§ 13F · FUND PROFILE
McKinley Carter Wealth Services, Inc..
AUM · $1.9B (13F)Positions · 322Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 3.64M | $150M | 7.7% | +4% |
| 2 | IVV | ISHARES TR | 172K | $129M | 6.6% | +2% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 2.45M | $111M | 5.7% | +8% |
| 4 | IWB | ISHARES TR | 249K | $102M | 5.3% | +1% |
| 5 | DFAE | DIMENSIONAL ETF TRUST | 2.30M | $92M | 4.8% | +6% |
| 6 | AGG | ISHARES TR | 652K | $65M | 3.3% | +5% |
| 7 | VXUS | VANGUARD STAR FDS | 520K | $44M | 2.3% | −2% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 532K | $38M | 2.0% | +1% |
| 9 | IVE | ISHARES TR | 163K | $37M | 1.9% | +1% |
| 10 | IEFA | ISHARES TR | 368K | $36M | 1.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCKINLEY SIGNAL
AC read
McKinley Carter Wealth Services, Inc. is a Other fund managing $1.9 billion in assets. The fund runs a broad portfolio of 322 positions.
Read the full dossier →