McKinley Carter Wealth Services, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), McKinley Carter Wealth Services, Inc. reported 302 stock positions worth $1.8 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 6.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.7%) and iShares Russell 1000 ETF (IWB, 5.7%). Compared with Q1 2025, it opened 17 new positions, sold out of 12, added to 107 and reduced 121. The biggest buy was a new position in iShares Core Intl Stock ETF (IXUS) and the biggest sale SS Financial Select Sector (XLF, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- WHEELING, WV
- CIK
- 0001484265
- Portfolio Value
- $1.8B (Q2 2025)
- SEC Filing
- 0001085146-25-004115 ↗ filed Jul 24, 2025
Holdings Value
Holdings 302 stocks · $1.8B
| VXUS Vanguard Total Intl Stock | 6.57% | 1,710,919 | $118.2M | Reduce -4.8% |
| IVV iShares Core S&P 500 ETF | 5.74% | 166,332 | $103.3M | Reduce -0.8% |
| IWB iShares Russell 1000 ETF | 5.73% | 303,806 | $103.2M | Add +0.0% |
| FBND Fidelity Total Bond ETF | 5.08% | 1,998,346 | $91.4M | Add +4.9% |
| IEFA iShares Core MSCI Eafe ETF | 3.96% | 853,785 | $71.3M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 3.55% | 643,508 | $63.8M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 3.17% | 999,160 | $57.0M | Reduce -1.6% |
| ILCG iShares Morningstar Growth E | 2.48% | 461,073 | $44.7M | Add +0.4% |
| GOVT iShares US Treasury Bond ETF | 2.46% | 1,928,333 | $44.3M | Add +1.6% |
| VT Vanguard Tot World STK ETF | 2.26% | 317,019 | $40.7M | Add +10.8% |
| IWL iShares Russell Top 200 ETF | 1.76% | 207,352 | $31.7M | Reduce -3.6% |
| AAPL Apple Inc. | 1.61% | 141,071 | $28.9M | Add +0.9% |
| IVE iShares S&P 500 Value ETF | 1.60% | 147,767 | $28.9M | Reduce -3.9% |
| IEMG iShares Core MSCI Emerging | 1.42% | 426,320 | $25.6M | Reduce -1.3% |
| AVGO Broadcom Inc. | 1.39% | 90,884 | $25.1M | Add +0.6% |
| XLK SS Technology Select Sector | 1.39% | 98,635 | $25.0M | Add +25.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.37% | 391,030 | $24.7M | Reduce -12.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.30% | 584,198 | $23.4M | Reduce -4.5% |
| MSFT Microsoft Corp. | 1.30% | 46,875 | $23.3M | Add +6.4% |
| IAGG iShares Intl Aggregate Bond | 1.28% | 449,484 | $23.0M | Add +4.1% |
| IWF iShares Russell 1000 Growth | 1.25% | 52,996 | $22.5M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 1.23% | 356,555 | $22.1M | Reduce -1.4% |
| XLF SS Financial Select Sector | 1.23% | 421,860 | $22.1M | Reduce -18.6% |
| XLV SS Health Care Select Sector | 1.09% | 145,248 | $19.6M | Add +16.4% |
| IXUS iShares Core Intl Stock ETF | 0.95% | 221,876 | $17.2M | New |
| COST Costco Wholesale Corp. | 0.95% | 17,251 | $17.1M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 0.91% | 150,354 | $16.4M | Reduce -6.3% |
| USIG iShares Broad Usd Investment | 0.91% | 317,283 | $16.3M | Add +2.6% |
| INTU Intuit Inc. | 0.82% | 18,685 | $14.7M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 0.79% | 80,297 | $14.2M | Add +3.2% |
| NFLX Netflix Inc. | 0.73% | 9,802 | $13.1M | Add +2.0% |
| BND Vanguard Total Bond Market | 0.70% | 172,190 | $12.7M | Reduce -3.3% |
| NVDA Nvidia Corp. | 0.69% | 78,033 | $12.3M | Add +5.1% |
| MA Mastercard Inc. Class A | 0.65% | 20,901 | $11.7M | Add +2.5% |
| ORLY O'reilly Automotive Inc. | 0.65% | 128,843 | $11.6M | Reduce -1.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.63% | 10,863 | $11.3M | Add +5.9% |
| META Meta Platforms Inc. Class A | 0.63% | 15,307 | $11.3M | Add +2.0% |
| AMZN Amazon.com Inc. | 0.62% | 50,744 | $11.1M | Add +3.8% |
| MCK McKesson Corp. | 0.59% | 14,549 | $10.7M | Add +4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 85,826 | $10.6M | Add +2.4% |
