§ 13F · FUND PROFILE
McKinley Carter Wealth Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1801.8T (13F)Positions · 308Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$72.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | 1.38M | $104.0T | 5.8% | −20% |
| 2 | IVV | ISHARES TR | 145K | $99.3T | 5.5% | −13% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 2.14M | $98.5T | 5.5% | +1% |
| 4 | IWB | ISHARES TR | 253K | $94.4T | 5.3% | −16% |
| 5 | AGG | ISHARES TR | 601K | $60.0T | 3.4% | −7% |
| 6 | IEFA | ISHARES TR | 647K | $57.9T | 3.2% | −24% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 839K | $52.4T | 2.9% | −14% |
| 8 | ILCG | ISHARES TR | 368K | $38.3T | 2.1% | −17% |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | 257K | $36.2T | 2.0% | — |
| 10 | AAPL | APPLE INC | 131K | $35.5T | 2.0% | −5% |
§ 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 $1801827.6 trillion in assets. The fund runs a broad portfolio of 308 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed