Institutional Manager · CIK 0001484265
McKinley Carter Wealth Services, Inc.
WHEELING, WV · File #028-13853
Latest AUM
$1.79B
Positions
322
Top-10 Concentration
51.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025322 pos · $1.79B
- 13F HOLDINGS REPORTQ/E Sep 2025319 pos · $1.91B
- 13F HOLDINGS REPORTQ/E Jun 2025308 pos · $1.80B
- 13F HOLDINGS REPORTQ/E Mar 2025303 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Dec 2024291 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Sep 2024319 pos · $1.66B
- 13F HOLDINGS REPORTQ/E Jun 2024299 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Mar 2024299 pos · $1.50B
- 13F HOLDINGS REPORTQ/E Dec 2023295 pos · $1.26B
- 13F HOLDINGS REPORTQ/E Sep 2023296 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Jun 2023295 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Mar 2023288 pos · $1.18B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 921909768 | 1,378,198 | $104.0M | 7.84% |
| 2 | ISHARES TR | 464287200 | 144,978 | $99.3M | 7.49% |
| 3 | FIDELITY MERRIMACK STR TR | 316188309 | 2,140,215 | $98.5M | 7.43% |
| 4 | ISHARES TR | 464287622 | 252,707 | $94.4M | 7.12% |
| 5 | ISHARES TR | 464287226 | 601,017 | $60.0M | 4.53% |
| 6 | ISHARES TR | 46432F842 | 647,233 | $57.9M | 4.37% |
| 7 | VANGUARD TAX-MANAGED FDS | 921943858 | 838,536 | $52.4M | 3.95% |
| 8 | ISHARES TR | 464287119 | 368,249 | $38.3M | 2.89% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042742 | 256,517 | $36.2M | 2.73% |
| 10 | APPLE INC | AAPL | 130,670 | $35.5M | 2.68% |
| 11 | ISHARES TR | 46429B267 | 1,387,013 | $31.9M | 2.41% |
| 12 | DIMENSIONAL ETF TRUST | 25434V203 | 824,882 | $31.4M | 2.37% |
| 13 | BROADCOM INC | AVGO | 79,606 | $27.6M | 2.08% |
| 14 | ISHARES TR | 464287408 | 122,922 | $26.1M | 1.97% |
| 15 | ISHARES TR | 464287614 | 49,928 | $23.6M | 1.78% |
| 16 | SELECT SECTOR SPDR TR | 81369Y803 | 160,963 | $23.2M | 1.75% |
| 17 | ALPHABET INC | GOOG | 73,432 | $23.0M | 1.73% |
| 18 | ISHARES INC | 46434G103 | 328,977 | $22.1M | 1.67% |
| 19 | ISHARES TR | 464289446 | 129,261 | $22.1M | 1.66% |
| 20 | ISHARES INC | 46434G764 | 299,207 | $21.7M | 1.64% |