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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) |
|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 | — | 11,259 shares | $689,164 |
| RTX CORPORATION | COM | 75513E101 | — | 3,697 shares | $686,349 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 5,766 shares | $684,035 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | 46137V316 | — | 18,183 shares | $675,863 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 1,185 shares | $674,112 |
| NETFLIX INC. | COM | 64110L106 | — | 9,670 shares | $672,839 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 12,961 shares | $664,007 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 25,377 shares | $644,315 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F516 | — | 13,861 shares | $638,972 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F623 | — | 11,115 shares | $628,776 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 2,699 shares | $624,144 |
| KLA CORP | COM NEW | 482480100 | — | 3,180 shares | $619,878 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U661 | — | 13,889 shares | $618,962 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | — | 2,138 shares | $616,707 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 46137V365 | — | 5,694 shares | $611,921 |
| INTEL CORP | COM | 458140100 | — | 5,058 shares | $608,124 |
| CISCO SYS INC | COM | 17275R102 | — | 5,543 shares | $596,577 |
| INTUIT | COM | 461202103 | — | 2,148 shares | $592,137 |
| ISHARES TR | FUTU EXPO TE ETF | 46434V381 | — | 7,071 shares | $589,722 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 2,779 shares | $582,062 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST DEEP ETF | 33740U703 | — | 18,720 shares | $568,527 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 4,603 shares | $566,484 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | — | 1,630 shares | $560,720 |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | 46138E214 | — | 12,870 shares | $555,084 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 3,285 shares | $548,486 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 14,836 shares | $540,790 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | 33740U588 | — | 15,098 shares | $534,695 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 8,414 shares | $530,396 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F615 | — | 11,500 shares | $525,780 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 1,561 shares | $515,419 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 5,072 shares | $512,811 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 | — | 10,425 shares | $508,526 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 | — | 3,818 shares | $502,106 |
| CORTEVA INC | COM | 22052L104 | — | 6,376 shares | $495,073 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,209 shares | $485,806 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U406 | — | 9,800 shares | $476,191 |
| AT&T INC | COM | 00206R102 | — | 18,935 shares | $462,007 |
| DTE ENERGY CO | COM | 233331107 | — | 3,737 shares | $455,167 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 1,928 shares | $439,692 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 3,830 shares | $436,657 |
| NVIDIA CORPORATION | COM | 67066G104 | PUT | 1,900 principal | $433,922 |
| FORD MTR CO | COM | 345370860 | — | 35,818 shares | $431,962 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 2,845 shares | $424,048 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 2,617 shares | $420,706 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | — | 2,835 shares | $420,204 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | 33740F771 | — | 8,047 shares | $415,306 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,161 shares | $412,314 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | — | 5,500 shares | $405,900 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 1,329 shares | $391,936 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,619 shares | $390,674 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 1,090 shares | $388,701 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 8,375 shares | $387,665 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 4,192 shares | $385,874 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 | — | 2,652 shares | $381,915 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 8,186 shares | $379,749 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | — | 13,355 shares | $371,389 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 2,438 shares | $357,074 |
| ELI LILLY & CO | COM | 532457108 | PUT | 300 principal | $347,124 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 767 shares | $346,669 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 | — | 2,688 shares | $343,910 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | — | 2,624 shares | $341,366 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 3,221 shares | $336,730 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 1,797 shares | $336,129 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 6,448 shares | $335,276 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,013 shares | $327,473 |
| SOUTHERN CO | COM | 842587107 | — | 3,935 shares | $326,179 |
| AMGEN INC | COM | 031162100 | — | 767 shares | $323,096 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,193 shares | $315,847 |
| IDACORP INC | COM | 451107106 | — | 2,416 shares | $315,844 |
| NISOURCE INC | COM | 65473P105 | — | 8,015 shares | $312,585 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 3,812 shares | $311,327 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 1,788 shares | $307,761 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 3,043 shares | $296,510 |
| FLEXSHARES TR | NRTRN TR MRN GBL | 33939L407 | — | 5,498 shares | $289,965 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740F854 | — | 6,080 shares | $289,103 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 5,083 shares | $288,003 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 1,711 shares | $284,506 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 1,867 shares | $283,000 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | PUT | 3,600 principal | $282,312 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 1,835 shares | $279,049 |
| GLOBAL PMTS INC | COM | 37940X102 | PUT | 3,400 principal | $277,678 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | PUT | 300 principal | $273,102 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 2,007 shares | $269,521 |
| TARGET CORP | COM | 87612E106 | — | 1,720 shares | $269,462 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 757 shares | $266,184 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 4,901 shares | $265,138 |
| BLACKROCK INC | COM | 09290D101 | — | 249 shares | $263,515 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 5,142 shares | $261,156 |
| MARATHON PETE CORP | COM | 56585A102 | — | 660 shares | $260,926 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 4,091 shares | $258,961 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD ETF | 33740U752 | — | 6,313 shares | $255,803 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 3,041 shares | $255,660 |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | — | 3,511 shares | $255,531 |
| FIRST COMWLTH FINL CORP PA | COM | 319829107 | — | 12,527 shares | $253,422 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 8,020 shares | $250,936 |
| DANAHER CORP DEL | COM | 235851102 | — | 1,116 shares | $247,205 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 1,575 shares | $245,185 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 2,866 shares | $244,539 |
| WISDOMTREE TR | US MIDCAP FUND | 97717W570 | — | 3,410 shares | $244,293 |
| PIMCO EQUITY SER | RAFI DYN ML US | 72202L363 | — | 3,756 shares | $243,427 |