McKinley Carter Wealth Services, Inc.
Sector Allocation
- Other74.1%$1.5B
- Technology11.2%$219.3M
- Financials3.2%$62.7M
- Consumer Discretionary3.0%$57.9M
- Industrials2.7%$52.1M
- Consumer Staples2.0%$40.1M
- Healthcare1.7%$33.4M
- Utilities0.9%$18.0M
- Materials0.7%$13.3M
- Energy0.3%$5.7M
AUM History
13fpro.ai/research/fund/mckinley-carter-wealth-services-inc-1484265
Conviction and streaks
Diversifying · top 10 = 40.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$155.6M
- ISHARES$133.6M
- FIDELITY$109.3M
- DIMENSIONAL$91.6M
- ISHARES$67.4M
- ISHARES$62.2M
- ISHARES$47.8M
- VANGUARD$43.1M
AAPL
$39.1M- DIMENSIONAL$39.0M
- VANGUARD$37.4M
- ISHARES$35.3M
- ISHARES$32.3M
- BLACKROCK$29.0M
AVGO
$26.7MGOOGL
$25.7M- ISHARES$24.1M
NVDA
$22.1MMSFT
$21.0M- ISHARES$19.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mckinley-carter-wealth-services-inc-1484265
McKinley Carter Wealth Services, Inc. 13F holdings — Q3 2026
$2.0B portfolio (+1.3% QoQ) · 323 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
Includes $4.5M of put/call options ($4.5M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $2.0B. Weights use the stock portfolio.
- 1
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$155.6M
7.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P500 ETF
$133.6M
6.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$109.3M
5.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$91.6M
4.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - RUS 1000 ETF
$67.4M
3.4% of stocks
-35%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE US AGGBD ET
$62.2M
3.2% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - RUS TOP 200 ETF
$47.8M
2.4% of stocks
+372%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD STAR FDS - VG TL INTL STK F
$43.1M
2.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $39.1M
2.0% of stocks
-2%This quarter+0.1%Since filed11+ qtrsHeld- 10
DIMENSIONAL ETF TRUST - US LARG VALU ETF
$39.0M
2.0% of stocks
+186%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $155.6M | 7.9% | +3% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P500 ETF | $133.6M | 6.8% | +2% | — | — | — | — | |
| 3 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $109.3M | 5.6% | +3% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $91.6M | 4.7% | +1% | — | — | — | — | |
| 5 | ISHARES TR - RUS 1000 ETF | $67.4M | 3.4% | -35% | — | — | — | — | |
| 6 | ISHARES TR - CORE US AGGBD ET | $62.2M | 3.2% | +0.8% | — | — | — | — | |
| 7 | ISHARES TR - RUS TOP 200 ETF | $47.8M | 2.4% | +372% | — | — | — | — | |
| 8 | VANGUARD STAR FDS - VG TL INTL STK F | $43.1M | 2.2% | -2% | — | — | — | — | |
| 9 | $39.1M | 2.0% | -2% | +0.1% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $39.0M | 2.0% | +186% | — | — | — | — |
All holdings — McKinley Carter Wealth Services, Inc. (Q3 2026)
323 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $37.4M | 1.9% | 529K | -0.5% | — | — | 13F |
| 12 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $35.3M | 1.8% | 365K | -1% | — | — | 13F |
| 13 | — | ISHARES TR - MORNINGSTAR GRWTetf/fund | — | $32.3M | 1.6% | 276K | -1.0% | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $29.0M | 1.5% | 418K | +0.8% | — | — | 13F |
| 15 | Broadcom Inc. | Technology | $26.7M | 1.4% | 76K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | 84.5 | 13F | |
| 16 | Alphabet Inc. | Technology | $25.7M | 1.3% | 75K | +1% | 11+ qtrsAdded 2 qtrs in a row | 77.7 | 13F | |
| 17 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $24.1M | 1.2% | 192K | -2% | — | — | 13F |
