McKinley Carter Wealth Services, Inc.
Q3 2026 13F filing
Updated 20 days ago330 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C DIMENSIONAL ETF TRUST | $155.5M | 3.75M | 7.92% | Added(+3.2%) |
| 2 | E ISHARES TR | $133.5M | 174.4K | 6.80% | Added(+1.5%) |
| 3 | F FIDELITY MERRIMACK STR TR | $109.3M | 2.52M | 5.56% | Added(+3.1%) |
| 4 | N DIMENSIONAL ETF TRUST | $91.6M | 2.33M | 4.66% | Added(+1.3%) |
| 5 | E ISHARES TR | $67.4M | 162.0K | 3.43% | Trimmed(-35.1%) |
| 6 | E ISHARES TR | $62.2M | 657.7K | 3.17% | Added(+0.8%) |
| 7 | ? N/A ISHARES TR | $47.8M | 251.3K | 2.43% | Added(+371.9%) |
| 8 | V VANGUARD STAR FDS | $43.1M | 507.6K | 2.20% | Trimmed(-2.3%) |
| 9 | A APPLE INC | $39.1M | 117.4K | 1.99% | Added(+1508.3%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $39M | 969.8K | 1.98% | Added(+186.4%) |
| 11 | V VANGUARD TAX-MANAGED FDS | $37.4M | 529.2K | 1.90% | Trimmed(-0.5%) |
| 12 | E ISHARES TR | $35.3M | 364.7K | 1.80% | Trimmed(-1.0%) |
| 13 | ? N/A ISHARES TR | $32.3M | 276.5K | 1.65% | Trimmed(-1.0%) |
| 14 | E BLACKROCK ETF TRUST | $29M | 418.1K | 1.47% | Added(+0.8%) |
| 15 | A BROADCOM INC | $26.7M | 76.1K | 1.36% | Trimmed(-1.6%) |
| 16 | G ALPHABET INC | $25.7M | 74.6K | 1.31% | Added(+1.1%) |
| 17 | E ISHARES TR | $24.1M | 192.1K | 1.23% | Trimmed(-2.5%) |
| 18 | N NVIDIA CORPORATION | $22.1M | 96.9K | 1.13% | Added(+4999.2%) |
| 19 | M MICROSOFT CORP | $21M | 40.9K | 1.07% | Trimmed(-1.1%) |
| 20 | E ISHARES TR | $19.4M | 398.5K | 0.99% | Trimmed(-0.2%) |
| 21 | E ISHARES TR | $18.5M | 206.3K | 0.94% | Trimmed(-1.2%) |
| 22 | V VANGUARD BD INDEX FDS | $18.2M | 259.7K | 0.93% | Added(+66.6%) |
| 23 | E ISHARES TR | $17.6M | 129.2K | 0.89% | Added(+1.4%) |
| 24 | E ISHARES TR | $17.5M | 184.4K | 0.89% | Trimmed(-2.5%) |
| 25 | S SELECT SECTOR SPDR TR | $17.4M | 89.1K | 0.89% | Trimmed(-0.8%) |
| 26 | P PIMCO ETF TR | $17.2M | 345.9K | 0.87% | Added(+324.9%) |
| 27 | F FIRST TR EXCHANGE-TRADED FD | $14.9M | 84.4K | 0.76% | Trimmed(-0.8%) |
| 28 | E ISHARES TR | $14.8M | 205.9K | 0.75% | Trimmed(-0.0%) |
| 29 | E ISHARES INC | $14.8M | 182.4K | 0.75% | Added(+0.1%) |
| 30 | L ELI LILLY & CO | $14.2M | 12.3K | 0.72% | Added(+6.3%) |
| 31 | V VANGUARD INTL EQUITY INDEX F | $14.1M | 89.1K | 0.72% | Trimmed(-0.6%) |
| 32 | E ISHARES TR | $14M | 152.1K | 0.71% | Trimmed(-8.7%) |
| 33 | E BLACKROCK ETF TRUST | $13.9M | 317.1K | 0.71% | Added(+0.8%) |
| 34 | C COSTCO WHOLESALE CORPORATION | $13.8M | 15.1K | 0.70% | Added(+4945.7%) |
| 35 | E ISHARES INC | $12.6M | 127.5K | 0.64% | Added(+2.3%) |
| 36 | E ISHARES TR | $12.5M | 54.8K | 0.64% | Trimmed(-66.3%) |
| 37 | E ISHARES TR | $12.4M | 109.4K | 0.63% | Trimmed(-8.1%) |
| 38 | B ISHARES TR | $12.2M | 150.8K | 0.62% | Trimmed(-3.0%) |
| 39 | C CACI INTL INC | $12.2M | 20.1K | 0.62% | Trimmed(-0.3%) |
| 40 | P QUANTA SVCS INC | $11.7M | 18.2K | 0.60% | Trimmed(-1.0%) |
| 41 | A AMAZON COM INC | $11.7M | 46.8K | 0.59% | Trimmed(-0.6%) |
| 42 | M MCKESSON CORP | $11.7M | 13.7K | 0.59% | Added(+0.2%) |
| 43 | T TJX COS INC NEW | $10.7M | 81.1K | 0.55% | Trimmed(-0.2%) |
| 44 | V VANGUARD INDEX FDS | $10.7M | 15.2K | 0.54% | Trimmed(-2.5%) |
| 45 | O OREILLY AUTOMOTIVE INC | $10.7M | 125.0K | 0.54% | Trimmed(-0.2%) |
| 46 | M MASTERCARD INCORPORATED | $10.6M | 19.3K | 0.54% | Added(+0.6%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $10.2M | 153.9K | 0.52% | Trimmed(-0.7%) |
| 48 | S SCHWAB STRATEGIC TR | $10.2M | 189.5K | 0.52% | Trimmed(-2.3%) |
| 49 | G COLUMBIA ETF TR II | $10.2M | 198.1K | 0.52% | Added(+0.3%) |
| 50 | M META PLATFORMS INC | $10M | 13.8K | 0.51% | Added(+0.9%) |