McKinley Carter Wealth Services, Inc. — 13F Holdings & Portfolio
CIK 1484265 · latest 13F-HR filed 2026-04-20
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.73B
Long-equity book
Holdings
307
Distinct positions
Period
2026-03-31
Filed 2026-04-20
Q/Q Activity
+7 / −26 / ↑71 / ↓116
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$104.3M +331.9%
- DIMENSIONAL ETF TRUST$56.7M +332.9%
- BLACKROCK ETF TRUST$17.8M +364.9%
- ISHARES TR$10.4M +365.5%
- ISHARES TR$10.2M +10.3%
Top Trims
- VANGUARD STAR FDS-$63.1M -60.7%
- VANGUARD INTL EQUITY INDEX F-$25.2M -69.5%
- ISHARES TR-$23.8M -41.1%
- ISHARES TR-$20.7M -64.9%
- VANGUARD TAX-MANAGED FDS-$18.7M -35.7%
New Positions
- DIMENSIONAL ETF TRUST$11.2M
- CADENCE DESIGN SYSTEM INC$432.9K
- HONEYWELL INTL INC$259.3K
- HERSHEY CO$248.0K
- INTEL CORP$232.2K
Exited Positions
- CINTAS CORP$715.7K
- HCA HEALTHCARE INC$559.8K
- PROLOGIS INC.$480.9K
- ASTRAZENECA PLC$451.5K
- EDWARDS LIFESCIENCES CORP$450.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $135.8M | 7.83% | 3,484,718 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $109.5M | 6.31% | 167,634 | SH |
| 3 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $103.5M | 5.97% | 2,269,756 | SH |
| 4 | ISHARES TR | IWB | 464287622 | $88.2M | 5.08% | 247,303 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $73.8M | 4.25% | 2,179,072 | SH |
| 6 | ISHARES TR | AGG | 464287226 | $61.6M | 3.55% | 620,271 | SH |
| 7 | VANGUARD STAR FDS | VXUS | 921909768 | $40.8M | 2.35% | 529,601 | SH |
| 8 | ISHARES TR | IEFA | 46432F842 | $34.1M | 1.97% | 376,669 | SH |
| 9 | ISHARES TR | IVE | 464287408 | $33.8M | 1.95% | 160,281 | SH |
| 10 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $33.7M | 1.94% | 525,701 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $30.7M | 1.77% | 120,788 | SH |
| 12 | ISHARES TR | ILCG | 464287119 | $25.9M | 1.49% | 270,806 | SH |
| 13 | BROADCOM INC | AVGO | 11135F101 | $24.8M | 1.43% | 80,067 | SH |
| 14 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $22.7M | 1.31% | 389,812 | SH |
| 15 | ISHARES TR | IWF | 464287614 | $21.0M | 1.21% | 49,314 | SH |
| 16 | ISHARES TR | USIG | 464288620 | $18.4M | 1.06% | 358,233 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $18.0M | 1.04% | 62,754 | SH |
| 18 | ISHARES TR | IXUS | 46432F834 | $17.3M | 1.00% | 199,872 | SH |
| 19 | ISHARES TR | MBB | 464288588 | $16.7M | 0.96% | 176,215 | SH |
| 20 | ISHARES TR | IJR | 464287804 | $15.8M | 0.91% | 127,395 | SH |
| 21 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $15.0M | 0.86% | 15,006 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $14.9M | 0.86% | 40,121 | SH |
| 23 | ISHARES TR | IJH | 464287507 | $14.5M | 0.84% | 215,447 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $13.5M | 0.78% | 77,315 | SH |
| 25 | ISHARES TR | TLH | 464288653 | $13.2M | 0.76% | 131,421 | SH |
| 26 | TJX COS INC NEW | TJX | 872540109 | $13.1M | 0.75% | 81,843 | SH |
| 27 | FIRST TR EXCHANGE-TRADED FD | GRID | 33737A108 | $13.0M | 0.75% | 79,446 | SH |
| 28 | ISHARES INC | IEMG | 46434G103 | $13.0M | 0.75% | 186,059 | SH |
| 29 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $12.1M | 0.70% | 91,237 | SH |
| 30 | MCKESSON CORP | MCK | 58155Q103 | $11.8M | 0.68% | 13,599 | SH |
| 31 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $11.4M | 0.66% | 124,008 | SH |
| 32 | ISHARES TR | GOVT | 46429B267 | $11.2M | 0.65% | 489,638 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $11.2M | 0.64% | 312,637 | SH |
| 34 | VANGUARD BD INDEX FDS | BND | 921937835 | $11.1M | 0.64% | 150,734 | SH |
| 35 | ISHARES TR | IEI | 464288661 | $11.0M | 0.64% | 93,105 | SH |
| 36 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $11.0M | 0.63% | 79,501 | SH |
| 37 | BLACKROCK ETF TRUST | THRO | 09290C806 | $10.9M | 0.63% | 299,739 | SH |
| 38 | CACI INTL INC | CACI | 127190304 | $10.7M | 0.62% | 19,701 | SH |
| 39 | QUANTA SVCS INC | PWR | 74762E102 | $10.4M | 0.60% | 19,002 | SH |
| 40 | WASTE MGMT INC DEL | WM | 94106L109 | $10.4M | 0.60% | 45,191 | SH |
| 41 | LINDE PLC | LIN | G54950103 | $9.9M | 0.57% | 20,012 | SH |
| 42 | AMAZON COM INC | AMZN | 023135106 | $9.8M | 0.57% | 47,232 | SH |
| 43 | ISHARES INC | EMXC | 46434G764 | $9.8M | 0.56% | 124,353 | SH |
| 44 | MASTERCARD INCORPORATED | MA | 57636Q104 | $9.7M | 0.56% | 19,499 | SH |
| 45 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $9.7M | 0.56% | 198,892 | SH |
| 46 | ISHARES TR | SHY | 464287457 | $9.6M | 0.55% | 115,955 | SH |
| 47 | HUBBELL INC | HUBB | 443510607 | $9.5M | 0.55% | 19,452 | SH |
| 48 | VANGUARD INDEX FDS | VOO | 922908363 | $9.4M | 0.54% | 15,722 | SH |
| 49 | ISHARES TR | IWL | 464289446 | $9.3M | 0.53% | 57,791 | SH |
| 50 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $9.2M | 0.53% | 147,118 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $1.73B | 307 | 0001484265-26-000002 |
| 2025-12-31 | 2026-02-06 | $1.79B | 322 | 0001484265-26-000001 |