| 18 | NVIDIA CORP | Technology | $22.1M | 1.1% | 97K | +3% | 11+ qtrsAdded 2 qtrs in a row | 86.0 | 13F | |
| 19 | MICROSOFT CORP | Technology | $21.0M | 1.1% | 41K | -1% | 11+ qtrs | 79.8 | 13F | |
| 20 | — | ISHARES TR - USD INV GRDE ETFetf/fund | — | $19.4M | 1.0% | 398K | -0.2% | — | — | 13F |
| 21 | — | ISHARES TR - MBS ETFetf/fund | — | $18.5M | 0.9% | 206K | -1% | — | — | 13F |
| 22 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $18.2M | 0.9% | 260K | +67% | — | — | 13F |
| 23 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $17.6M | 0.9% | 129K | +1% | — | — | 13F |
| 24 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $17.5M | 0.9% | 184K | -2% | — | — | 13F |
| 25 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $17.4M | 0.9% | 89K | -0.8% | — | — | 13F |
| 26 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $17.2M | 0.9% | 346K | +325% | |||
| 27 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $14.9M | 0.8% | 84K | -0.9% | |||
| 28 | — | ISHARES TR - CORE S&P MCP ETF | — | $14.8M | 0.8% | 206K | +0.0% | |||
| 29 | — | ISHARES INC - CORE MSCI EMKT | — | $14.8M | 0.8% | 182K | +0.1% | |||
| 30 | $LLY | ELI LILLY & Co | Healthcare | $14.2M | 0.7% | 12K | +6% | |||
| 31 | $DOV | DOVER Corp | Industrials | $14.1M | 0.7% | 89K | -0.4% | |||
| 32 | — | ISHARES TR - 10-20 YR TRS ETF | — | $14.0M | 0.7% | 152K | -9% | |||
| 33 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $13.9M | 0.7% | 317K | +0.8% | |||
| 34 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $13.8M | 0.7% | 15K | +0.2% | |||
| 35 | — | ISHARES INC - MSCI EMRG CHN | — | $12.6M | 0.6% | 127K | +2% | |||
| 36 | — | ISHARES TR - S&P 500 VAL ETF | — | $12.5M | 0.6% | 55K | -66% | |||
| 37 | — | ISHARES TR - 3 7 YR TREAS BD | — | $12.4M | 0.6% | 109K | -8% | |||
| 38 | — | ISHARES TR - 1 3 YR TREAS BD | — | $12.2M | 0.6% | 151K | -3% | |||
| 39 | $CACI | CACI INTERNATIONAL INC /DE/ | Technology | $12.2M | 0.6% | 20K | -0.3% | |||
| 40 | $PWR | QUANTA SERVICES, INC. | Industrials | $11.7M | 0.6% | 18K | -1% | |||
| 41 | $AMZN | AMAZON COM INC | Consumer Discretionary | $11.7M | 0.6% | 47K | -0.6% | |||
| 42 | $MCK | MCKESSON CORP | Consumer Staples | $11.7M | 0.6% | 14K | +0.2% | |||
| 43 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.7M | 0.6% | 81K | -0.2% | |||
| 44 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $10.7M | 0.6% | 15K | -3% | |||
| 45 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $10.7M | 0.5% | 125K | -0.2% | |||
| 46 | $MA | Mastercard Inc | Financials | $10.6M | 0.5% | 19K | +0.6% | |||
| 47 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $10.2M | 0.5% | 154K | -0.7% | |||
| 48 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $10.2M | 0.5% | 189K | -2% | |||
| 49 | — | COLUMBIA ETF TR II - EM CORE EX ETF | — | $10.2M | 0.5% | 198K | +0.3% | |||
| 50 | $META | Meta Platforms, Inc. | Technology | $10.0M | 0.5% | 14K | +0.9% | |||
| 51 | $LIN | LINDE PLC | Materials | $9.8M | 0.5% | 21K | +2% | |||
| 52 | — | ISHARES TR - S&P 100 ETF | — | $9.7M | 0.5% | 25K | -3% | |||
| 53 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $9.4M | 0.5% | 105K | -0.5% | |||
| 54 | $WM | WASTE MANAGEMENT INC | Utilities | $9.4M | 0.5% | 46K | +0.9% | |||
| 55 | $APH | AMPHENOL CORP /DE/ | Technology | $9.1M | 0.5% | 108K | +100% | |||
| 56 | $DELL | Dell Technologies Inc. | Technology | $9.0M | 0.5% | 17K | +8% | |||
| 57 | $HUBB | HUBBELL INC | Technology | $8.9M | 0.5% | 20K | +0.2% | |||
