McKinley Carter Wealth Services, Inc.

Est. AUM

$1.67B

13F long equity, this entity only

Positions

301

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$135.8M	3484718	8.12%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$109.5M	167634	6.55%	SOLE
3	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$103.5M	2269756	6.19%	SOLE
4	ISHARES TR	RUS 1000 ETF	$88.2M	247303	5.27%	SOLE
5	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$73.8M	2179072	4.41%	SOLE
6	VANGUARD STAR FDS	VG TL INTL STK F	$40.8M	529601	2.44%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$34.1M	376669	2.04%	SOLE
8	ISHARES TR	S&P 500 VAL ETF	$33.8M	160281	2.02%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$33.7M	525701	2.01%	SOLE
10	APPLE INC	COM	$30.7M	120788	1.83%	SOLE
11	ISHARES TR	MORNINGSTAR GRWT	$25.9M	270806	1.55%	SOLE
12	BROADCOM INC	COM	$24.8M	80067	1.48%	SOLE
13	BLACKROCK ETF TRUST	ISHARES US EQUIT	$22.7M	389812	1.36%	SOLE
14	ISHARES TR	RUS 1000 GRW ETF	$21.0M	49314	1.26%	SOLE
15	ISHARES TR	USD INV GRDE ETF	$18.4M	358233	1.10%	SOLE
16	ALPHABET INC	CAP STK CL A	$18.0M	62754	1.08%	SOLE
17	ISHARES TR	CORE MSCI TOTAL	$17.3M	199872	1.04%	SOLE
18	ISHARES TR	MBS ETF	$16.7M	176215	1.00%	SOLE
19	ISHARES TR	CORE S&P SCP ETF	$15.8M	127395	0.95%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$15.0M	15006	0.89%	SOLE
21	MICROSOFT CORP	COM	$14.9M	40121	0.89%	SOLE
22	ISHARES TR	CORE S&P MCP ETF	$14.5M	215447	0.87%	SOLE
23	NVIDIA CORPORATION	COM	$13.5M	77315	0.81%	SOLE
24	ISHARES TR	10-20 YR TRS ETF	$13.2M	131421	0.79%	SOLE
25	TJX COS INC NEW	COM	$13.1M	81843	0.78%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$13.0M	79446	0.78%	SOLE
27	ISHARES INC	CORE MSCI EMKT	$13.0M	186059	0.78%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET TEC	$12.1M	91237	0.73%	SOLE
29	MCKESSON CORP	COM	$11.8M	13599	0.70%	SOLE
30	OREILLY AUTOMOTIVE INC	COM	$11.4M	124008	0.68%	SOLE
31	ISHARES TR	US TREAS BD ETF	$11.2M	489638	0.67%	SOLE
32	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$11.2M	312637	0.67%	SOLE
33	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$11.1M	150734	0.66%	SOLE
34	ISHARES TR	3 7 YR TREAS BD	$11.0M	93105	0.66%	SOLE
35	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$11.0M	79501	0.66%	SOLE
36	BLACKROCK ETF TRUST	ISHARES US THEMA	$10.9M	299739	0.65%	SOLE
37	CACI INTL INC	CL A	$10.7M	19701	0.64%	SOLE
38	QUANTA SVCS INC	COM	$10.4M	19002	0.62%	SOLE
39	WASTE MGMT INC DEL	COM	$10.4M	45191	0.62%	SOLE
40	LINDE PLC	SHS	$9.9M	20012	0.59%	SOLE
41	AMAZON COM INC	COM	$9.8M	47232	0.59%	SOLE
42	ISHARES INC	MSCI EMRG CHN	$9.8M	124353	0.58%	SOLE
43	MASTERCARD INCORPORATED	CL A	$9.7M	19499	0.58%	SOLE
44	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$9.7M	198892	0.58%	SOLE
45	ISHARES TR	1 3 YR TREAS BD	$9.6M	115955	0.57%	SOLE
46	HUBBELL INC	COM	$9.5M	19452	0.57%	SOLE
47	VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.4M	15722	0.56%	SOLE
48	ISHARES TR	RUS TOP 200 ETF	$9.3M	57791	0.55%	SOLE
49	DIMENSIONAL ETF TRUST	US TARGETED VLU	$9.2M	147118	0.55%	SOLE
50	NETFLIX INC.	COM	$8.8M	91234	0.52%	SOLE

1–50 of 301

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.