McKinley Carter Wealth Services, Inc.
CIK 0001484265 · WHEELING, WV · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.94B
2026 Q2
Positions
322
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAI
DIMENSIONAL ETF TRUST
7.7%
IVV
ISHARES TR
6.6%
FBND
FIDELITY MERRIMACK STR TR
5.7%
IWB
ISHARES TR
5.3%
DFAE
DIMENSIONAL ETF TRUST
4.8%
AGG
ISHARES TR
3.3%
VXUS
VANGUARD STAR FDS
2.3%
VEA
VANGUARD TAX-MANAGED FDS
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.