| 58 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $8.8M | 0.5% | 165K | -0.5% | |||
| 59 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $8.8M | 0.5% | 135K | +6% | |||
| 60 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $8.3M | 0.4% | 49K | -2% | |||
| 61 | $CAT | CATERPILLAR INC | Industrials | $8.1M | 0.4% | 10K | -0.1% | |||
| 62 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $8.0M | 0.4% | 23K | +2% | |||
| 63 | $JPM | JPMORGAN CHASE & CO | Financials | $7.8M | 0.4% | 24K | +0.9% | |||
| 64 | $TER | TERADYNE, INC | Technology | $7.7M | 0.4% | 19K | New | |||
| 65 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $7.7M | 0.4% | 76K | -2% | |||
| 66 | $GD | GENERAL DYNAMICS CORP | Industrials | $7.3M | 0.4% | 22K | +4% | |||
| 67 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $7.2M | 0.4% | 260K | -2% | |||
| 68 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $6.9M | 0.3% | 9,372 | -7% | |||
| 69 | — | ISHARES TR - ESG AWR MSCI USA | — | $6.8M | 0.3% | 41K | +0.1% | |||
| 70 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $6.7M | 0.3% | 11K | +0.0% | |||
| 71 | — | ISHARES TR - RUSSELL 2000 ETF | — | $6.6M | 0.3% | 24K | -0.2% | |||
| 72 | — | ISHARES TR - MRGSTR SM CP GR | — | $6.5M | 0.3% | 107K | -0.6% | |||
| 73 | $ABBV | AbbVie Inc. | Healthcare | $6.2M | 0.3% | 24K | +0.5% | |||
| 74 | $C | CITIGROUP INC | Financials | $6.0M | 0.3% | 46K | +7% | |||
| 75 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $5.6M | 0.3% | 20K | -1% | |||
| 76 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $5.3M | 0.3% | 63K | -2% | |||
| 77 | $CVX | CHEVRON CORP | Energy | $5.2M | 0.3% | 26K | +0.9% | |||
| 78 | $PEP | PEPSICO INC | Consumer Staples | $5.2M | 0.3% | 41K | -0.5% | |||
| 79 | $BNY | Bank of New York Mellon Corp | Financials | $5.1M | 0.3% | 35K | +0.0% | |||
| 80 | — | BLACKROCK ETF TRUST II - ISHA TOTA RE ETF | — | $5.1M | 0.3% | 107K | +106% | |||
| 81 | — | ISHARES TR - MSCI EAFE ETF | — | $4.8M | 0.3% | 46K | -6% | |||
| 82 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $4.6M | 0.2% | 3,717 | +2% | |||
| 83 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.6M | 0.2% | 17K | +0.5% | |||
| 84 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $4.4M | 0.2% | 72K | +11% | |||
| 85 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | — | $4.3M | 0.2% | 190K | +33% | |||
| 86 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $4.3M | 0.2% | 30K | +4% | |||
| 87 | — | ISHARES TR - RUS 1000 VAL ETF | — | $4.3M | 0.2% | 17K | -4% | |||
| 88 | $TXN | TEXAS INSTRUMENTS INC | Technology | $4.1M | 0.2% | 15K | +3% | |||
| 89 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.0M | 0.2% | 7,918 | +3% | |||
| 90 | $MS | MORGAN STANLEY | Financials | $3.9M | 0.2% | 21K | +2% | |||
| 91 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $3.8M | 0.2% | 38K | +7% | |||
| 92 | $MRK | Merck & Co., Inc. | Healthcare | $3.7M | 0.2% | 26K | +3% | |||
| 93 | — | ISHARES TR - INTL DIV GRWTH | — | $3.7M | 0.2% | 42K | -0.7% | |||
| 94 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $3.5M | 0.2% | 58K | -0.1% | |||
| 95 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $3.5M | 0.2% | 10K | -2% | |||
| 96 | — | ISHARES TR - EAFE GRWTH ETF | — | $3.4M | 0.2% | 29K | -4% | |||
| 97 | — | ISHARES TR - SP SMCP600VL ETF | — | $3.4M | 0.2% | 27K | -1% | |||
| 98 | $NEE | NEXTERA ENERGY INC | Utilities | $3.2M | 0.2% | 42K | +5% | |||
| 99 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.1M | 0.2% | 12K | +4% | |||
