McKinley Carter Wealth Services, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), McKinley Carter Wealth Services, Inc. reported 300 stock positions worth $1.7 billion. Its top holding was Dimensional International (DFAI) at 7.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.3%) and Fidelity Total Bond ETF (FBND, 6.0%). Compared with Q4 2025, it opened 7 new positions, sold out of 26, added to 79 and reduced 162. The biggest buy was Dimensional International (DFAI, shares +322%) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- WHEELING, WV
- CIK
- 0001484265
- Portfolio Value
- $1.7B (Q1 2026)
- SEC Filing
- 0001484265-26-000002 ↗ filed Apr 20, 2026
Holdings Value
Holdings 300 stocks · $1.7B
| DFAI Dimensional International Co. | 7.84% | 3,484,718 | $135.8M | Add +322.4% |
| IVV iShares Core S&P 500 ETF | 6.32% | 167,634 | $109.5M | Add +15.6% |
| FBND Fidelity Total Bond ETF | 5.98% | 2,269,756 | $103.5M | Add +6.0% |
| IWB iShares Russell 1000 ETF | 5.09% | 247,303 | $88.2M | Reduce -2.1% |
| DFAE Dimensional Emerging Core Eq | 4.26% | 2,179,072 | $73.8M | Add +316.4% |
| AGG iShares Core U.S. Aggregate | 3.56% | 620,277 | $61.6M | Add +3.2% |
| VXUS Vanguard Total Intl Stock | 2.36% | 529,601 | $40.8M | Reduce -61.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.97% | 376,669 | $34.1M | Reduce -41.8% |
| IVE iShares S&P 500 Value ETF | 1.95% | 160,281 | $33.8M | Add +30.4% |
| VEA Vanguard Ftse Developed ETF | 1.95% | 525,701 | $33.7M | Reduce -37.3% |
| AAPL Apple Inc. | 1.77% | 120,788 | $30.7M | Reduce -7.6% |
| ILCG iShares Morningstar Growth E | 1.49% | 270,806 | $25.9M | Reduce -26.5% |
| AVGO Broadcom Inc. | 1.43% | 80,067 | $24.8M | Add +0.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.31% | 389,812 | $22.7M | Add +386.0% |
| IWF iShares Russell 1000 Growth | 1.21% | 49,314 | $21.0M | Reduce -1.2% |
| USIG iShares Broad Usd Investment | 1.06% | 358,233 | $18.4M | Add +21.0% |
| GOOGL Alphabet Inc. Class A | 1.04% | 62,754 | $18.0M | Reduce -14.5% |
| IXUS iShares Core Intl Stock ETF | 1.00% | 199,872 | $17.3M | Reduce -3.5% |
| MBB iShares MBS ETF | 0.97% | 176,215 | $16.7M | Add +145.6% |
| IJR iShares Core S&P Small-Cap E | 0.91% | 127,395 | $15.8M | Reduce -8.1% |
| COST Costco Wholesale Corp. | 0.86% | 15,006 | $15.0M | Reduce -9.9% |
| MSFT Microsoft Corp. | 0.86% | 40,121 | $14.9M | Reduce -7.5% |
| IJH iShares Core S&P Midcap ETF | 0.84% | 215,447 | $14.5M | Reduce -26.3% |
| NVDA Nvidia Corp. | 0.78% | 77,315 | $13.5M | Reduce -0.8% |
| TLH iShares 10-20 Year Treasury | 0.76% | 131,421 | $13.2M | Add +369.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 81,843 | $13.1M | Reduce -2.5% |
| GRID First TRST Nasd Class Edg Sgiif | 0.75% | 79,446 | $13.0M | Add +286.9% |
| IEMG iShares Core MSCI Emerging | 0.75% | 186,059 | $13.0M | Reduce -43.4% |
| XLK SS Technology Select Sector | 0.70% | 91,237 | $12.1M | Reduce -43.3% |
| MCK McKesson Corp. | 0.68% | 13,599 | $11.8M | Reduce -3.6% |
| ORLY O'reilly Automotive Inc. | 0.66% | 124,008 | $11.4M | Reduce -0.5% |
| GOVT iShares US Treasury Bond ETF | 0.65% | 489,638 | $11.2M | Reduce -64.7% |
| DFLV Dim US Large Cap Value ETF | 0.64% | 312,637 | $11.2M | New |
| BND Vanguard Total Bond Market | 0.64% | 150,734 | $11.1M | Reduce -2.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.64% | 93,105 | $11.0M | Add +293.7% |
| VT Vanguard Tot World STK ETF | 0.64% | 79,826 | $11.0M | Reduce -68.9% |
| THRO iShares U.S. Thematic Rotati | 0.63% | 299,739 | $10.9M | Add +380.2% |
| CACI Caci International Inc. Class A | 0.62% | 19,701 | $10.7M | Reduce -3.3% |
| PWR Quanta Services Inc. | 0.60% | 19,002 | $10.4M | Reduce -2.8% |
| WM Waste Management Inc. | 0.60% | 45,191 | $10.4M | Reduce -0.5% |
