McKinley Carter Wealth Services, Inc.
CIK 1484265
13F filing for Q2 2026・No. 1,674
- Holdings
- US$1.94B
- Quarter change
- +US$205.26M
- Entries
- 322
- Net bought (estimate)
- +US$39.07M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 6
- Cut 120
- Added 114
- Corporate actions 0
- Unchanged 60
Largest holdings
317 stocks worth US$1.94B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 3,637,438 | US$150.04M | 7.75% |
| IVVISHARES TRCORE S&P500 ETF | Added | 171,795 | US$128.66M | 6.64% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 2,446,971 | US$111.31M | 5.75% |
| IWBISHARES TRRUS 1000 ETF | Added | 249,432 | US$102.14M | 5.27% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 2,299,652 | US$92.47M | 4.77% |
| ISHARES TRCORE US AGGBD ET | Added | 652,197 | US$64.55M | 3.33% |
| VANGUARD STAR FDSVG TL INTL STK F | Cut | 519,610 | US$44.42M | 2.29% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 531,768 | US$37.89M | 1.96% |
| ISHARES TRS&P 500 VAL ETF | Added | 162,551 | US$36.91M | 1.91% |
| ISHARES TRCORE MSCI EAFE | Cut | 368,453 | US$35.59M | 1.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.