McKinley Carter Wealth Services, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), McKinley Carter Wealth Services, Inc. reported 313 stock positions worth $1.9 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, 5.9%) and iShares Russell 1000 ETF (IWB, 5.8%). Compared with Q2 2025, it opened 15 new positions, sold out of 4, added to 101 and reduced 137. The biggest buy was a new position in Quanta Services (PWR) and the biggest sale iShares Russell Top 200 ETF (IWL, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- WHEELING, WV
- CIK
- 0001484265
- Portfolio Value
- $1.9B (Q3 2025)
- SEC Filing
- 0001484265-25-000003 ↗ filed Nov 4, 2025
Holdings Value
Holdings 313 stocks · $1.9B
| VXUS Vanguard Total Intl Stock | 6.64% | 1,720,748 | $126.4M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 5.88% | 167,297 | $112.0M | Add +0.6% |
| IWB iShares Russell 1000 ETF | 5.81% | 302,543 | $110.6M | Reduce -0.4% |
| FBND Fidelity Total Bond ETF | 5.13% | 2,113,419 | $97.7M | Add +5.8% |
| IEFA iShares Core MSCI Eafe ETF | 3.90% | 851,775 | $74.4M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 3.41% | 647,528 | $64.9M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 3.08% | 977,845 | $58.6M | Reduce -2.1% |
| ILCG iShares Morningstar Growth E | 2.43% | 444,445 | $46.4M | Reduce -3.6% |
| GOVT iShares US Treasury Bond ETF | 2.40% | 1,975,529 | $45.7M | Add +2.5% |
| VT Vanguard Tot World STK ETF | 2.33% | 322,162 | $44.4M | Add +1.6% |
| AAPL Apple Inc. | 1.84% | 137,908 | $35.1M | Reduce -2.2% |
| IVE iShares S&P 500 Value ETF | 1.55% | 143,183 | $29.6M | Reduce -3.1% |
| IEMG iShares Core MSCI Emerging | 1.50% | 432,804 | $28.5M | Add +1.5% |
| AVGO Broadcom Inc. | 1.48% | 85,444 | $28.2M | Reduce -6.0% |
| XLK SS Technology Select Sector | 1.43% | 96,423 | $27.2M | Reduce -2.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.36% | 383,799 | $25.9M | Reduce -1.9% |
| IWF iShares Russell 1000 Growth | 1.29% | 52,552 | $24.6M | Reduce -0.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.29% | 571,703 | $24.6M | Reduce -2.1% |
| MSFT Microsoft Corp. | 1.25% | 46,107 | $23.9M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 1.25% | 365,568 | $23.9M | Add +2.5% |
| IAGG iShares Intl Aggregate Bond | 1.25% | 465,235 | $23.8M | Add +3.5% |
| IWL iShares Russell Top 200 ETF | 1.19% | 135,879 | $22.6M | Reduce -34.5% |
| XLF SS Financial Select Sector | 1.17% | 414,427 | $22.3M | Reduce -1.8% |
| XLV SS Health Care Select Sector | 1.11% | 152,156 | $21.2M | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 1.01% | 78,994 | $19.2M | Reduce -1.6% |
| IXUS iShares Core Intl Stock ETF | 0.96% | 221,778 | $18.3M | Reduce -0.0% |
| IJR iShares Core S&P Small-Cap E | 0.95% | 152,880 | $18.2M | Add +1.7% |
| USIG iShares Broad Usd Investment | 0.92% | 335,876 | $17.5M | Add +5.9% |
| COST Costco Wholesale Corp. | 0.83% | 17,049 | $15.8M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.76% | 77,303 | $14.4M | Reduce -0.9% |
| ORLY O'reilly Automotive Inc. | 0.71% | 126,027 | $13.6M | Reduce -2.2% |
| INTU Intuit Inc. | 0.66% | 18,515 | $12.6M | Reduce -0.9% |
| BND Vanguard Total Bond Market | 0.66% | 169,644 | $12.6M | Reduce -1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 85,550 | $12.4M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.62% | 20,701 | $11.8M | Reduce -1.0% |
| HD Home Depot Inc. | 0.61% | 28,690 | $11.6M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.60% | 15,621 | $11.5M | Add +2.0% |
