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McKinley Carter Wealth Services, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,964,320,443
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $155,556,617
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $133,568,876
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $109,279,679
- DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG · 25434V302 · shares: $91,605,142
- ISHARES TR · RUS 1000 ETF · 464287622 · shares: $67,403,044
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $62,178,915
- ISHARES TR · RUS TOP 200 ETF · 464289446 · shares: $47,780,902
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $43,127,962
- APPLE INC · COM · 037833100 · shares: $39,098,757
- DIMENSIONAL ETF TRUST · US LARG VALU ETF · 25434V666 · shares: $38,955,155
Reported holdings
330 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 580135101 | — | 13,076 shares | $3,019,820 |
| LOWES COS INC | COM | 548661107 | — | 15,621 shares | $2,878,769 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 26,934 shares | $2,874,135 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 32,005 shares | $2,872,738 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 20,837 shares | $2,868,790 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 18,576 shares | $2,802,376 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 49,963 shares | $2,790,938 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 12,033 shares | $2,779,984 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 12,403 shares | $2,756,394 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 41,351 shares | $2,653,112 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 10,058 shares | $2,587,742 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 37,393 shares | $2,496,334 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 15,713 shares | $2,494,727 |
| STARBUCKS CORP | COM | 855244109 | — | 26,062 shares | $2,448,743 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,181 shares | $2,425,747 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 30,637 shares | $2,309,691 |
| ECOLAB INC | COM | 278865100 | — | 8,353 shares | $2,293,444 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 10,245 shares | $2,213,785 |
| APPLE INC | COM | 037833100 | PUT | 6,600 principal | $2,197,932 |
| WELLS FARGO & CO | COM | 949746101 | — | 27,184 shares | $2,176,101 |
| CITY HLDG CO | COM | 177835105 | — | 15,308 shares | $2,129,648 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 31,864 shares | $2,058,096 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 11,186 shares | $2,051,130 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 3,107 shares | $2,040,398 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 44,227 shares | $2,001,293 |
| HOME DEPOT INC | COM | 437076102 | — | 6,933 shares | $1,972,402 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 53,013 shares | $1,958,837 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 | — | 34,899 shares | $1,955,391 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 54,253 shares | $1,949,296 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 37,374 shares | $1,934,474 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 19,504 shares | $1,927,536 |
| VISA INC | COM CL A | 92826C839 | — | 5,272 shares | $1,894,388 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 32,138 shares | $1,858,194 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | — | 31,211 shares | $1,726,278 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F664 | — | 31,786 shares | $1,719,038 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 4,779 shares | $1,705,626 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 7,664 shares | $1,703,467 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 8,059 shares | $1,676,463 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 | — | 5,028 shares | $1,657,883 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 | — | 26,915 shares | $1,646,830 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 75,022 shares | $1,640,727 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F599 | — | 30,196 shares | $1,617,905 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 12,648 shares | $1,589,426 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | — | 33,881 shares | $1,589,358 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 11,302 shares | $1,528,781 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 | — | 26,376 shares | $1,506,861 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 4,654 shares | $1,476,856 |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 46138G631 | — | 33,444 shares | $1,466,504 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 | — | 31,590 shares | $1,451,240 |
| PROGRESSIVE CORP | COM | 743315103 | — | 6,770 shares | $1,403,541 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTL ETF | 33740F169 | — | 58,133 shares | $1,379,497 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 14,603 shares | $1,378,853 |
| T-MOBILE US INC | COM | 872590104 | — | 8,443 shares | $1,376,809 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | — | 23,895 shares | $1,370,857 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 3,527 shares | $1,319,761 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 24,153 shares | $1,308,126 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 8,135 shares | $1,304,285 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 16,626 shares | $1,303,784 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,660 shares | $1,247,109 |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 33733E203 | — | 4,579 shares | $1,246,672 |
| ACUITY INC | COM | 00508Y102 | — | 3,952 shares | $1,224,521 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 55,924 shares | $1,216,916 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F839 | — | 22,535 shares | $1,187,428 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 5,421 shares | $1,182,917 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740F672 | — | 24,416 shares | $1,173,072 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U885 | — | 24,140 shares | $1,155,099 |
| ISHARES TR | RUS TP200 VL ETF | 464289420 | — | 10,330 shares | $1,131,445 |
| ISHARES U S ETF TR | SHOR MAT MUN ETF | 46431W838 | — | 22,797 shares | $1,131,400 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 10,321 shares | $1,121,893 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 | — | 7,185 shares | $1,110,983 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,137 shares | $1,064,120 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 7,452 shares | $1,060,093 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 1,483 shares | $1,001,164 |
| BLACKROCK ETF TRUST II | ISH HIG MUN ETF | 092528843 | — | 21,255 shares | $970,924 |
| WALMART INC | COM | 931142103 | — | 9,231 shares | $959,238 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 11,658 shares | $939,597 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 18,061 shares | $906,843 |
| COCA COLA CO | COM | 191216100 | — | 10,522 shares | $905,719 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 2,876 shares | $888,806 |
| TESLA INC | COM | 88160R101 | — | 2,488 shares | $882,768 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 13,143 shares | $877,821 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 17,827 shares | $877,084 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 | — | 15,021 shares | $865,360 |
| ORACLE CORP | COM | 68389X105 | — | 6,204 shares | $851,826 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F680 | — | 16,934 shares | $827,565 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 2,171 shares | $826,804 |
| ISHARES TR | GLB CNSM STP ETF | 464288737 | — | 12,598 shares | $824,288 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 4,097 shares | $811,206 |
| PACKAGING CORP AMER | COM | 695156109 | — | 3,477 shares | $797,138 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | — | 6,452 shares | $785,596 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 21,858 shares | $780,756 |
| MVB FINL CORP | COM | 553810102 | — | 25,877 shares | $751,986 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $747,005 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 12,243 shares | $726,160 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 23,817 shares | $714,502 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 14,898 shares | $703,931 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 | — | 11,800 shares | $703,044 |
| BROADCOM INC | COM | 11135F101 | PUT | 2,000 principal | $702,380 |
| CSX CORP | COM | 126408103 | — | 14,973 shares | $696,416 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | — | 11,029 shares | $690,367 |