StockDriftsStockDriftsTop 50 McKinley Carter Wealth Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 7.75% | 3.64M | $150.0M | +4.38%(+152.72K) | $38.28(+13.24%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.64% | 171.8K | $128.7M | +2.48%(+4.16K) | $385.03(+102.30%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.75% | 2.45M | $111.3M | +7.81%(+177.22K) | $45.62(-1.63%) | 2026-06-30 | |
| IWB | ISHARES TR | 5.27% | 249.4K | $102.1M | +0.86%(+2.13K) | $191.13(+122.26%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.77% | 2.30M | $92.5M | +5.53%(+120.58K) | $33.12(+18.84%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.33% | 652.2K | $64.6M | +5.15%(+31.92K) | $109.24(-10.83%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 2.29% | 519.6K | $44.4M | -1.89%(-9.99K) | $60.58(+45.49%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.96% | 531.8K | $37.9M | +1.15%(+6.07K) | $49.19(+50.45%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.91% | 162.6K | $36.9M | +1.42%(+2.27K) | $160.30(+47.92%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.84% | 368.5K | $35.6M | -2.18%(-8.22K) | $70.55(+43.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.14% | +44.81% | +5.70% | +31.91% |
| Top 20 Holdings Unweighted | +13.61% | +46.63% | +6.09% | +34.36% |
McKinley Carter Wealth Services, Inc. reports $1.94B in US-listed equity holdings across 317 positions in its most recent 13F filing. Its largest disclosed positions are DFAI (7.8%), IVV (6.6%) and FBND (5.8%). The top 20 holdings account for 54.62% of reported assets. Its disclosed equity book has returned +44.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from McKinley Carter Wealth Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1484265). View McKinley Carter Wealth Services, Inc.’s 13F filings on SEC