Mckinley Carter Wealth Services
$1.7B Assets Reported
326 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 3,484,718 | $136M | 7.8% |
| IVV | ISHARES TR | 167,634 | $109M | 6.3% |
| FBND | FIDELITY MERRIMACK STR TR | 2,269,756 | $104M | 6.0% |
| IWB | ISHARES TR | 247,303 | $88M | 5.1% |
| DFAE | DIMENSIONAL ETF TRUST | 2,179,072 | $74M | 4.3% |
| AGG | ISHARES TR | 620,277 | $62M | 3.5% |
| VXUS | VANGUARD STAR FDS | 529,601 | $41M | 2.4% |
| IEFA | ISHARES TR | 376,669 | $34M | 2.0% |
| IVE | ISHARES TR | 160,281 | $34M | 2.0% |
| VEA | VANGUARD TAX-MANAGED FDS | 525,701 | $34M | 1.9% |
Track Mckinley Carter Wealth Services's 13F portfolio: $1.7B in reported holdings, 326 positions. Top holdings, AUM, and quarterly changes on SentiSense.