| HD Home Depot Inc. | 0.59% | 28,873 | $10.6M | Add +1.1% |
| WM Waste Management Inc. | 0.58% | 45,391 | $10.4M | Add +4.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.58% | 32,419 | $10.4M | Add +4.7% |
| CACI Caci International Inc. Class A | 0.55% | 20,822 | $9.9M | Add +1.4% |
| OEF iShares S&P 100 ETF | 0.54% | 31,803 | $9.7M | Add +70.5% |
| FISV Fiserv Inc. | 0.53% | 55,742 | $9.6M | Add +2.1% |
| XLE SS Energy Select Sector | 0.53% | 112,153 | $9.5M | Add +36.2% |
| LIN Linde PLC | 0.52% | 19,935 | $9.4M | Add +8.3% |
| DFAT Dimensional US Target Value | 0.51% | 170,130 | $9.2M | Add +2.0% |
| J Jacobs Solutions Inc. | 0.47% | 63,934 | $8.4M | Add +9.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 18,557 | $8.1M | Reduce -0.1% |
| HUBB Hubbell Inc. | 0.45% | 19,829 | $8.1M | Add +16.7% |
| XCEM Columbia Em Core Ex-China | 0.44% | 233,358 | $8.0M | Add +112.6% |
| AYI Acuity Inc. | 0.43% | 26,152 | $7.8M | Add +7.9% |
| JPM JPMorgan Chase & Co. | 0.43% | 26,884 | $7.8M | Add +3.7% |
| SCHF Schwab Intl Equity ETF | 0.43% | 349,783 | $7.7M | Reduce -2.3% |
| EFA iShares MSCI Eafe ETF | 0.37% | 74,588 | $6.7M | Add +12.2% |
| IWM iShares Russell 2000 ETF | 0.35% | 28,824 | $6.2M | Reduce -1.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.35% | 77,538 | $6.2M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.34% | 10,894 | $6.2M | Add +28.1% |
| VDE Vanguard Energy ETF | 0.34% | 51,239 | $6.1M | Add +0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 90,733 | $6.1M | Add +10.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 10,708 | $5.9M | Add +12.7% |
| UNH Unitedhealth Group Inc. | 0.33% | 18,893 | $5.9M | Reduce -3.5% |
| ADBE Adobe Inc. | 0.32% | 14,850 | $5.7M | Add +17.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.32% | 77,961 | $5.7M | Reduce -2.1% |
| PEP Pepsico Inc. | 0.31% | 42,297 | $5.6M | Add +4.6% |
| PG The Procter & Gamble Co. | 0.30% | 33,504 | $5.3M | Add +0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 22,256 | $5.3M | Add +119.1% |
| ICE Intercontinental Exchange Inc. | 0.28% | 27,173 | $5.0M | New |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 35,685 | $4.8M | Reduce -4.5% |
| LLY Eli Lilly & Co. | 0.27% | 6,180 | $4.8M | Reduce -0.6% |
| MBB iShares MBS ETF | 0.26% | 50,674 | $4.8M | Reduce -1.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 40,641 | $4.6M | Reduce -15.6% |
| ABBV Abbvie Inc. | 0.25% | 24,102 | $4.5M | Add +9.4% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 32,231 | $4.5M | Reduce -2.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 6 | $4.4M | Add +20.0% |
| MUNI PIMCO Intermediate Municipal | 0.23% | 80,984 | $4.2M | Add +11.6% |
| CAT Caterpillar Inc. | 0.22% | 10,307 | $4.0M | Add +13.8% |
| IWD iShares Russell 1000 Value E | 0.22% | 20,048 | $3.9M | Reduce -2.5% |
| ACWI iShares MSCI Acwi ETF | 0.21% | 30,072 | $3.9M | Add +1198.5% |
| MCD McDonald's Corp. | 0.21% | 12,784 | $3.7M | Reduce -0.9% |
| ACN Accenture PLC Class A | 0.20% | 11,980 | $3.6M | Reduce -2.6% |
| ADP Automatic Data Processing | 0.20% | 11,462 | $3.5M | Reduce -2.1% |
| CVX Chevron Corp. | 0.19% | 24,014 | $3.4M | Add +14.3% |
| LMT Lockheed Martin Corp. | 0.19% | 7,363 | $3.4M | Add +10.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.19% | 36,771 | $3.4M | Add +13.2% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 34,857 | $3.2M | Add +26.2% |
| SPEM State Street SP PTF Em ETF | 0.17% | 73,350 | $3.1M | Add +7.9% |
| ESGD iShares Trust iShares ESG Aw | 0.17% | 34,986 | $3.1M | Reduce -6.7% |
| FNOV FT Vest US Equity Buffer ETF | 0.17% | 61,386 | $3.1M | No change |
