McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. reported 322 positions worth $1.94B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: DFAI (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAI | SH | $150.0M | 7.73% | 3,637,438 | — | — | |
| ▸ 2 | IVV | SH | $128.7M | 6.63% | 171,795 | — | — | |
| ▸ 3 | FBND | SH | $111.3M | 5.74% | 2,446,971 | — | — | |
| ▸ 4 | IWB | SH | $102.1M | 5.26% | 249,432 | — | — | |
| ▸ 5 | DFAE | SH | $92.5M | 4.77% | 2,299,652 | — | — | |
| ▸ 6 | AGG | SH | $64.6M | 3.33% | 652,197 | — | — | |
| ▸ 7 | VXUS | SH | $44.4M | 2.29% | 519,610 | — | — | |
| ▸ 8 | VEA | SH | $37.9M | 1.95% | 531,768 | — | — | |
| ▸ 9 | IVE | SH | $36.9M | 1.90% | 162,551 | — | — | |
| ▸ 10 | IEFA | SH | $35.6M | 1.83% | 368,453 | — | — |
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Frequently Asked Questions
What stocks does McKinley Carter Wealth Services, Inc. hold as of Q2 2026?
McKinley Carter Wealth Services, Inc. reported 322 positions worth $1.94B in its Q2 2026 13F filing. Largest positions: DFAI (7.7%), IVV (6.6%), FBND (5.7%), IWB (5.3%) and DFAE (4.8%).
What did McKinley Carter Wealth Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did McKinley Carter Wealth Services, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.