Mckinley Carter Wealth Services, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.73B
Q ending 2026-03-31
Prior quarter
$1.79B
Q ending 2025-12-31
Change
-3.1% QoQ · +6.6% YoY
Positions
305
reported holdings
Largest positions
Top 100 of 305 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAI | Shares | $135.8M | 3.5M |
| Ishares Tr | IVV | Shares | $109.5M | 168K |
| Fidelity Merrimack Str Tr | FBND | Shares | $103.5M | 2.3M |
| Ishares Tr | IWB | Shares | $88.2M | 247K |
| Dimensional Etf Trust | DFAE | Shares | $73.8M | 2.2M |
| Ishares Tr | AGG | Shares | $61.6M | 620K |
| Vanguard Star Fds | VXUS | Shares | $40.8M | 530K |
| Ishares Tr | IEFA | Shares | $34.1M | 377K |
| Ishares Tr | IVE | Shares | $33.8M | 160K |
| Vanguard Tax-Managed Fds | VEA | Shares | $33.7M | 526K |
| Apple Inc | AAPL | Shares | $30.7M | 121K |
| Ishares Tr | ILCG | Shares | $25.9M | 271K |
| Broadcom Inc | AVGO | Shares | $24.8M | 80K |
| Blackrock Etf Trust | DYNF | Shares | $22.7M | 390K |
| Ishares Tr | IWF | Shares | $21.0M | 49K |
| Ishares Tr | USIG | Shares | $18.4M | 358K |
| Alphabet Inc | GOOGL | Shares | $18.0M | 63K |
| Ishares Tr | IXUS | Shares | $17.3M | 200K |
| Ishares Tr | MBB | Shares | $16.7M | 176K |
| Ishares Tr | IJR | Shares | $15.8M | 127K |
| Costco Wholesale Corporation | COST | Shares | $15.0M | 15K |
| Microsoft Corp | MSFT | Shares | $14.9M | 40K |
| Ishares Tr | IJH | Shares | $14.5M | 215K |
| Nvidia Corporation | NVDA | Shares | $13.5M | 77K |
| Ishares Tr | TLH | Shares | $13.2M | 131K |
| Tjx Cos Inc New | TJX | Shares | $13.1M | 82K |
| First Tr Exchange-Traded Fd | GRID | Shares | $13.0M | 79K |
| Ishares Inc | IEMG | Shares | $13.0M | 186K |
| Select Sector Spdr Tr | XLK | Shares | $12.1M | 91K |
| Mckesson Corp | MCK | Shares | $11.8M | 14K |
| Oreilly Automotive Inc | ORLY | Shares | $11.4M | 124K |
| Ishares Tr | GOVT | Shares | $11.2M | 490K |
| Dimensional Etf Trust | DFLV | Shares | $11.2M | 313K |
| Vanguard Bd Index Fds | BND | Shares | $11.1M | 151K |
| Ishares Tr | IEI | Shares | $11.0M | 93K |
| Vanguard Intl Equity Index F | VT | Shares | $11.0M | 80K |
| Blackrock Etf Trust | THRO | Shares | $10.9M | 300K |
| Caci Intl Inc | CACI | Shares | $10.7M | 20K |
| Quanta Svcs Inc | PWR | Shares | $10.4M | 19K |
| Waste Mgmt Inc Del | WM | Shares | $10.4M | 45K |
| Linde Plc | Shares | $9.9M | 20K | |
| Amazon Com Inc | AMZN | Shares | $9.8M | 47K |
| Ishares Inc | EMXC | Shares | $9.8M | 124K |
| Mastercard Incorporated | MA | Shares | $9.7M | 19K |
| Schwab Strategic Tr | FNDF | Shares | $9.7M | 199K |
| Ishares Tr | SHY | Shares | $9.6M | 116K |
| Hubbell Inc | HUBB | Shares | $9.5M | 19K |
| Vanguard Index Fds | VOO | Shares | $9.4M | 16K |
| Ishares Tr | IWL | Shares | $9.3M | 58K |
| Dimensional Etf Trust | DFAT | Shares | $9.2M | 147K |
| Netflix Inc. | NFLX | Shares | $8.8M | 91K |
| Ishares Tr | OEF | Shares | $8.6M | 27K |
| Select Sector Spdr Tr | XLF | Shares | $8.6M | 174K |
| Home Depot Inc | HD | Shares | $8.5M | 26K |
| Jacobs Solutions Inc | J | Shares | $8.3M | 66K |
| Select Sector Spdr Tr | XLV | Shares | $8.0M | 55K |
| Columbia Etf Tr Ii | XCEM | Shares | $7.9M | 195K |
| General Dynamics Corp | GD | Shares | $7.8M | 23K |
| Vanguard Index Fds | VUG | Shares | $7.8M | 18K |
| Meta Platforms Inc | META | Shares | $7.8M | 14K |
| Ralph Lauren Corp | RL | Shares | $7.4M | 21K |
| Intuit | INTU | Shares | $7.3M | 17K |
| Vanguard Whitehall Fds | VYMI | Shares | $7.1M | 75K |
| Acuity Inc | AYI | Shares | $7.0M | 25K |
| Caterpillar Inc | CAT | Shares | $6.8M | 10K |
| Schwab Strategic Tr | SCHF | Shares | $6.8M | 273K |
| Jpmorgan Chase & Co | JPM | Shares | $6.7M | 23K |
| Amphenol Corp | APH | Shares | $6.5M | 51K |
| Pepsico Inc | PEP | Shares | $6.3M | 41K |
| Gallagher Arthur J & Co | AJG | Shares | $6.2M | 29K |
| Ishares Tr | IWM | Shares | $6.0M | 24K |
| Global X Fds | AIQ | Shares | $5.9M | 127K |
| Eli Lilly & Co | LLY | Shares | $5.9M | 6K |
| Invesco Qqq Tr | QQQ | Shares | $5.9M | 10K |
| Ishares Tr | ISCG | Shares | $5.8M | 105K |
| Ishares Tr | ESGU | Shares | $5.6M | 40K |
| Vanguard Index Fds | VB | Shares | $5.4M | 21K |
| Vanguard Intl Equity Index F | VEU | Shares | $5.3M | 71K |
| Chevron Corporation | CVX | Shares | $5.1M | 25K |
| Ishares Tr | EFA | Shares | $5.1M | 52K |
| Abbvie Inc | ABBV | Shares | $5.0M | 23K |
| Intercontinental Exchange In | ICE | Shares | $4.9M | 31K |
| Lockheed Martin Corp | LMT | Shares | $4.5M | 7K |
| Pimco Etf Tr | MUNI | Shares | $4.3M | 82K |
| Bank New York Mellon Corp | BNY | Shares | $4.2M | 35K |
| Johnson & Johnson | JNJ | Shares | $4.2M | 17K |
| Procter & Gamble Co | PG | Shares | $4.2M | 29K |
| Select Sector Spdr Tr | XLE | Shares | $4.1M | 67K |
| Ww Grainger Inc | GWW | Shares | $4.0M | 4K |
| Mcdonalds Corp | MCD | Shares | $3.9M | 13K |
| Ishares Tr | IWD | Shares | $3.8M | 18K |
| Ishares Tr | ACWI | Shares | $3.7M | 27K |
| Nextera Energy Inc | NEE | Shares | $3.6M | 39K |
| Lowes Cos Inc | LOW | Shares | $3.5M | 15K |
| Ishares Tr | EFG | Shares | $3.5M | 31K |
| Morgan Stanley | MS | Shares | $3.4M | 20K |
| Blackrock Etf Trust Ii | INMU | Shares | $3.4M | 140K |
| Ishares Tr | IGRO | Shares | $3.2M | 39K |
| Ishares Tr | IJS | Shares | $3.2M | 27K |
| Vanguard Index Fds | VBK | Shares | $3.2M | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.