Q2 2026 13F · SEC CIK 1484265

McKinley Carter Wealth Services, Inc.

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.9B
Reported positions: 317
Top holdings a year, 3 yrs: +14.7%
Assets under management: $2.3B

McKinley Carter Wealth Services, Inc. is a wealth manager that reported 317 positions worth $1.9B in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Dimensional International Core Equity Ma (DFAI, 7.7%), Ishares Core S&p 500 ETF (IVV, 6.6%), Fidelity Merrimack Str Tr (FBND, 5.7%). A portfolio copying its top holdings returned 14.7% a year over the last 3 years, against 20.4% for the S&P 500.

McKinley Carter Wealth Services, Inc. holdings largest 50 of 317 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

McKinley Carter Wealth Services, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFAIDimensional International Core Equity Ma	7.7%	7.8%	3,637,438	+4.4%	$150.0M
IVVIshares Core S&p 500 ETF	6.6%	6.3%	171,795	+2.5%	$128.7M
FBNDFidelity Merrimack Str Tr	5.7%	6.0%	2,446,971	+7.8%	$111.3M
IWBIshares Russell 1000 ETF	5.3%	5.1%	249,432	+0.9%	$102.1M
DFAEDimensional ETF Trust	4.8%	4.3%	2,299,652	+5.5%	$92.5M
AGGIshares Tr	3.3%	3.6%	652,197	+5.1%	$64.6M
VXUSVanguard Star Fds Vanguard Total Intl St	2.3%	2.4%	519,610	-1.9%	$44.4M
VEAVanguard Tax-Managed Fds	2.0%	1.9%	531,768	+1.2%	$37.9M
IVEIshares S&p 500 Value ETF	1.9%	2.0%	162,551	+1.4%	$36.9M
IEFAIshares Core Msci Eafe ETF	1.8%	2.0%	368,453	-2.2%	$35.6M
AAPLApple Inc	1.8%	1.8%	120,271	-0.4%	$34.8M
JKEIshares Tr	1.7%	1.5%	279,192	+3.1%	$32.7M
AVGOBroadcom Inc	1.5%	1.4%	77,392	-3.3%	$29.2M
DYNFIshares U.s. Equity Factor Rotation Acti	1.5%	1.3%	414,681	+6.4%	$28.2M
GOOGLAlphabet Inc	1.4%	1.0%	73,746	+17.5%	$26.4M
IWFIshares Russell 1000 Growth ETF	1.3%	1.2%	197,013	+299.5%	$24.5M
USIGiShares Broad USD Invm Grd Cor	1.1%	1.1%	399,288	+11.5%	$20.5M
MBBIshares Tr	1.0%	1.0%	208,830	+18.5%	$19.7M
IJRIshares Core S&p Small Cap ETF	1.0%	0.9%	127,386	-0.0%	$18.9M
NVDANvidia Corporation Com	1.0%	0.8%	94,375	+22.1%	$18.9M
IXUSIshares Core Msci Total International St	0.9%	1.0%	189,126	-5.4%	$18.1M
XLKState Street Technology Select Sector Sp	0.9%	0.7%	89,814	-1.6%	$17.1M
TLHIshares Tr	0.9%	0.8%	166,474	+26.7%	$16.7M
GRIDFirst Tr Exchange-Traded Fd	0.8%	0.8%	85,108	+7.1%	$16.3M
IJHIshares Tr	0.8%	0.8%	205,971	-4.4%	$15.9M
MSFTMicrosoft Corp	0.8%	0.9%	41,349	+3.1%	$15.4M
IEMGIshares	0.8%	0.7%	182,138	-2.1%	$15.1M
COSTCostco Whsl Corp New	0.7%	0.9%	15,107	+0.7%	$14.1M
VTVanguard Total World Stock Index Fund Et	0.7%	0.6%	89,697	+12.4%	$14.1M
IEIIshares	0.7%	0.6%	119,027	+27.8%	$14.0M
LLYLilly Eli & Co	0.7%	—	11,556	—	$13.9M
BTHMBlackrock ETF Trust	0.7%	0.6%	314,636	+5.0%	$13.6M
DFLVDimensional ETF Trust	0.7%	0.6%	338,555	+8.3%	$13.4M
PWRQuanta Svcs Inc Com	0.7%	0.6%	18,412	-3.1%	$13.3M
SHYiShs Lehman 1-3Tsy	0.7%	0.6%	155,453	+34.1%	$12.8M
EMXCIshares Inc	0.7%	0.6%	124,567	+0.2%	$12.7M
TJXTjx Cos Inc New Com	0.6%	0.8%	81,312	-0.6%	$12.3M
ORLYO'Reilly Automotive Inc	0.6%	0.7%	125,312	+1.1%	$11.5M
BNDVanguard Total Bond Market ETF	0.6%	0.6%	155,905	+3.4%	$11.4M
AMZNAmazon Com Inc Com	0.6%	0.6%	47,105	-0.3%	$11.2M
DFATDimensional U.s. Targeted Value	0.6%	0.5%	155,004	+5.4%	$10.8M
VOOVanguard S&p 500 ETF	0.6%	0.5%	15,642	-0.5%	$10.7M
CATCaterpillar Inc Com	0.6%	—	10,027	—	$10.7M
LINLinde PLC	0.5%	0.6%	20,434	+2.1%	$10.6M
XCEMColumbia ETF Tr II	0.5%	—	197,491	—	$10.4M
MCKMckesson Corp Com	0.5%	0.7%	13,629	+0.2%	$10.3M
FNDFSchwab Strategic Tr	0.5%	0.6%	193,864	-2.5%	$10.2M
HUBBHubbell Inc	0.5%	0.6%	19,520	+0.3%	$10.2M
WMWaste Mgmt Inc Del	0.5%	0.6%	45,783	+1.3%	$10.2M
IWLIshares Tr	0.5%	0.5%	53,247	-7.9%	$9.8M