| LIN Linde PLC | 0.57% | 20,012 | $9.9M | Add +0.7% |
| AMZN Amazon.com Inc. | 0.57% | 47,232 | $9.8M | Reduce -4.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.56% | 124,353 | $9.8M | Reduce -58.4% |
| MA Mastercard Inc. Class A | 0.56% | 19,499 | $9.7M | Reduce -6.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.56% | 198,892 | $9.7M | Reduce -55.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.55% | 115,955 | $9.6M | Add +373.4% |
| HUBB Hubbell Inc. | 0.55% | 19,452 | $9.5M | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 0.54% | 15,722 | $9.4M | Add +2.6% |
| IWL iShares Russell Top 200 ETF | 0.54% | 57,791 | $9.3M | Reduce -55.3% |
| DFAT Dimensional US Target Value | 0.53% | 147,118 | $9.2M | Add +0.2% |
| NFLX Netflix Inc. | 0.51% | 91,234 | $8.8M | Reduce -4.2% |
| OEF iShares S&P 100 ETF | 0.50% | 27,091 | $8.6M | Reduce -2.1% |
| XLF SS Financial Select Sector | 0.50% | 173,697 | $8.6M | Reduce -49.3% |
| HD Home Depot Inc. | 0.49% | 25,950 | $8.5M | Reduce -6.9% |
| J Jacobs Solutions Inc. | 0.48% | 65,587 | $8.3M | Add +2.4% |
| XLV SS Health Care Select Sector | 0.46% | 54,632 | $8.0M | Reduce -56.2% |
| XCEM Columbia Em Core Ex-China | 0.46% | 194,705 | $7.9M | Reduce -10.5% |
| GD General Dynamics Corp. | 0.45% | 22,756 | $7.8M | Add +14.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 17,813 | $7.8M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.45% | 13,559 | $7.8M | Reduce -14.0% |
| RL Ralph Lauren Corp. | 0.42% | 21,390 | $7.4M | Add +12.3% |
| INTU Intuit Inc. | 0.42% | 16,975 | $7.3M | Reduce -5.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.41% | 75,149 | $7.1M | Reduce -2.0% |
| AYI Acuity Inc. | 0.41% | 25,069 | $7.0M | Reduce -1.5% |
| CAT Caterpillar Inc. | 0.39% | 9,613 | $6.8M | Reduce -3.0% |
| SCHF Schwab Intl Equity ETF | 0.39% | 273,337 | $6.8M | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 0.39% | 22,874 | $6.7M | Reduce -7.4% |
| APH Amphenol Corp. Class A | 0.37% | 51,304 | $6.5M | Add +12.1% |
| PEP Pepsico Inc. | 0.37% | 40,832 | $6.3M | Reduce -4.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.36% | 28,764 | $6.2M | Reduce -11.0% |
| IWM iShares Russell 2000 ETF | 0.35% | 24,216 | $6.0M | Reduce -4.4% |
| AIQ Global X Art Intel & Tech | 0.34% | 127,047 | $5.9M | Add +7.6% |
| LLY Eli Lilly & Co. | 0.34% | 6,435 | $5.9M | Reduce -10.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 10,183 | $5.9M | Reduce -4.0% |
| ISCG iShares Morningstar Small-Ca | 0.33% | 105,477 | $5.8M | Reduce -1.1% |
| ESGU iShares ESG Aware MSCI USA | 0.33% | 39,930 | $5.6M | Add +20.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 20,584 | $5.4M | Reduce -3.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 70,956 | $5.3M | Reduce -14.0% |
| CVX Chevron Corp. | 0.29% | 24,531 | $5.1M | Reduce -2.8% |
| EFA iShares MSCI Eafe ETF | 0.29% | 52,202 | $5.1M | Reduce -25.1% |
| ABBV Abbvie Inc. | 0.29% | 23,152 | $5.0M | Reduce -3.7% |
| ICE Intercontinental Exchange Inc. | 0.28% | 31,210 | $4.9M | Add +6.3% |
| LMT Lockheed Martin Corp. | 0.26% | 7,426 | $4.5M | Reduce -2.3% |
| MUNI PIMCO Intermediate Municipal | 0.25% | 82,458 | $4.3M | Reduce -3.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.24% | 35,397 | $4.2M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.24% | 17,108 | $4.2M | Reduce -10.7% |
| PG The Procter & Gamble Co. | 0.24% | 28,839 | $4.2M | Reduce -18.2% |
| XLE SS Energy Select Sector | 0.24% | 67,068 | $4.1M | Reduce -62.8% |
| GWW WW Grainger Inc. | 0.23% | 3,644 | $4.0M | Reduce -18.0% |
| MCD McDonald's Corp. | 0.23% | 12,651 | $3.9M | Reduce -2.3% |
| IWD iShares Russell 1000 Value E | 0.22% | 17,958 | $3.8M | Reduce -5.4% |
| ACWI iShares MSCI Acwi ETF | 0.21% | 26,673 | $3.7M | Reduce -2.3% |
| NEE Nextera Energy Inc. | 0.21% | 38,979 | $3.6M | Add +0.7% |
| LOW Lowe's Cos Inc. | 0.20% | 14,698 | $3.5M | Add +0.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 31,010 | $3.5M | Reduce -9.3% |
| MS Morgan Stanley | 0.19% | 20,495 | $3.4M | Add +0.1% |
| INMU iShares Intermediate Muni Inc. | 0.19% | 140,269 | $3.4M | Add +3.9% |
| IGRO iShares Intl Div Growth ETF | 0.19% | 38,577 | $3.2M | Add +0.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.18% | 27,001 | $3.2M | Reduce -0.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.18% | 10,488 | $3.2M | Reduce -0.3% |
Options reported separately and not counted above: AAPL puts ($1.9M), NVDA puts ($331K), COST puts ($299K), VO puts ($258K), GPN puts ($229K).
Portfolio Sells Q4 2025 → Q1 2026
| VXUS Vanguard Total Intl Stock | Reduce -61.6% | 2.36% | −3.45 |
| VT Vanguard Tot World STK ETF | Reduce -68.9% | 0.64% | −1.39 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -41.8% | 1.97% | −1.27 |
| GOVT iShares US Treasury Bond ETF | Reduce -64.7% | 0.65% | −1.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -37.3% | 1.95% | −0.98 |
| IAGG iShares Intl Aggregate Bond | Reduce -81.8% | 0.16% | −0.70 |
| IWL iShares Russell Top 200 ETF | Reduce -55.3% | 0.54% | −0.70 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -58.4% | 0.56% | −0.65 |
| ILCG iShares Morningstar Growth E | Reduce -26.5% | 1.49% | −0.65 |
| XLV SS Health Care Select Sector | Reduce -56.2% | 0.46% | −0.62 |
| XLK SS Technology Select Sector | Reduce -43.3% | 0.70% | −0.59 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -55.3% | 0.56% | −0.56 |
| XLF SS Financial Select Sector | Reduce -49.3% | 0.50% | −0.55 |
| IEMG iShares Core MSCI Emerging | Reduce -43.4% | 0.75% | −0.49 |
| MSFT Microsoft Corp. | Reduce -7.5% | 0.86% | −0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -14.5% | 1.04% | −0.24 |
| INTU Intuit Inc. | Reduce -5.2% | 0.42% | −0.24 |
| IJH iShares Core S&P Midcap ETF | Reduce -26.3% | 0.84% | −0.24 |
| AAPL Apple Inc. | Reduce -7.6% | 1.77% | −0.21 |
| XLE SS Energy Select Sector | Reduce -62.8% | 0.24% | −0.21 |
| IWB iShares Russell 1000 ETF | Reduce -2.1% | 5.09% | −0.18 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -51.3% | 0.15% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -14.0% | 0.45% | −0.13 |
| AJG Arthur J Gallagher & Co. | Reduce -11.0% | 0.36% | −0.11 |
| AYI Acuity Inc. | Reduce -1.5% | 0.41% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 1.21% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -6.1% | 0.56% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -10.7% | 0.34% | −0.09 |
| EFA iShares MSCI Eafe ETF | Reduce -25.1% | 0.29% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -4.2% | 0.57% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -7.4% | 0.39% | −0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -76.9% | 0.02% | −0.05 |
| V Visa Inc. Class A | Reduce -27.2% | 0.09% | −0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -50.1% | 0.05% | −0.05 |
| ACN Accenture PLC Class A | Reduce -5.2% | 0.12% | −0.04 |
| HD Home Depot Inc. | Reduce -6.9% | 0.49% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.2% | 0.45% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -18.2% | 0.24% | −0.04 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -10.9% | 0.12% | −0.04 |
| IWP iShares Russell Mid-Cap Grow | Reduce -15.2% | 0.17% | −0.04 |
| NVDA Nvidia Corp. | Reduce -0.8% | 0.78% | −0.03 |
| OEF iShares S&P 100 ETF | Reduce -2.1% | 0.50% | −0.03 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -14.0% | 0.31% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -29.6% | 0.06% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -31.0% | 0.05% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -22.6% | 0.11% | −0.03 |
| BX Blackstone Inc. | Reduce -57.9% | 0.01% | −0.03 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| DFAI Dimensional International Co. | Add +322.4% | 7.84% | +6.08 |
| DFAE Dimensional Emerging Core Eq | Add +316.4% | 4.26% | +3.31 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +386.0% | 1.31% | +1.04 |
| IVV iShares Core S&P 500 ETF | Add +15.6% | 6.32% | +0.77 |
| DFLV Dim US Large Cap Value ETF | New | 0.64% | +0.64 |
| TLH iShares 10-20 Year Treasury | Add +369.9% | 0.76% | +0.61 |
| MBB iShares MBS ETF | Add +145.6% | 0.97% | +0.58 |
| GRID First TRST Nasd Class Edg Sgiif | Add +286.9% | 0.75% | +0.57 |
| IVE iShares S&P 500 Value ETF | Add +30.4% | 1.95% | +0.50 |
| THRO iShares U.S. Thematic Rotati | Add +380.2% | 0.63% | +0.49 |
| IEI iShares 3-7 Year Treasury Bo | Add +293.7% | 0.64% | +0.48 |
| FBND Fidelity Total Bond ETF | Add +6.0% | 5.98% | +0.47 |
| SHY iShares 1-3 Year Treasury Bo | Add +373.4% | 0.55% | +0.44 |
| USIG iShares Broad Usd Investment | Add +21.0% | 1.06% | +0.20 |
| AGG iShares Core U.S. Aggregate | Add +3.2% | 3.56% | +0.20 |
| LIN Linde PLC | Add +0.7% | 0.57% | +0.10 |
| GD General Dynamics Corp. | Add +14.6% | 0.45% | +0.08 |
| ESGU iShares ESG Aware MSCI USA | Add +20.4% | 0.33% | +0.05 |
| RL Ralph Lauren Corp. | Add +12.3% | 0.42% | +0.05 |
| DFAT Dimensional US Target Value | Add +0.2% | 0.53% | +0.04 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.21% | +0.04 |
| TXN Texas Instruments Inc. | Add +7.2% | 0.17% | +0.03 |
| APH Amphenol Corp. Class A | Add +12.1% | 0.37% | +0.03 |
| CDNS Cadence Design SYS Inc. | New | 0.03% | +0.03 |
| BRTR iShares Total Return Act ETF | Add +15.8% | 0.14% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +6.3% | 0.28% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +5.0% | 0.12% | +0.02 |
| ECL Ecolab Inc. | Add +12.4% | 0.11% | +0.02 |
| HON Honeywell International Inc. | New | 0.01% | +0.01 |
| IAUM iShares Gold Trust Micro | Add +53.0% | 0.03% | +0.01 |
| HSY The Hershey Co. | New | 0.01% | +0.01 |
| ITW Illinois Tool Works | Add +2.2% | 0.14% | +0.01 |
| TMUS T-Mobile US Inc. | Add +6.7% | 0.11% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| TGT Target Corp. | New | 0.01% | +0.01 |
| INMU iShares Intermediate Muni Inc. | Add +3.9% | 0.19% | +0.01 |
| FMAR FT Vest US Equity Buffer ETF | Add +10.5% | 0.08% | +0.01 |
| BUFY Ftvest Lddrdintlmod Buff ETF | Add +17.3% | 0.06% | +0.01 |
| PYLD PIMCO Multisector Bond Actv | Add +39.6% | 0.04% | +0.01 |
| GLD SPDR Gold Shares | Add +10.1% | 0.05% | +0.01 |
| IGRO iShares Intl Div Growth ETF | Add +0.9% | 0.19% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +15.1% | 0.08% | +0.01 |
| FJAN FT Vest U.S. Equity Buffer E | Add +40.9% | 0.03% | +0.01 |
| CTVA Corteva Inc. | Add +3.7% | 0.03% | +0.01 |
| KO The Coca-Cola Co. | Add +6.3% | 0.05% | +0.01 |
| J Jacobs Solutions Inc. | Add +2.4% | 0.48% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +0.3% | 0.02% | +0.01 |
| UBSI United Bankshares Inc. | Add +0.1% | 0.07% | +0.01 |
| XLI SS Industrial Select Sector | Add +21.6% | 0.03% | +0.01 |
| AIQ Global X Art Intel & Tech | Add +7.6% | 0.34% | +0.01 |
Options Activity Q4 2025 → Q1 2026
| AAPL Apple Inc. | put | Add +204.2% | 7,300 | $1.9M |
| NVDA Nvidia Corp. | put | New | 1,900 | $331K |
| COST Costco Wholesale Corp. | put | New | 300 | $299K |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | put | New | 900 | $258K |
| GPN Global Payments Inc. | put | New | 3,400 | $229K |
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 |