McKinley Carter Wealth Services, Inc.
CIK: 0001484265Latest portfolio: $1.8B · Q4 2025
Holdings
319
Total Value
$1.8B
New Positions
316
Closed Positions
0
Top Holdings
View All 319 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VXUSVANGUARD STAR FDS | 1,378,198 | $104.0M | 5.81% | NEW | |
| 2 | IVVISHARES TR | 144,978 | $99.3M | 5.55% | NEW | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 2,140,215 | $98.5M | 5.50% | NEW | |
| 4 | IWBISHARES TR | 252,707 | $94.4M | 5.27% | NEW | |
| 5 | AGGISHARES TR | 601,023 | $60.0M | 3.35% | NEW | |
| 6 | AQLTISHARES TR | 647,233 | $57.9M | 3.23% | NEW | |
| 7 | VEAVANGUARD TAX-MANAGED FDS | 838,536 | $52.4M | 2.93% | NEW | |
| 8 | ILCGISHARES TR | 368,249 | $38.3M | 2.14% | NEW | |
| 9 | VTVANGUARD INTL EQUITY INDEX F | 256,654 | $36.2M | 2.02% | NEW | |
| 10 | AAPLAPPLE INC | 133,070 | $36.2M | 2.02% | NEW | Put |
| 11 | AQLTISHARES TR | 1,387,013 | $31.9M | 1.78% | NEW | |
| 12 | DFAIDIMENSIONAL ETF TRUST | 824,882 | $31.4M | 1.76% | NEW | |
| 13 | AVGOBROADCOM INC | 79,606 | $27.6M | 1.54% | NEW | |
| 14 | IVEISHARES TR | 122,922 | $26.1M | 1.46% | NEW | |
| 15 | IWFISHARES TR | 49,928 | $23.6M | 1.32% | NEW | |
| 16 | XLKSELECT SECTOR SPDR TR | 160,963 | $23.2M | 1.29% | NEW | |
| 17 | GOOGLALPHABET INC | 73,432 | $23.0M | 1.28% | NEW | |
| 18 | IEMGISHARES INC | 328,977 | $22.1M | 1.24% | NEW | |
| 19 | AQLTISHARES TR | 129,261 | $22.1M | 1.23% | NEW | |
| 20 | EMXCISHARES INC | 299,207 | $21.7M | 1.21% | NEW | |
| 21 | MSFTMICROSOFT CORP | 43,371 | $21.0M | 1.17% | NEW | |
| 22 | FNDFSCHWAB STRATEGIC TR | 445,359 | $20.1M | 1.12% | NEW | |
| 23 | XLVSELECT SECTOR SPDR TR | 124,830 | $19.3M | 1.08% | NEW | |
| 24 | IJHISHARES TR | 292,127 | $19.3M | 1.08% | NEW | |
| 25 | XLFSELECT SECTOR SPDR TR | 342,459 | $18.8M | 1.05% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.6176275512097417e+67T)
Healthcare0.0% ($1.1568774454933963e+59T)
Unknown0.0% ($5.790131935220551e+57T)
Industrials0.0% ($9.982916088228249e+54T)
Consumer Cyclical0.0% ($1.2890113741136397e+44T)
Communication Services0.0% ($2.2984104108933176e+22T)
Utilities0.0% ($31082454720585478144.0T)
Consumer Defensive0.0% ($143656154505218400.0T)
Basic Materials0.0% ($84731.7T)
Real Estate0.0% ($496.5T)
Energy0.0% ($38.5T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 6, 2026 | $1.8B | 322 |
| Q3 2025 | Nov 4, 2025 | $1.9T | 0 |
| Q2 2025 | Jul 24, 2025 | $1.8T | 308 |
| Q1 2025 | Apr 15, 2025 | $1.6T | 303 |
| Q4 2024 | Jan 23, 2025 | $1634.3T | 291 |
| Q3 2024 | Oct 16, 2024 | $1655.8T | 319 |
| Q2 2024 | Aug 9, 2024 | $1570.1T | 299 |
| Q1 2024 | Apr 26, 2024 | $1496.2T | 299 |
| Q4 2023 | Feb 7, 2024 | $1366.5T | 302 |
| Q1 2023 | Apr 25, 2023 | $1279.1T | 295 |
| Q4 2022 | Feb 8, 2023 | $1180.3T | 288 |
| Q3 2022 | Oct 24, 2022 | $1.1T | 282 |
| Q2 2022 | Jul 15, 2022 | $1.1T | 288 |
| Q1 2022 | Apr 27, 2022 | $1.3T | 289 |
| Q3 2021 | Nov 3, 2021 | $1.2T | 284 |
| Q2 2021 | Aug 12, 2021 | $1.2T | 284 |
| Q1 2021 | Apr 30, 2021 | $1.2T | 283 |
| Q1 2020 | May 1, 2020 | $334.4B | 133 |
| Q4 2019 | Jan 23, 2020 | $427.7B | 188 |
| Q1 2019 | May 8, 2019 | $356.3B | 149 |
| Q4 2018 | Feb 13, 2019 | $302.8B | 147 |
| Q3 2018 | Dec 7, 2018 | $310.6B | 157 |
| Q1 2018 | May 17, 2018 | $305.9B | 441 |
| Q4 2017 | Jan 31, 2018 | $290.8B | 153 |
| Q3 2017 | Oct 31, 2017 | $260.6B | 145 |
| Q2 2017 | Aug 8, 2017 | $226.1B | 130 |
| Q4 2016 | Feb 7, 2017 | $197.8B | 119 |
| Q2 2016 | Aug 1, 2016 | $192.2B | 125 |
| Q3 2015 | Nov 10, 2015 | $160.7B | 110 |
| Q1 2015 | May 6, 2015 | $155.1B | 108 |
| Q4 2014 | Feb 5, 2015 | $127.8B | 93 |
| Q3 2014 | Oct 22, 2014 | $105.4B | 92 |
| Q2 2014 | Aug 8, 2014 | $94.8B | 91 |
| Q1 2014 | May 2, 2014 | $91.8B | 93 |
| Q4 2013 | Jan 29, 2014 | $102.7B | 119 |
| Q3 2013 | Oct 30, 2013 | $82.5B | 94 |
| Q2 2013 | Jul 24, 2013 | $66.2B | 70 |
Fund Information
McKinley Carter Wealth Services, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.8B across 319 holdings. The largest position is VANGUARD STAR FDS (VXUS), representing 5.8% of the portfolio. Compared to the previous quarter, the fund opened 319 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.