McKinley Carter Wealth Services, Inc. 13F Holdings · Q2 2026
McKinley Carter Wealth Services, Inc. reported 317 securities worth $1.94B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAI (7.73%), IVV (6.63%), FBND (5.74%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $150.0M | 7.73% | 3.6M | Added |
| 2 | IVV | ISHARES TR | $128.7M | 6.63% | 171,795 | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $111.3M | 5.74% | 2.4M | Added |
| 4 | IWB | ISHARES TR | $102.1M | 5.26% | 249,432 | Added |
| 5 | DFAE | DIMENSIONAL ETF TRUST | $92.5M | 4.77% | 2.3M | Added |
| 6 | AGG | ISHARES TR | $64.6M | 3.33% | 652,197 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $44.4M | 2.29% | 519,610 | Trimmed |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $37.9M | 1.95% | 531,768 | Added |
| 9 | AAPL | APPLE INC | $36.9M | 1.90% | 120,271 | Trimmed |
| 10 | IVE | ISHARES TR | $36.9M | 1.90% | 162,551 | Added |
| 11 | IEFA | ISHARES TR | $35.6M | 1.83% | 368,453 | Trimmed |
| 12 | ILCG | ISHARES TR | $32.7M | 1.68% | 279,192 | Added |
| 13 | AVGO | BROADCOM INC | $29.2M | 1.51% | 77,392 | Trimmed |
| 14 | DYNF | BLACKROCK ETF TRUST | $28.2M | 1.45% | 414,681 | Added |
| 15 | GOOGL | ALPHABET INC | $26.4M | 1.36% | 73,746 | Added |
| 16 | IWF | ISHARES TR | $24.5M | 1.26% | 197,013 | Added |
| 17 | USIG | ISHARES TR | $20.5M | 1.06% | 399,288 | Added |
| 18 | MBB | ISHARES TR | $19.7M | 1.02% | 208,830 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $19.3M | 0.99% | 94,375 | Added |
| 20 | IJR | ISHARES TR | $18.9M | 0.97% | 127,386 | Trimmed |
| 21 | IXUS | ISHARES TR | $18.1M | 0.93% | 189,126 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $17.1M | 0.88% | 89,814 | Trimmed |
| 23 | TLH | ISHARES TR | $16.7M | 0.86% | 166,474 | Added |
| 24 | GRID | FIRST TR EXCHANGE-TRADED FD | $16.3M | 0.84% | 85,108 | Added |
| 25 | IJH | ISHARES TR | $15.9M | 0.82% | 205,971 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR