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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) |
|---|---|---|---|---|---|
| ISHARES TR | CORE 40 MODE ETF | 464289875 | — | 4,938 shares | $240,679 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 651 shares | $238,788 |
| BLACKSTONE INC | COM | 09260D107 | — | 2,049 shares | $229,641 |
| ANALOG DEVICES INC | COM | 032654105 | — | 575 shares | $228,109 |
| INVESCO EXCH TRADED FD TR II | INTL BUYBACK | 46138E644 | — | 3,823 shares | $226,743 |
| BROADSTONE NET LEASE INC | COM | 11135E203 | — | 12,024 shares | $222,444 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 1,848 shares | $220,781 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | — | 4,964 shares | $220,452 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 527 shares | $214,295 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | — | 4,255 shares | $213,346 |
| ISHARES TR | INTERNATIONAL SL | 46434V266 | — | 4,753 shares | $212,260 |
| CVS HEALTH CORP | COM | 126650100 | — | 2,453 shares | $210,198 |
| EATON CORP PLC | SHS | G29183103 | — | 488 shares | $209,699 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,351 shares | $209,635 |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 46436F103 | — | 4,995 shares | $206,886 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 882 shares | $205,780 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 112 shares | $203,382 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 190 shares | $202,371 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 2,262 shares | $200,391 |
| QUMULUSAI INC | COM | 74906Q102 | — | 23,110 shares | $149,753 |
| NERVGEN PHARMA CORP | COM | 64082X203 | — | 32,653 shares | $62,368 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 38 shares | $29,187 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 181 shares | $28,499 |
| SONOMA PHARMACEUTICALS INC | COM | 83558L303 | — | 11,193 shares | $14,328 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 323 shares | $13,400 |
| INSPIREMD INC | COM | 45779A846 | — | 10,000 shares | $6,678 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 149 shares | $5,857 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 36 shares | $2,599 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 12 shares | $1,639 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 6 shares | $568 |