| 100 | — | ISHARES TR - ESG AW MSCI EAFE | — | $3.0M | 0.1% | 29K | -2% | |||
| 101 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.0M | 0.1% | 13K | +2% | |||
| 102 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.9M | 0.1% | 16K | +7% | |||
| 103 | — | ISHARES TR - RUS MID CAP ETF | — | $2.9M | 0.1% | 27K | -3% | |||
| 104 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $2.9M | 0.1% | 32K | -3% | |||
| 105 | — | ISHARES TR - RUS MD CP GR ETF | — | $2.9M | 0.1% | 21K | -0.1% | |||
| 106 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.8M | 0.1% | 19K | New | |||
| 107 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $2.8M | 0.1% | 50K | -3% | |||
| 108 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $2.8M | 0.1% | 12K | -8% | |||
| 109 | — | ISHARES TR - MSCI USA QLT FCT | — | $2.8M | 0.1% | 12K | -2% | |||
| 110 | $ES | EVERSOURCE ENERGY | Utilities | $2.7M | 0.1% | 41K | +7% | |||
| 111 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.6M | 0.1% | 10K | +7% | |||
| 112 | — | PACER FDS TR - US CASH COWS 100 | — | $2.5M | 0.1% | 37K | -3% | |||
| 113 | — | ISHARES TR - MSCI ACWI ETF | — | $2.5M | 0.1% | 16K | -18% | |||
| 114 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.4M | 0.1% | 26K | +6% | |||
| 115 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.4M | 0.1% | 3,181 | +3% | |||
| 116 | — | ISHARES TR - CORE DIV GRWTH | — | $2.3M | 0.1% | 31K | +2% | |||
| 117 | $ECL | ECOLAB INC. | Materials | $2.3M | 0.1% | 8,353 | +11% | |||
| 118 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $2.2M | 0.1% | 10K | -9% | |||
| 119 | $AAPL PUT | Apple Inc. | Technology | $2.2M | — | 6,600 | -10% | |||
| 120 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.2M | 0.1% | 27K | +9% | |||
| 121 | $CHCO | CITY HOLDING CO | Financials | $2.1M | 0.1% | 15K | +0.0% | |||
| 122 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $2.1M | 0.1% | 32K | -0.8% | |||
| 123 | $ACN | Accenture plc | Technology | $2.1M | 0.1% | 11K | +10% | |||
| 124 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $2.0M | 0.1% | 3,107 | — | |||
| 125 | — | ISHARES TR - ESG AWR US AGRGT | — | $2.0M | 0.1% | 44K | -17% | |||
| 126 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.0M | 0.1% | 6,933 | -17% | |||
| 127 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $2.0M | 0.1% | 53K | -0.1% | |||
| 128 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | — | $2.0M | 0.1% | 35K | -0.1% | |||
| 129 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.9M | 0.1% | 54K | -3% | |||
| 130 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.9M | 0.1% | 37K | -5% | |||
| 131 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.9M | 0.1% | 20K | +13% | |||
| 132 | $V | VISA INC. | Financials | $1.9M | 0.1% | 5,272 | -0.3% | |||
| 133 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.9M | 0.1% | 32K | +9% | |||
| 134 | $WT | WisdomTree, Inc. | Financials | $1.7M | 0.1% | 31K | -3% | |||
| 135 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.7M | 0.1% | 32K | -1% | |||
| 136 | — | ISHARES TR - RUS 2000 GRW ETF | — | $1.7M | 0.1% | 4,779 | -1% | |||
| 137 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.7M | 0.1% | 7,664 | -2% | |||
| 138 | $IVZ | Invesco Ltd. | Financials | $1.7M | 0.1% | 8,059 | +2% | |||
| 139 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.7M | 0.1% | 5,028 | — | |||
| 140 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.6M | 0.1% | 27K | -0.7% | |||
