13F Insight
DOSSIER · 13F-HR · Q1 2026

McKinley Carter Wealth Services, Inc.

$1.7B in tracked AUM across 307 positions as of Q1 2026.

MC
CIK 0001484265 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
307
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

McKinley Carter Wealth Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAI
DIMENSIONAL ETF TRUST
$136M3.5M7.8%02
IVV
ISHARES TR
$109M168K6.3%03
FBND
FIDELITY MERRIMACK STR TR
$104M2.3M6.0%04
IWB
ISHARES TR
$88M247K5.1%05
DFAE
DIMENSIONAL ETF TRUST
$74M2.2M4.3%06
AGG
ISHARES TR
$62M620K3.5%07
VXUS
VANGUARD STAR FDS
$41M530K2.4%08
IEFA
ISHARES TR
$34M377K2.0%09
IVE
ISHARES TR
$34M160K2.0%10
VEA
VANGUARD TAX-MANAGED FDS
$34M526K1.9%

Filing history

2026Q1Mar 31
$1.7B▼ 3.1%
307 positionsView →2025Q4Dec 31
$1.8B▼ 6.1%
322 positionsView →2025Q3Sep 30
$1.9B▲ 5.9%
319 positionsView →2025Q2Jun 30
$1.8B▲ 10.7%
308 positionsLocked2025Q1Mar 31
$1.6B▼ 0.4%
303 positionsLocked2024Q4Dec 31
$1.6B▼ 1.3%
291 positionsLocked2024Q3Sep 30
$1.7B▲ 5.5%
319 positionsLocked2024Q2Jun 30
$1.6B▲ 4.9%
299 positionsLocked2024Q1Mar 31
$1.5B▲ 9.5%
299 positionsLocked2023Q4Dec 31
$1.4B▲ 8.7%
302 positionsLocked2023Q3Sep 30
$1.3B▼ 5.6%
295 positionsLocked2023Q2Jun 30
$1.3B▲ 4.2%
296 positionsLocked
Showing 12 of 65