McKinley Carter Wealth Services, Inc.
CIK: 1484265SEC EDGAR →
Portfolio Value
$885.3B
Holdings
300
As of
Q1 2026
New Positions
300
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,484,718 | $135.8B | 15.34% |
| 2 | FIDELITY MERRIMACK STR TR | 2,269,756 | $103.5B | 11.70% |
| 3 | DIMENSIONAL ETF TRUST | 2,179,072 | $73.8B | 8.33% |
| 4 | ISHARES TR | 620,277 | $61.6B | 6.96% |
| 5 | VANGUARD STAR FDS | 529,601 | $40.8B | 4.61% |
| 6 | ISHARES TR | 376,669 | $34.1B | 3.85% |
| 7 | VANGUARD TAX-MANAGED FDS | 525,701 | $33.7B | 3.81% |
| 8 | ISHARES TR | 270,806 | $25.9B | 2.92% |
| 9 | BLACKROCK ETF TRUST | 389,812 | $22.7B | 2.56% |
| 10 | ISHARES TR | 358,233 | $18.4B | 2.07% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 188 | $795.0B | 89.8% |
| Unknown | 18 | $48.9B | 5.5% |
| Consumer Cyclical | 13 | $14.2B | 1.6% |
| Communication Services | 7 | $10.6B | 1.2% |
| Utilities | 9 | $7.2B | 0.8% |
| Technology | 17 | $4.0B | 0.5% |
| Consumer Defensive | 8 | $3.2B | 0.4% |
| Industrials | 18 | $1.2B | 0.1% |
| Basic Materials | 4 | $570.3M | 0.1% |
| Real Estate | 2 | $222.2M | 0.0% |
| Healthcare | 13 | $74.0M | 0.0% |
| Energy | 3 | $6.7M | 0.0% |