| 141 | — | ISHARES TR - US TREAS BD ETF | — | $1.6M | 0.1% | 75K | -14% | |||
| 142 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.6M | 0.1% | 30K | -0.1% | |||
| 143 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.6M | 0.1% | 13K | +0.0% | |||
| 144 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.6M | 0.1% | 34K | -2% | |||
| 145 | $J | JACOBS SOLUTIONS INC. | Industrials | $1.5M | 0.1% | 11K | -22% | |||
| 146 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.5M | 0.1% | 26K | -0.1% | |||
| 147 | — | ISHARES TR - MSCI USA MMENTM | — | $1.5M | 0.1% | 4,654 | -2% | |||
| 148 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.1% | 33K | -2% | |||
| 149 | $UBSI | UNITED BANKSHARES INC/WV | Financials | $1.5M | 0.1% | 32K | +0.1% | |||
| 150 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.4M | 0.1% | 6,770 | -0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 116 added to, 141 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$TERTERADYNE, INC$7.7M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.8Mfirst bought this quarter
- VANGUARD WORLD FD - ESG US CORP BD$703K
first bought this quarter
first bought this quarter
$LLYPUTELI LILLY & Co$347K
first bought this quarter
$PLTRPalantir Technologies Inc.$336K
first bought this quarter
+5 more in the Excel export
Added to (116)
- ISHARES TR - RUS TOP 200 ETF+372%
now $47.8M
- DIMENSIONAL ETF TRUST - US LARG VALU ETF+186%
now $39.0M
- PIMCO ETF TR - INTER MUN BD ACT+325%
now $17.2M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+67%
now $18.2M
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK+3%
now $155.6M
$APHAMPHENOL CORP /DE/+100%
now $9.1M · held 5 qtrs
+110 more in the Excel export
Trimmed (141)
- ISHARES TR - RUS 1000 ETF-35%
now $67.4M
- ISHARES TR - S&P 500 VAL ETF-66%
now $12.5M
$NFLXNETFLIX INC-89%
now $673K · held 11+ qtrs
- ISHARES TR - 10-20 YR TRS ETF-9%
now $14.0M
- ISHARES TR - 3 7 YR TREAS BD-8%
now $12.4M
- VANGUARD STAR FDS - VG TL INTL STK F-2%
now $43.1M
+135 more in the Excel export
Sold out (8)
$XOM.R34088EXXON MOBIL CORPwas $1.5M
held 10+ qtrs
- ARK ETF TR - SPACE & DEFENSEwas $814K
- PROCURE ETF TRUST II - SPACE ETFwas $743K
- EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETFwas $347K
$VZVERIZON COMMUNICATIONS INCwas $327K
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDwas $232K
+2 more in the Excel export
Holdings by quarter
Every 13F McKinley Carter Wealth Services, Inc. has filed, 41 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of McKinley Carter Wealth Services's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 30% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
McKinley Carter Wealth Services, Inc. disclosed 323 positions worth $2.0B in its Form 13F-HR for Q3 2026 — $2.0B in common stock plus $4.5M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 11 new positions and exited 8 — including a new stake in $TER and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (74.1% of disclosed assets). All figures are sourced directly from McKinley Carter Wealth Services, Inc.’s Form 13F-HR filing with the SEC under CIK 1484265.
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AI-Powered Hedge Fund Analysis: McKinley Carter Wealth Services, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For McKinley Carter Wealth Services, Inc. (SEC CIK: 1484265), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in McKinley Carter Wealth Services, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.