McKinley Carter Wealth Services, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), McKinley Carter Wealth Services, Inc. reported 319 stock positions worth $1.8 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 5.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.5%) and Fidelity Total Bond ETF (FBND, 5.5%). Compared with Q3 2025, it opened 18 new positions, sold out of 12, added to 74 and reduced 182. The biggest buy was a new position in Dimensional International (DFAI) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- WHEELING, WV
- CIK
- 0001484265
- Portfolio Value
- $1.8B (Q4 2025)
- SEC Filing
- 0001484265-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 319 stocks · $1.8B
| VXUS Vanguard Total Intl Stock | 5.81% | 1,378,198 | $104.0M | Reduce -19.9% |
| IVV iShares Core S&P 500 ETF | 5.55% | 144,978 | $99.3M | Reduce -13.3% |
| FBND Fidelity Total Bond ETF | 5.51% | 2,140,215 | $98.5M | Add +1.3% |
| IWB iShares Russell 1000 ETF | 5.27% | 252,707 | $94.4M | Reduce -16.5% |
| AGG iShares Core U.S. Aggregate | 3.35% | 601,023 | $60.0M | Reduce -7.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.24% | 647,233 | $57.9M | Reduce -24.0% |
| VEA Vanguard Ftse Developed ETF | 2.93% | 838,536 | $52.4M | Reduce -14.3% |
| ILCG iShares Morningstar Growth E | 2.14% | 368,249 | $38.3M | Reduce -17.1% |
| VT Vanguard Tot World STK ETF | 2.02% | 256,654 | $36.2M | Reduce -20.3% |
| AAPL Apple Inc. | 1.99% | 130,670 | $35.5M | Reduce -5.3% |
| GOVT iShares US Treasury Bond ETF | 1.78% | 1,387,013 | $31.9M | Reduce -29.8% |
| DFAI Dimensional International Co. | 1.76% | 824,882 | $31.4M | New |
| AVGO Broadcom Inc. | 1.54% | 79,606 | $27.6M | Reduce -6.8% |
| IVE iShares S&P 500 Value ETF | 1.46% | 122,922 | $26.1M | Reduce -14.2% |
| IWF iShares Russell 1000 Growth | 1.32% | 49,928 | $23.6M | Reduce -5.0% |
| XLK SS Technology Select Sector | 1.29% | 160,963 | $23.2M | Reduce -16.5% |
| GOOGL Alphabet Inc. Class A | 1.28% | 73,432 | $23.0M | Reduce -7.0% |
| IEMG iShares Core MSCI Emerging | 1.24% | 328,977 | $22.1M | Reduce -24.0% |
| IWL iShares Russell Top 200 ETF | 1.23% | 129,261 | $22.1M | Reduce -4.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.22% | 299,207 | $21.7M | Reduce -22.0% |
| MSFT Microsoft Corp. | 1.17% | 43,371 | $21.0M | Reduce -5.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.13% | 445,359 | $20.1M | Reduce -22.1% |
| XLV SS Health Care Select Sector | 1.08% | 124,830 | $19.3M | Reduce -18.0% |
| IJH iShares Core S&P Midcap ETF | 1.08% | 292,127 | $19.3M | Reduce -20.1% |
| XLF SS Financial Select Sector | 1.05% | 342,459 | $18.8M | Reduce -17.4% |
| IXUS iShares Core Intl Stock ETF | 0.98% | 207,164 | $17.5M | Reduce -6.6% |
| DFAE Dimensional Emerging Core Eq | 0.95% | 523,351 | $17.0M | New |
| IJR iShares Core S&P Small-Cap E | 0.93% | 138,649 | $16.7M | Reduce -9.3% |
| IAGG iShares Intl Aggregate Bond | 0.87% | 310,310 | $15.5M | Reduce -33.3% |
| USIG iShares Broad Usd Investment | 0.86% | 295,969 | $15.3M | Reduce -11.9% |
| NVDA Nvidia Corp. | 0.81% | 77,912 | $14.5M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.80% | 16,659 | $14.4M | Reduce -2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.72% | 83,915 | $12.9M | Reduce -1.9% |
| INTU Intuit Inc. | 0.66% | 17,905 | $11.9M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.66% | 20,762 | $11.9M | Add +0.3% |
| MCK McKesson Corp. | 0.65% | 14,102 | $11.6M | Reduce -1.6% |
| BND Vanguard Total Bond Market | 0.64% | 155,108 | $11.5M | Reduce -8.6% |
| AMZN Amazon.com Inc. | 0.64% | 49,281 | $11.4M | Reduce -2.3% |
| ORLY O'reilly Automotive Inc. | 0.63% | 124,581 | $11.4M | Reduce -1.1% |