What McKinley Carter Wealth Services, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Russell 1000 Growth ETF+299.5% shares
SHY iShs Lehman 1-3Tsy+34.1% shares
IEI Ishares+27.8% shares
TLH Ishares Tr+26.7% shares
NVDA Nvidia Corporation Com+22.1% shares
MBB Ishares Tr+18.5% shares
GOOGL Alphabet Inc+17.5% shares
VT Vanguard Total World Stock Index Fund Et+12.4% shares

Reduced

IWL Ishares Tr-7.9% shares
IXUS Ishares Core Msci Total International St-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.6% /yr; S&P 500 +20.1%
3 years: +14.7% /yr; S&P 500 +20.4%
5 years: +5.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.9B	317
Q1 2026	$1.7B	300
Q4 2025	$1.8B	319
Q3 2025	$1.9B	313
Q2 2025	$1.8B	302
Q1 2025	$1.6B	297
Q4 2024	$1.6B	290
Q3 2024	$1.7B	302
Q2 2024	$1.6B	297
Q1 2024	$1.5B	298
Q4 2023	$1.4B	301
Q3 2023	$1.3B	292

Questions about McKinley Carter Wealth Services, Inc.'s portfolio

What stocks does McKinley Carter Wealth Services, Inc. own?

McKinley Carter Wealth Services, Inc.'s latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 317 positions worth $1.9B. The largest are Dimensional International Core Equity Ma (DFAI) at 7.7%, Ishares Core S&p 500 ETF (IVV) at 6.6%, Fidelity Merrimack Str Tr (FBND) at 5.7%, Ishares Russell 1000 ETF (IWB) at 5.3% and Dimensional ETF Trust (DFAE) at 4.8%.

What did McKinley Carter Wealth Services, Inc. buy last quarter?

In Q2 2026, McKinley Carter Wealth Services, Inc. added Ishares Russell 1000 Growth ETF (IWF) (+299.5% shares), iShs Lehman 1-3Tsy (SHY) (+34.1% shares) and Ishares (IEI) (+27.8% shares), compared with its Q1 2026 filing.

What did McKinley Carter Wealth Services, Inc. sell last quarter?

In Q2 2026, McKinley Carter Wealth Services, Inc. cut from its top 50 Ishares Tr (GOVT), cut from its top 50 Caci Intl Inc (CACI), cut from its top 50 Mastercard Inc. (MA), Ishares Tr (IWL) (-7.9% shares) and Ishares Core Msci Total International St (IXUS) (-5.4% shares), compared with its Q1 2026 filing.

How has McKinley Carter Wealth Services, Inc.'s portfolio performed?

A portfolio copying McKinley Carter Wealth Services, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.6% against +20.1%. Over 5 years: +5.9% a year against +11.6%.

When is McKinley Carter Wealth Services, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. McKinley Carter Wealth Services, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does McKinley Carter Wealth Services, Inc. manage?

McKinley Carter Wealth Services, Inc. reported $2.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.9B.