Mckinley Carter Wealth Services
$1.9B 13F equity value
324 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mckinley Carter Wealth Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 3,637,438 | $150M | 7.7% |
| IVV | ISHARES TR | 171,795 | $129M | 6.6% |
| FBND | FIDELITY MERRIMACK STR TR | 2,446,971 | $111M | 5.7% |
| IWB | ISHARES TR | 249,432 | $102M | 5.3% |
| DFAE | DIMENSIONAL ETF TRUST | 2,299,652 | $92M | 4.8% |
| AGG | ISHARES TR | 652,197 | $65M | 3.3% |
| VXUS | VANGUARD STAR FDS | 519,610 | $44M | 2.3% |
| VEA | VANGUARD TAX-MANAGED FDS | 531,768 | $38M | 2.0% |
| IVE | ISHARES TR | 162,551 | $37M | 1.9% |
| IEFA | ISHARES TR | 368,453 | $36M | 1.8% |
Track Mckinley Carter Wealth Services's 13F portfolio: $1.9B in reported holdings, 324 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}