| NFLX Netflix Inc. | 0.60% | 9,499 | $11.4M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 0.58% | 50,439 | $11.1M | Reduce -0.6% |
| MCK McKesson Corp. | 0.58% | 14,335 | $11.1M | Reduce -1.5% |
| OEF iShares S&P 100 ETF | 0.55% | 31,563 | $10.5M | Reduce -0.8% |
| CACI Caci International Inc. Class A | 0.55% | 20,958 | $10.5M | Add +0.7% |
| XLE SS Energy Select Sector | 0.53% | 113,589 | $10.1M | Add +1.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.53% | 32,377 | $10.0M | Reduce -0.1% |
| WM Waste Management Inc. | 0.53% | 45,336 | $10.0M | Reduce -0.1% |
| DFAT Dimensional US Target Value | 0.53% | 171,949 | $10.0M | Add +1.1% |
| J Jacobs Solutions Inc. | 0.50% | 63,583 | $9.5M | Reduce -0.6% |
| LIN Linde PLC | 0.49% | 19,685 | $9.4M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.48% | 14,804 | $9.1M | Add +35.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 18,475 | $8.9M | Reduce -0.4% |
| AYI Acuity Inc. | 0.46% | 25,551 | $8.8M | Reduce -2.3% |
| HUBB Hubbell Inc. | 0.45% | 19,929 | $8.6M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.45% | 26,926 | $8.5M | Add +0.2% |
| XCEM Columbia Em Core Ex-China | 0.44% | 230,443 | $8.4M | Reduce -1.3% |
| SCHF Schwab Intl Equity ETF | 0.42% | 344,193 | $8.0M | Reduce -1.6% |
| PWR Quanta Services Inc. | 0.40% | 18,603 | $7.7M | New |
| IWM iShares Russell 2000 ETF | 0.36% | 28,623 | $6.9M | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 0.36% | 73,960 | $6.9M | Reduce -0.8% |
| VDE Vanguard Energy ETF | 0.36% | 54,611 | $6.9M | Add +6.6% |
| ISCG iShares Morningstar Small-Ca | 0.36% | 125,508 | $6.8M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 10,887 | $6.5M | Add +1.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.34% | 76,957 | $6.5M | Reduce -0.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 89,786 | $6.4M | Reduce -1.0% |
| FISV Fiserv Inc. | 0.32% | 47,102 | $6.1M | Reduce -15.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 76,333 | $6.0M | Reduce -2.1% |
| PEP Pepsico Inc. | 0.31% | 42,015 | $5.9M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.31% | 38,160 | $5.9M | Add +13.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 21,993 | $5.6M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.29% | 24,033 | $5.6M | Reduce -0.3% |
| ICE Intercontinental Exchange Inc. | 0.28% | 31,506 | $5.3M | Add +15.9% |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 35,613 | $5.2M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.27% | 14,677 | $5.2M | Reduce -1.2% |
| APH Amphenol Corp. Class A | 0.26% | 40,350 | $5.0M | New |
| CAT Caterpillar Inc. | 0.25% | 10,055 | $4.8M | Reduce -2.4% |
| MBB iShares MBS ETF | 0.25% | 49,633 | $4.7M | Reduce -2.0% |
| LLY Eli Lilly & Co. | 0.24% | 6,110 | $4.7M | Reduce -1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 6 | $4.5M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.23% | 38,131 | $4.3M | Reduce -6.2% |
| MUNI PIMCO Intermediate Municipal | 0.23% | 82,278 | $4.3M | Add +1.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.22% | 4,486 | $4.3M | Reduce -58.7% |
| IWP iShares Russell Mid-Cap Grow | 0.22% | 30,010 | $4.3M | Reduce -6.9% |
| ACWI iShares MSCI Acwi ETF | 0.22% | 30,023 | $4.2M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 0.21% | 19,705 | $4.0M | Reduce -1.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.20% | 35,758 | $3.9M | Reduce -2.8% |
| MCD McDonald's Corp. | 0.20% | 12,764 | $3.9M | Reduce -0.2% |
| CVX Chevron Corp. | 0.20% | 24,644 | $3.8M | Add +2.6% |
| LMT Lockheed Martin Corp. | 0.19% | 7,428 | $3.7M | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.19% | 14,282 | $3.6M | Add +3.8% |
