Institutions / McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc.
CIK 1484265 · Institution · as of Dec 31, 2025
Portfolio value
$1.79B
Positions
319
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 319 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Star Fds | $103.97M | 5.8% |
| iShares Tr | $99.30M | 5.5% |
| Fidelity Merrimack Str Tr | $98.54M | 5.5% |
| iShares Tr | $94.37M | 5.3% |
| iShares Tr | $60.03M | 3.4% |
| iShares Tr | $57.90M | 3.2% |
| Vanguard Tax-Managed Fds | $52.38M | 2.9% |
| iShares Tr | $38.31M | 2.1% |
| Vanguard Intl Equity Index F | $36.20M | 2.0% |
| Apple Inc. | $35.52M | 2.0% |
| iShares MSCI UAE ETF | $31.94M | 1.8% |
| Dimensional ETF Trust | $31.44M | 1.8% |
| Broadcom Inc. | $27.55M | 1.5% |
| iShares Tr | $26.07M | 1.5% |
| iShares Tr | $23.63M | 1.3% |
| Select Sector SPDR Tr | $23.17M | 1.3% |
| Alphabet Inc. | $22.98M | 1.3% |
| iShares Inc | $22.11M | 1.2% |
| iShares Tr | $22.06M | 1.2% |
| iShares Inc | $21.75M | 1.2% |
| Microsoft Corp | $20.97M | 1.2% |
| Schwab Strategic Tr | $20.13M | 1.1% |
| Select Sector SPDR Tr | $19.32M | 1.1% |
| iShares Tr | $19.28M | 1.1% |
| Select Sector SPDR Tr | $18.76M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.