| CACI Caci International Inc. Class A | 0.61% | 20,379 | $10.9M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 0.58% | 15,771 | $10.4M | Add +1.0% |
| WM Waste Management Inc. | 0.56% | 45,435 | $10.0M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.54% | 15,327 | $9.6M | Add +3.5% |
| HD Home Depot Inc. | 0.54% | 27,860 | $9.6M | Reduce -2.9% |
| OEF iShares S&P 100 ETF | 0.53% | 27,684 | $9.5M | Reduce -12.3% |
| AYI Acuity Inc. | 0.51% | 25,444 | $9.2M | Reduce -0.4% |
| NFLX Netflix Inc. | 0.50% | 95,276 | $8.9M | Add +0.3% |
| HUBB Hubbell Inc. | 0.49% | 19,865 | $8.8M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.49% | 18,023 | $8.8M | Reduce -2.5% |
| DFAT Dimensional US Target Value | 0.49% | 146,836 | $8.7M | Reduce -14.6% |
| J Jacobs Solutions Inc. | 0.47% | 64,048 | $8.5M | Add +0.7% |
| LIN Linde PLC | 0.47% | 19,873 | $8.5M | Add +1.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.47% | 32,335 | $8.4M | Reduce -0.1% |
| XCEM Columbia Em Core Ex-China | 0.47% | 217,633 | $8.3M | Reduce -5.6% |
| PWR Quanta Services Inc. | 0.46% | 19,547 | $8.2M | Add +5.1% |
| XLE SS Energy Select Sector | 0.45% | 180,363 | $8.1M | Reduce -20.6% |
| JPM JPMorgan Chase & Co. | 0.44% | 24,703 | $8.0M | Reduce -8.3% |
| LLY Eli Lilly & Co. | 0.43% | 7,206 | $7.7M | Add +17.9% |
| SCHF Schwab Intl Equity ETF | 0.40% | 294,393 | $7.1M | Reduce -14.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.39% | 76,656 | $6.9M | Reduce -0.4% |
| MBB iShares MBS ETF | 0.38% | 71,740 | $6.8M | Add +44.5% |
| RL Ralph Lauren Corp. | 0.38% | 19,054 | $6.7M | Add +655.8% |
| EFA iShares MSCI Eafe ETF | 0.37% | 69,660 | $6.7M | Reduce -5.8% |
| GD General Dynamics Corp. | 0.37% | 19,856 | $6.7M | Add +141.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 10,606 | $6.5M | Reduce -2.6% |
| IWM iShares Russell 2000 ETF | 0.35% | 25,335 | $6.2M | Reduce -11.5% |
| APH Amphenol Corp. Class A | 0.35% | 45,752 | $6.2M | Add +13.4% |
| PEP Pepsico Inc. | 0.34% | 42,885 | $6.2M | Add +2.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 82,473 | $6.1M | Reduce -8.1% |
| AIQ Global X Art Intel & Tech | 0.34% | 118,077 | $6.0M | New |
| ISCG iShares Morningstar Small-Ca | 0.33% | 106,635 | $5.9M | Reduce -15.0% |
| CAT Caterpillar Inc. | 0.32% | 9,909 | $5.7M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 21,415 | $5.5M | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.31% | 24,042 | $5.5M | Add +0.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 68,064 | $5.5M | Reduce -10.8% |
| PG The Procter & Gamble Co. | 0.28% | 35,253 | $5.1M | Reduce -7.6% |
| ESGU iShares ESG Aware MSCI USA | 0.28% | 33,161 | $4.9M | Reduce -6.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.27% | 80,215 | $4.9M | New |
| ICE Intercontinental Exchange Inc. | 0.27% | 29,363 | $4.8M | Reduce -6.8% |
| MUNI PIMCO Intermediate Municipal | 0.25% | 85,677 | $4.5M | Add +4.1% |
| GWW WW Grainger Inc. | 0.25% | 4,442 | $4.5M | Reduce -1.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.23% | 35,424 | $4.1M | Reduce -0.9% |
| IWD iShares Russell 1000 Value E | 0.22% | 18,980 | $4.0M | Reduce -3.7% |
| JNJ Johnson & Johnson | 0.22% | 19,147 | $4.0M | Add +0.6% |
| MCD McDonald's Corp. | 0.22% | 12,954 | $4.0M | Add +1.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 34,207 | $3.9M | Reduce -10.3% |
| ACWI iShares MSCI Acwi ETF | 0.22% | 27,300 | $3.9M | Reduce -9.1% |
| CVX Chevron Corp. | 0.21% | 25,241 | $3.8M | Add +2.4% |
| LMT Lockheed Martin Corp. | 0.21% | 7,597 | $3.7M | Add +2.3% |
| MS Morgan Stanley | 0.20% | 20,476 | $3.6M | Reduce -0.8% |
| IWP iShares Russell Mid-Cap Grow | 0.20% | 26,441 | $3.6M | Reduce -11.9% |
