McKinley Carter Wealth Services, Inc. — 13F holdings

McKinley Carter Wealth Services, Inc. reported 330 holdings worth $1.96B in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. DFAI DIMENSIONAL ETF TRUST — $156M (7.9%)
  2. IVV ISHARES TR — $134M (6.8%)
  3. FBND FIDELITY MERRIMACK STR TR — $109M (5.6%)
  4. DFAE DIMENSIONAL ETF TRUST — $91.6M (4.7%)
  5. IWB ISHARES TR — $67.4M (3.4%)
  6. AGG ISHARES TR — $62.2M (3.2%)
  7. IWL ISHARES TR — $47.8M (2.4%)
  8. VXUS VANGUARD STAR FDS — $43.1M (2.2%)
  9. AAPL APPLE INC — $41.3M (2.1%)
  10. DFLV DIMENSIONAL ETF TRUST — $39.0M (2.0%)