| JNJ Johnson & Johnson | 0.19% | 19,041 | $3.5M | Reduce -1.2% |
| ADP Automatic Data Processing | 0.18% | 11,402 | $3.3M | Reduce -0.5% |
| SPEM State Street SP PTF Em ETF | 0.18% | 71,379 | $3.3M | Reduce -2.7% |
| MS Morgan Stanley | 0.17% | 20,646 | $3.3M | Reduce -1.9% |
| IWR iShares Russell Mid-Cap ETF | 0.17% | 33,709 | $3.3M | Reduce -3.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.17% | 10,926 | $3.3M | Reduce -0.6% |
| ESGD iShares Trust iShares ESG Aw | 0.17% | 34,956 | $3.3M | Reduce -0.1% |
| FNOV FT Vest US Equity Buffer ETF | 0.17% | 61,386 | $3.2M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.17% | 28,607 | $3.2M | Reduce -4.4% |
| INMU iShares Intermediate Muni Inc. | 0.17% | 131,890 | $3.2M | Add +72.2% |
| IGRO iShares Intl Div Growth ETF | 0.16% | 38,382 | $3.1M | Add +5.2% |
| ABT Abbott Laboratories | 0.16% | 22,095 | $3.0M | Add +3.6% |
Options reported separately and not counted above: AAPL puts ($1.9M), NVDA puts ($355K), GPN puts ($282K), COST puts ($278K), VO puts ($264K).
Portfolio Sells Q2 2025 → Q3 2025
| IWL iShares Russell Top 200 ETF | Reduce -34.5% | 1.19% | −0.58 |
| GWW WW Grainger Inc. | Reduce -58.7% | 0.22% | −0.40 |
| UNH Unitedhealth Group Inc. | Reduce -90.9% | 0.03% | −0.30 |
| FISV Fiserv Inc. | Reduce -15.5% | 0.32% | −0.22 |
| INTU Intuit Inc. | Reduce -0.9% | 0.66% | −0.15 |
| NFLX Netflix Inc. | Reduce -3.1% | 0.60% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.83% | −0.12 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.1% | 3.08% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.2% | 3.90% | −0.06 |
| XLF SS Financial Select Sector | Reduce -1.8% | 1.17% | −0.06 |
| ACN Accenture PLC Class A | Reduce -6.9% | 0.14% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -3.1% | 1.55% | −0.05 |
| WM Waste Management Inc. | Reduce -0.1% | 0.53% | −0.05 |
| AJG Arthur J Gallagher & Co. | Reduce -0.1% | 0.53% | −0.05 |
| ILCG iShares Morningstar Growth E | Reduce -3.6% | 2.43% | −0.05 |
| ADBE Adobe Inc. | Reduce -1.2% | 0.27% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -1.5% | 0.66% | −0.04 |
| MSFT Microsoft Corp. | Reduce -1.6% | 1.25% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.58% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.62% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -49.2% | 0.03% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -3.1% | 0.13% | −0.03 |
| LIN Linde PLC | Reduce -1.3% | 0.49% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -6.2% | 0.23% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -6.9% | 0.22% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.24% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.5% | 0.18% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.1% | 0.11% | −0.02 |
| MBB iShares MBS ETF | Reduce -2.0% | 0.25% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -0.9% | 0.07% | −0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -13.5% | 0.07% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -9.4% | 0.07% | −0.01 |
| SUB iShares Short-Term National | Reduce -36.7% | 0.02% | −0.01 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.01 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -15.4% | 0.07% | −0.01 |
| PGR Progressive Corp. | Reduce -0.2% | 0.08% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -1.9% | 1.36% | −0.01 |
| TGT Target Corp. | Sold out | 0.00% | −0.01 |