| LOW Lowe's Cos Inc. | 0.17% | 13,765 | $3.1M | Add +2.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.17% | 10,987 | $3.0M | Reduce -1.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.17% | 29,932 | $3.0M | Add +14.3% |
| TXN Texas Instruments Inc. | 0.17% | 14,323 | $3.0M | Add +16.5% |
| MS Morgan Stanley | 0.16% | 21,056 | $3.0M | Add +14.2% |
| JNJ Johnson & Johnson | 0.16% | 19,279 | $2.9M | Reduce -4.3% |
| ABT Abbott Laboratories | 0.16% | 21,332 | $2.9M | Add +257.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 14,850 | $2.9M | Reduce -2.6% |
| IGRO iShares Intl Div Growth ETF | 0.16% | 36,473 | $2.9M | Add +4.2% |
Options reported separately and not counted above: AAPL puts ($1.5M), NVDA puts ($300K), COST puts ($297K), GPN puts ($272K), VO puts ($252K).
Portfolio Sells Q1 2025 → Q2 2025
| XLF SS Financial Select Sector | Reduce -18.6% | 1.23% | −0.36 |
| UNH Unitedhealth Group Inc. | Reduce -3.5% | 0.33% | −0.30 |
| VXUS Vanguard Total Intl Stock | Reduce -4.8% | 6.57% | −0.30 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.28 |
| IVE iShares S&P 500 Value ETF | Reduce -3.9% | 1.60% | −0.20 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -12.4% | 1.37% | −0.14 |
| APD Air Products & Chemicals Inc. | Reduce -89.5% | 0.01% | −0.13 |
| ORLY O'reilly Automotive Inc. | Reduce -1.4% | 0.65% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.3% | 0.91% | −0.12 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.11 |
| BND Vanguard Total Bond Market | Reduce -3.3% | 0.70% | −0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -87.1% | 0.01% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -54.0% | 0.07% | −0.09 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.08 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.08 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.4% | 1.23% | −0.07 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -4.5% | 1.30% | −0.06 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -36.3% | 0.08% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 5.74% | −0.06 |
| IWL iShares Russell Top 200 ETF | Reduce -3.6% | 1.76% | −0.05 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -66.5% | 0.02% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.27% | −0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -20.3% | 0.12% | −0.04 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -15.6% | 0.25% | −0.04 |
| JNJ Johnson & Johnson | Reduce -4.3% | 0.16% | −0.04 |
| MCD McDonald's Corp. | Reduce -0.9% | 0.21% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.4% | 0.07% | −0.04 |
| ACN Accenture PLC Class A | Reduce -2.6% | 0.20% | −0.04 |
| MBB iShares MBS ETF | Reduce -1.2% | 0.26% | −0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -23.2% | 0.07% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -4.5% | 0.10% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.4% | 3.96% | −0.03 |
| PGR Progressive Corp. | Reduce -8.4% | 0.09% | −0.03 |
| CHCO City Holding Co. | Reduce -15.4% | 0.09% | −0.02 |
| ADP Automatic Data Processing | Reduce -2.1% | 0.20% | −0.02 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.12% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.5% | 0.08% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -2.5% | 0.22% | −0.02 |
| V Visa Inc. Class A | Reduce -4.7% | 0.15% | −0.02 |
| INMU iShares Intermediate Muni Inc. | Reduce -7.7% | 0.10% | −0.02 |
| TSCO Tractor Supply Company | Reduce -9.5% | 0.07% | −0.02 |
| TFC Truist Financial Corp. | Reduce -36.5% | 0.03% | −0.02 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.02 |
| EAGG iShares ESG Aware US Aggrega | Reduce -1.2% | 0.14% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.9% | 0.09% | −0.02 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -6.7% | 0.17% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.8% | 0.35% | −0.01 |
