13F Insight
DOSSIER · 13F-HR · Q2 2026

McKinley Carter Wealth Services, Inc.

$1.9B in tracked AUM across 322 positions as of Q2 2026.

MC
CIK 0001484265 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
322
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

McKinley Carter Wealth Services, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAI
DIMENSIONAL ETF TRUST
$150M3.6M7.7%02
IVV
ISHARES TR
$129M172K6.6%03
FBND
FIDELITY MERRIMACK STR TR
$111M2.4M5.7%04
IWB
ISHARES TR
$102M249K5.3%05
DFAE
DIMENSIONAL ETF TRUST
$92M2.3M4.8%06
AGG
ISHARES TR
$65M652K3.3%07
VXUS
VANGUARD STAR FDS
$44M520K2.3%08
VEA
VANGUARD TAX-MANAGED FDS
$38M532K2.0%09
AAPL
APPLE INC
$37M128K1.9%10
IVE
ISHARES TR
$37M163K1.9%

Filing history

2026Q2Jun 30
$1.9B▲ 11.8%
322 positionsView →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 positionsLocked
Showing 12 of 66