| MCK McKesson Corp. | Reduce -1.5% | 0.58% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.9% | 0.15% | −0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -9.9% | 0.06% | −0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -2.1% | 1.29% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -18.3% | 0.05% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -7.1% | 0.09% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -1.6% | 0.42% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -5.0% | 0.08% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 0.36% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -1.8% | 0.07% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| PWR Quanta Services Inc. | New | 0.40% | +0.40 |
| ISCG iShares Morningstar Small-Ca | New | 0.36% | +0.36 |
| APH Amphenol Corp. Class A | New | 0.26% | +0.26 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 5.88% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +35.9% | 0.48% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +1.5% | 1.50% | +0.08 |
| VXUS Vanguard Total Intl Stock | Add +0.6% | 6.64% | +0.07 |
| VT Vanguard Tot World STK ETF | Add +1.6% | 2.33% | +0.07 |
| INMU iShares Intermediate Muni Inc. | Add +72.2% | 0.17% | +0.07 |
| FBND Fidelity Total Bond ETF | Add +5.8% | 5.13% | +0.05 |
| ECL Ecolab Inc. | Add +162.4% | 0.08% | +0.05 |
| RL Ralph Lauren Corp. | New | 0.04% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +1.7% | 0.95% | +0.04 |
| BUFY Ftvest Lddrdintlmod Buff ETF | Add +211.2% | 0.04% | +0.03 |
| GD General Dynamics Corp. | Add +9.6% | 0.15% | +0.03 |
| XLV SS Health Care Select Sector | Add +4.8% | 1.11% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +2.5% | 1.25% | +0.02 |
| VDE Vanguard Energy ETF | Add +6.6% | 0.36% | +0.02 |
| ORCL Oracle Corp. | Add +3.1% | 0.11% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +7.4% | 0.07% | +0.02 |
| HIMU iShares High Yild Muni A ETF | Add +59.1% | 0.06% | +0.02 |
| LOW Lowe's Cos Inc. | Add +3.8% | 0.19% | +0.02 |
| NEE Nextera Energy Inc. | Add +10.6% | 0.15% | +0.02 |
| TSLA Tesla Inc. | Add +6.3% | 0.06% | +0.02 |
| DFAT Dimensional US Target Value | Add +1.1% | 0.53% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 0.34% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | New | 0.01% | +0.01 |
| USIG iShares Broad Usd Investment | Add +5.9% | 0.92% | +0.01 |
| PFE Pfizer Inc. | New | 0.01% | +0.01 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +35.3% | 0.06% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.45% | +0.01 |
| EMR Emerson Electric Co. | New | 0.01% | +0.01 |
| SUSA iShares ESG Optimized MSCI U | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +13.9% | 0.31% | +0.01 |
| IAUM iShares Gold Trust Micro | New | 0.01% | +0.01 |
| VTC Vanguard Total Corporate BND | New | 0.01% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| DRI Darden Restaurants Inc. | New | 0.01% | +0.01 |
| IPKW Invesco International Buybac | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +2.6% | 0.20% | +0.01 |
| ITW Illinois Tool Works | Add +9.3% | 0.12% | +0.01 |
| ES Eversource Energy | Add +2.3% | 0.12% | +0.01 |
| PDBC Invesco Optimum Yield Divers | New | 0.01% | +0.01 |
| GRID First TRST Nasd Class Edg Sgiif | Add +13.5% | 0.06% | +0.01 |
| MRK Merck & Co. Inc. | Add +7.7% | 0.10% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +2.2% | 0.02% | +0.01 |
| GLD SPDR Gold Shares | Add +4.5% | 0.04% | +0.01 |
| LMT Lockheed Martin Corp. | Add +0.9% | 0.19% | +0.01 |
| PNC PNC Financial Services Group | Add +2.9% | 0.09% | +0.00 |
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 |