| LOW Lowe's Cos Inc. | 0.20% | 14,573 | $3.5M | Add +2.0% |
| INMU iShares Intermediate Muni Inc. | 0.18% | 135,054 | $3.2M | Add +2.4% |
| FNOV FT Vest US Equity Buffer ETF | 0.18% | 58,051 | $3.2M | Reduce -5.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.18% | 10,524 | $3.2M | Reduce -3.7% |
| IGRO iShares Intl Div Growth ETF | 0.18% | 38,240 | $3.2M | Reduce -0.4% |
| GRID First TRST Nasd Class Edg Sgiif | 0.18% | 20,532 | $3.1M | Add +193.2% |
| NEE Nextera Energy Inc. | 0.17% | 38,726 | $3.1M | Add +3.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.17% | 27,183 | $3.1M | Reduce -5.0% |
| ESGD iShares Trust iShares ESG Aw | 0.17% | 31,940 | $3.0M | Reduce -8.6% |
Options reported separately and not counted above: AAPL puts ($652K).
Portfolio Sells Q3 2025 → Q4 2025
| VXUS Vanguard Total Intl Stock | Reduce -19.9% | 5.81% | −0.83 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -24.0% | 3.24% | −0.67 |
| GOVT iShares US Treasury Bond ETF | Reduce -29.8% | 1.78% | −0.61 |
| IWB iShares Russell 1000 ETF | Reduce -16.5% | 5.27% | −0.53 |
| IAGG iShares Intl Aggregate Bond | Reduce -33.3% | 0.87% | −0.38 |
| IVV iShares Core S&P 500 ETF | Reduce -13.3% | 5.55% | −0.33 |
| VT Vanguard Tot World STK ETF | Reduce -20.3% | 2.02% | −0.31 |
| VDE Vanguard Energy ETF | Reduce -85.0% | 0.06% | −0.30 |
| FISV Fiserv Inc. | Reduce -90.1% | 0.02% | −0.30 |
| ILCG iShares Morningstar Growth E | Reduce -17.1% | 2.14% | −0.29 |
| IEMG iShares Core MSCI Emerging | Reduce -24.0% | 1.24% | −0.26 |
| ADBE Adobe Inc. | Reduce -94.9% | 0.01% | −0.26 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -83.3% | 0.04% | −0.20 |
| IJH iShares Core S&P Midcap ETF | Reduce -20.1% | 1.08% | −0.18 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -22.1% | 1.13% | −0.16 |
| VEA Vanguard Ftse Developed ETF | Reduce -14.3% | 2.93% | −0.15 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -22.0% | 1.22% | −0.15 |
| XLK SS Technology Select Sector | Reduce -16.5% | 1.29% | −0.13 |
| XLF SS Financial Select Sector | Reduce -17.4% | 1.05% | −0.12 |
| IVE iShares S&P 500 Value ETF | Reduce -14.2% | 1.46% | −0.10 |
| XLE SS Energy Select Sector | Reduce -20.6% | 0.45% | −0.08 |
| MSFT Microsoft Corp. | Reduce -5.9% | 1.17% | −0.08 |
| ORLY O'reilly Automotive Inc. | Reduce -1.1% | 0.63% | −0.08 |
| HD Home Depot Inc. | Reduce -2.9% | 0.54% | −0.07 |
| USIG iShares Broad Usd Investment | Reduce -11.9% | 0.86% | −0.06 |
| AJG Arthur J Gallagher & Co. | Reduce -0.1% | 0.47% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -7.2% | 3.35% | −0.05 |
| DFAT Dimensional US Target Value | Reduce -14.6% | 0.49% | −0.04 |
| ORCL Oracle Corp. | Reduce -8.8% | 0.07% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -23.8% | 0.14% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -18.0% | 1.08% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -28.1% | 0.10% | −0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -29.4% | 0.10% | −0.03 |
| ISCG iShares Morningstar Small-Ca | Reduce -15.0% | 0.33% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.03 |
| TSCO Tractor Supply Company | Reduce -32.5% | 0.05% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.3% | 0.80% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -7.6% | 0.28% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -14.5% | 0.40% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.3% | 0.93% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -11.9% | 0.20% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -12.3% | 0.53% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -30.4% | 0.06% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -8.6% | 0.64% | −0.02 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.02 |