| ISCF iShares International Small | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| IXUS iShares Core Intl Stock ETF | New | 0.95% | +0.95 |
| AVGO Broadcom Inc. | Add +0.6% | 1.39% | +0.46 |
| XLK SS Technology Select Sector | Add +25.1% | 1.39% | +0.39 |
| MSFT Microsoft Corp. | Add +6.4% | 1.30% | +0.28 |
| ICE Intercontinental Exchange Inc. | New | 0.28% | +0.28 |
| XCEM Columbia Em Core Ex-China | Add +112.6% | 0.44% | +0.24 |
| OEF iShares S&P 100 ETF | Add +70.5% | 0.54% | +0.23 |
| VT Vanguard Tot World STK ETF | Add +10.8% | 2.26% | +0.22 |
| ACWI iShares MSCI Acwi ETF | Add +1198.5% | 0.21% | +0.20 |
| ILCG iShares Morningstar Growth E | Add +0.4% | 2.48% | +0.19 |
| NVDA Nvidia Corp. | Add +5.1% | 0.69% | +0.19 |
| NFLX Netflix Inc. | Add +2.0% | 0.73% | +0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +119.1% | 0.29% | +0.15 |
| INTU Intuit Inc. | Add +3.2% | 0.82% | +0.13 |
| ABT Abbott Laboratories | Add +257.3% | 0.16% | +0.11 |
| TMUS T-Mobile US Inc. | New | 0.10% | +0.10 |
| HUBB Hubbell Inc. | Add +16.7% | 0.45% | +0.10 |
| ES Eversource Energy | Add +874.6% | 0.11% | +0.10 |
| SCHG Schwab US Large-Cap Growth | Add +264.7% | 0.13% | +0.10 |
| META Meta Platforms Inc. Class A | Add +2.0% | 0.63% | +0.10 |
| PNC PNC Financial Services Group | New | 0.09% | +0.09 |
| CACI Caci International Inc. Class A | Add +1.4% | 0.55% | +0.09 |
| DFIV Dimensional International Va | Add +142.7% | 0.15% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +28.1% | 0.34% | +0.08 |
| WFC Wells Fargo & Co. | Add +359.7% | 0.10% | +0.07 |
| BRTR iShares Total Return Act ETF | Add +123.9% | 0.12% | +0.06 |
| XLE SS Energy Select Sector | Add +36.2% | 0.53% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.7% | 0.33% | +0.05 |
| AMZN Amazon.com Inc. | Add +3.8% | 0.62% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +3.2% | 0.79% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 0.43% | +0.04 |
| AYI Acuity Inc. | Add +7.9% | 0.43% | +0.04 |
| CAT Caterpillar Inc. | Add +13.8% | 0.22% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +12.2% | 0.37% | +0.04 |
| BTC Grayscale Bitcoin Mini ETF | Add +158.5% | 0.05% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +26.2% | 0.18% | +0.03 |
| MS Morgan Stanley | Add +14.2% | 0.16% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +10.5% | 0.34% | +0.03 |
| RSPG Invesco S&P 500 Equal Weight | New | 0.03% | +0.03 |
| J Jacobs Solutions Inc. | Add +9.2% | 0.47% | +0.03 |
| TXN Texas Instruments Inc. | Add +16.5% | 0.17% | +0.03 |
| JUNM FT Vest US Eq Max Buf June | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | Add +0.3% | 0.08% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +33.3% | 0.13% | +0.02 |
| ADBE Adobe Inc. | Add +17.1% | 0.32% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +13.2% | 0.19% | +0.02 |
| MCK McKesson Corp. | Add +4.3% | 0.59% | +0.01 |
| RBLX Roblox Corp. Class A | New | 0.01% | +0.01 |
| PXF Invesco Rafi Developed Marke | New | 0.01% | +0.01 |
| TT Trane Technologies PLC | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 317 | $1.9B | DFAI, IVV, FBND, IWB, DFAE |
| Q1 2026 | 300 | $1.7B | DFAI, IVV, FBND, IWB, DFAE |
| Q4 2025 | 319 | $1.8B | VXUS, IVV, FBND, IWB, AGG |
| Q3 2025 | 313 | $1.9B | VXUS, IVV, IWB, FBND, IEFA |
| Q2 2025 | 302 | $1.8B | VXUS, IVV, IWB, FBND, IEFA |
| Q1 2025 | 297 | $1.6B | VXUS, IVV, IWB, FBND, IEFA |
| Q4 2024 | 290 | $1.6B | IVV, IWB, VEA, FBND, IEFA |
| Q3 2024 | 302 | $1.7B | IVV, IWB, VEA, IEFA, AGG |
| Q2 2024 | 297 | $1.6B | IVV, IWB, AGG, VEA, IEFA |
| Q1 2024 | 298 | $1.5B | IVV, IVE, AGG, VEA, IWB |