13F Insight
DOSSIER · 13F-HR · Q3 2026

McKinley Carter Wealth Services, Inc.

$2.0B in tracked AUM across 330 positions as of Q3 2026.

MC
CIK 0001484265 · last filed Sep 30, 2026
Total AUM
$2.0B
as of Q3 2026
Holdings
330
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

McKinley Carter Wealth Services, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAI
DIMENSIONAL ETF TRUST
$156M3.8M7.9%02
IVV
ISHARES TR
$134M174K6.8%03
FBND
FIDELITY MERRIMACK STR TR
$109M2.5M5.6%04
DFAE
DIMENSIONAL ETF TRUST
$92M2.3M4.7%05
IWB
ISHARES TR
$67M162K3.4%06
AGG
ISHARES TR
$62M658K3.2%07
IWL
ISHARES TR
$48M251K2.4%08
VXUS
VANGUARD STAR FDS
$43M508K2.2%09
AAPL
APPLE INC
$41M124K2.1%10
DFLV
DIMENSIONAL ETF TRUST
$39M970K2.0%

Filing history

2026Q3Sep 30
$2.0B▲ 1.2%
330 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 67