| STXG Strive 1000 Growth ETF | Sold out | 0.00% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -11.5% | 0.35% | −0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -27.2% | 0.05% | −0.02 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| DFAI Dimensional International Co. | New | 1.76% | +1.76 |
| DFAE Dimensional Emerging Core Eq | New | 0.95% | +0.95 |
| FBND Fidelity Total Bond ETF | Add +1.3% | 5.51% | +0.37 |
| AIQ Global X Art Intel & Tech | New | 0.34% | +0.34 |
| RL Ralph Lauren Corp. | Add +655.8% | 0.38% | +0.34 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.27% | +0.27 |
| GD General Dynamics Corp. | Add +141.1% | 0.37% | +0.23 |
| LLY Eli Lilly & Co. | Add +17.9% | 0.43% | +0.19 |
| TLH iShares 10-20 Year Treasury | New | 0.16% | +0.16 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.16% | +0.16 |
| THRO iShares U.S. Thematic Rotati | New | 0.13% | +0.13 |
| MBB iShares MBS ETF | Add +44.5% | 0.38% | +0.13 |
| GRID First TRST Nasd Class Edg Sgiif | Add +193.2% | 0.18% | +0.12 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.11% | +0.11 |
| APH Amphenol Corp. Class A | Add +13.4% | 0.35% | +0.08 |
| BTC Grayscale Bitcoin Mini ETF | Add +171.9% | 0.11% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 0.54% | +0.06 |
| PWR Quanta Services Inc. | Add +5.1% | 0.46% | +0.06 |
| NVDA Nvidia Corp. | Add +0.8% | 0.81% | +0.05 |
| MRK Merck & Co. Inc. | Add +7.6% | 0.15% | +0.04 |
| MA Mastercard Inc. Class A | Add +0.3% | 0.66% | +0.04 |
| JNJ Johnson & Johnson | Add +0.6% | 0.22% | +0.04 |
| PEP Pepsico Inc. | Add +2.1% | 0.34% | +0.03 |
| WM Waste Management Inc. | Add +0.2% | 0.56% | +0.03 |
| PYLD PIMCO Multisector Bond Actv | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +147.2% | 0.04% | +0.03 |
| MUNI PIMCO Intermediate Municipal | Add +4.1% | 0.25% | +0.03 |
| NEE Nextera Energy Inc. | Add +3.2% | 0.17% | +0.02 |
| WFC Wells Fargo & Co. | Add +4.1% | 0.12% | +0.02 |
| EAGG iShares ESG Aware US Aggrega | Add +8.2% | 0.16% | +0.02 |
| GJUL FT Vest US Equity Moderate B | New | 0.02% | +0.02 |
| MCD McDonald's Corp. | Add +1.5% | 0.22% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | New | 0.02% | +0.02 |
| ECL Ecolab Inc. | Add +18.4% | 0.09% | +0.02 |
| INMU iShares Intermediate Muni Inc. | Add +2.4% | 0.18% | +0.02 |
| ABBV Abbvie Inc. | Add +0.0% | 0.31% | +0.01 |
| VYM Vanguard High DVD Yield ETF | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +2.4% | 0.21% | +0.01 |
| ES Eversource Energy | Add +10.3% | 0.14% | +0.01 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | New | 0.01% | +0.01 |
| CGUS Cap Group Core Equity | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +1.5% | 0.09% | +0.01 |
| BUFY Ftvest Lddrdintlmod Buff ETF | Add +22.0% | 0.05% | +0.01 |
| VGLT Vanguard Long-Term Treasury | New | 0.01% | +0.01 |
| CVS CVS Health Corp. | New | 0.01% | +0.01 |
| SBUX Starbucks Corp. | Add +4.4% | 0.12% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.3% | 0.11% | +0.01 |
| CGGO Cap Group Global Growth | New | 0.01% | +0.01 |
| LMT Lockheed Martin Corp. | Add +2.3% | 0.21% | +0.01 |
| DEM Wisdomtree Emerging Markets | Add +6.2% | 0.08% | +0.01 |
Options Activity Q3 2025 → Q4 2025
| AAPL Apple Inc. | put | Reduce -67.1% | 2,400 | $652K |
| NVDA Nvidia Corp. | put | Sold out | 1,900 | $355Kbefore exit |
| GPN Global Payments Inc. | put | Sold out | 3,400 | $282Kbefore exit |
| COST Costco Wholesale Corp. | put | Sold out | 300 | $278Kbefore exit |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | put | Sold out | 900 | $264Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |