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$14,549,153	$5,178,206 â–¼	-26.2%	215,447	0.8%	ETF
NVDA NVIDIA	$13,815,178	$227,245 â–²	1.7%	79,215	0.8%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$13,236,709	$10,419,473 â–²	369.8%	131,421	0.8%	ETF
TJX TJX Companies	$13,070,256	$330,897 â–¼	-2.5%	81,843	0.8%	Retail/Wholesale
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$12,995,841	$9,637,200 â–²	286.9%	79,446	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$12,977,611	$9,968,527 â–¼	-43.4%	186,059	0.7%	ETF
XLK Technology Select Sector SPDR Fund	$12,125,374	$9,266,568 â–¼	-43.3%	91,237	0.7%	ETF
MCK McKesson	$11,768,183	$435,282 â–¼	-3.6%	13,599	0.7%	Medical
ORLY O'Reilly Automotive	$11,447,165	$52,894 â–¼	-0.5%	124,008	0.7%	Retail/Wholesale
GOVT iShares U.S. Treasury Bond ETF	$11,217,604	$20,558,857 â–¼	-64.7%	489,638	0.6%	ETF
DFLV Dimensional US Large Cap Value ETF	$11,164,256	$11,164,256 â–²	New Holding	312,637	0.6%	ETF
BND Vanguard Total Bond Market ETF	$11,100,019	$322,100 â–¼	-2.8%	150,734	0.6%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$11,042,270	$8,237,257 â–²	293.7%	93,105	0.6%	ETF
VT Vanguard Total World Stock ETF	$11,041,527	$24,458,837 â–¼	-68.9%	79,826	0.6%	ETF
BTHM BlackRock Future U.S. Themes ETF	$10,856,555	$8,595,882 â–²	380.2%	299,739	0.6%	ETF
CACI CACI International	$10,714,751	$368,743 â–¼	-3.3%	19,701	0.6%	Computer and Technology
PWR Quanta Services	$10,432,280	$299,210 â–¼	-2.8%	19,002	0.6%	Construction
WM Waste Management	$10,384,429	$56,069 â–¼	-0.5%	45,191	0.6%	Business Services
LINDE PLC	$9,921,111	$68,910 â–²	0.7%	20,012	0.6%	SHS
AMZN Amazon.com	$9,836,915	$426,741 â–¼	-4.2%	47,232	0.6%	Retail/Wholesale
EMXC iShares MSCI Emerging Markets ex China ETF	$9,781,593	$13,753,996 â–¼	-58.4%	124,353	0.6%	Manufacturing
MA Mastercard	$9,742,653	$631,057 â–¼	-6.1%	19,499	0.6%	Business Services
FNDF Schwab Fundamental International Equity ETF	$9,731,774	$12,059,616 â–¼	-55.3%	198,892	0.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$9,574,443	$7,551,965 â–²	373.4%	115,955	0.6%	Manufacturing
HUBB Hubbell	$9,545,881	$202,676 â–¼	-2.1%	19,452	0.6%	Industrials
VOO Vanguard S&P 500 ETF	$9,394,834	$236,036 â–²	2.6%	15,722	0.5%	ETF
IWL iShares Russell Top 200 ETF	$9,274,202	$11,469,385 â–¼	-55.3%	57,791	0.5%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$9,187,527	$17,611 â–²	0.2%	147,118	0.5%	ETF
NFLX Netflix	$8,772,188	$388,640 â–¼	-4.2%	91,234	0.5%	Consumer Discretionary
OEF iShares S&P 100 ETF	$8,616,964	$188,618 â–¼	-2.1%	27,091	0.5%	ETF
XLF Financial Select Sector SPDR Fund	$8,575,437	$8,331,796 â–¼	-49.3%	173,697	0.5%	ETF
HD Home Depot	$8,534,786	$628,187 â–¼	-6.9%	25,950	0.5%	Retail/Wholesale
J Jacobs Solutions	$8,347,891	$195,883 â–²	2.4%	65,587	0.5%	Business Services
XLV Health Care Select Sector SPDR Fund	$8,009,583	$10,291,710 â–¼	-56.2%	54,632	0.5%	ETF
XCEM Columbia EM Core ex-China ETF	$7,945,916	$935,692 â–¼	-10.5%	194,705	0.5%	ETF
GD General Dynamics	$7,810,293	$995,335 â–²	14.6%	22,756	0.5%	Aerospace
VUG Vanguard Growth ETF	$7,780,635	$91,727 â–¼	-1.2%	17,813	0.4%	ETF
META Meta Platforms	$7,757,613	$1,265,568 â–¼	-14.0%	13,559	0.4%	Computer and Technology
RL Ralph Lauren	$7,357,868	$803,552 â–²	12.3%	21,390	0.4%	Consumer Discretionary
INTU Intuit	$7,339,550	$402,108 â–¼	-5.2%	16,975	0.4%	Computer and Technology
VYMI Vanguard International High Dividend Yield ETF	$7,082,049	$142,020 â–¼	-2.0%	75,149	0.4%	ETF
AYI Acuity	$7,024,875	$105,083 â–¼	-1.5%	25,069	0.4%	Business Services
CAT Caterpillar	$6,810,623	$209,710 â–¼	-3.0%	9,613	0.4%	Industrials
SCHF Schwab International Equity ETF	$6,765,084	$521,135 â–¼	-7.2%	273,337	0.4%	ETF
JPM JPMorgan Chase & Co.	$6,728,697	$538,025 â–¼	-7.4%	22,874	0.4%	Finance
APH Amphenol	$6,482,208	$701,490 â–²	12.1%	51,304	0.4%	Computer and Technology
PEP PepsiCo	$6,340,860	$318,813 â–¼	-4.8%	40,832	0.4%	Consumer Staples
AJG Arthur J. Gallagher & Co.	$6,229,712	$773,408 â–¼	-11.0%	28,764	0.4%	Finance
IWM iShares Russell 2000 ETF	$6,005,469	$277,507 â–¼	-4.4%	24,216	0.3%	Finance
AIQ Global X Artificial Intelligence & Technology ETF	$5,929,283	$418,630 â–²	7.6%	127,047	0.3%	ETF
LLY Eli Lilly and Company	$5,918,575	$709,125 â–¼	-10.7%	6,435	0.3%	Medical
QQQ Invesco QQQ	$5,877,563	$244,153 â–¼	-4.0%	10,183	0.3%	Finance
ISCG iShares Morningstar Small-Cap Growth ETF	$5,780,133	$63,458 â–¼	-1.1%	105,477	0.3%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$5,646,876	$957,268 â–²	20.4%	39,930	0.3%	Manufacturing
VB Vanguard Small-Cap ETF	$5,391,460	$217,660 â–¼	-3.9%	20,584	0.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$5,328,822	$864,931 â–¼	-14.0%	70,956	0.3%	ETF
CVX Chevron	$5,075,448	$146,899 â–¼	-2.8%	24,531	0.3%	Energy
EFA iShares MSCI EAFE ETF	$5,070,381	$1,695,696 â–¼	-25.1%	52,202	0.3%	Finance
ABBV AbbVie	$5,035,332	$193,566 â–¼	-3.7%	23,152	0.3%	Medical
ICE Intercontinental Exchange	$4,908,736	$290,498 â–²	6.3%	31,210	0.3%	Finance
LMT Lockheed Martin	$4,488,028	$103,347 â–¼	-2.3%	7,426	0.3%	Aerospace
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$4,303,462	$167,999 â–¼	-3.8%	82,458	0.2%	ETF
BANK NEW YORK MELLON CORP	$4,199,191	$3,203 â–¼	-0.1%	35,397	0.2%	COM
JNJ Johnson & Johnson	$4,181,770	$498,400 â–¼	-10.6%	17,108	0.2%	Medical
PG Procter & Gamble	$4,165,553	$926,449 â–¼	-18.2%	28,839	0.2%	Consumer Staples
XLE Energy Select Sector SPDR Fund	$4,108,586	$6,940,452 â–¼	-62.8%	67,068	0.2%	ETF
GWW W.W. Grainger	$3,974,513	$870,379 â–¼	-18.0%	3,644	0.2%	Industrials
MCD McDonald's	$3,931,905	$94,172 â–¼	-2.3%	12,651	0.2%	Retail/Wholesale
IWD iShares Russell 1000 Value ETF	$3,837,135	$218,374 â–¼	-5.4%	17,958	0.2%	ETF
ACWI iShares MSCI ACWI ETF	$3,690,746	$86,758 â–¼	-2.3%	26,673	0.2%	Manufacturing
NEE NextEra Energy	$3,620,341	$23,498 â–²	0.7%	38,979	0.2%	Utilities
LOW Lowe's Companies	$3,472,876	$29,535 â–²	0.9%	14,698	0.2%	Retail/Wholesale
EFG iShares MSCI EAFE Growth ETF	$3,453,547	$356,046 â–¼	-9.3%	31,010	0.2%	ETF
MS Morgan Stanley	$3,372,812	$3,127 â–²	0.1%	20,495	0.2%	Finance
INMU iShares Intermediate Muni Income Active ETF	$3,353,828	$124,691 â–²	3.9%	140,269	0.2%	ETF
IGRO iShares International Dividend Growth ETF	$3,231,624	$28,231 â–²	0.9%	38,577	0.2%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$3,198,328	$21,558 â–¼	-0.7%	27,001	0.2%	ETF
VBK Vanguard Small-Cap Growth ETF	$3,169,999	$10,881 â–¼	-0.3%	10,488	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2026)

About Mckinley Carter Wealth Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2026)

About Mckinley Carter Wealth Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMckinley Carter Wealth Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools