§ 13F · FUND PROFILE
McKinley Carter Wealth Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.9B (13F)Positions · 319Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 3.48M | $136M | 7.8% | +322% |
| 2 | IVV | ISHARES TR | 168K | $109M | 6.3% | +16% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 2.27M | $104M | 6.0% | +6% |
| 4 | IWB | ISHARES TR | 247K | $88M | 5.1% | −2% |
| 5 | DFAE | DIMENSIONAL ETF TRUST | 2.18M | $74M | 4.3% | +316% |
| 6 | AGG | ISHARES TR | 620K | $62M | 3.5% | +3% |
| 7 | VXUS | VANGUARD STAR FDS | 530K | $41M | 2.4% | −62% |
| 8 | IEFA | ISHARES TR | 377K | $34M | 2.0% | −42% |
| 9 | IVE | ISHARES TR | 160K | $34M | 2.0% | +30% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 526K | $34M | 1.9% | −37% |
§ 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 319 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed