Universe · entity

McKinley Carter Wealth Services, Inc.

Institutional manager (13F) · CIK 1484265
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B
#IssuerValueShares
1DIMENSIONAL ETF TRUST$136M3,484,718
2ISHARES TR$109M167,634
3FIDELITY MERRIMACK STR TR$104M2,269,756
4ISHARES TR$88M247,303
5DIMENSIONAL ETF TRUST$74M2,179,072
6ISHARES TR$62M620,277
7VANGUARD STAR FDS$41M529,601
8ISHARES TR$34M376,669
9ISHARES TR$34M160,281
10VANGUARD TAX-MANAGED FDS$34M525,701
11APPLE INC$31M120,788
12ISHARES TR$26M270,806
13BROADCOM INC$25M80,067
14BLACKROCK ETF TRUST$23M389,812
15ISHARES TR$21M49,314
16ISHARES TR$18M358,233
17ALPHABET INC$18M62,754
18ISHARES TR$17M199,872
19ISHARES TR$17M176,215
20ISHARES TR$16M127,395
21COSTCO WHOLESALE CORPORATION$15M15,006
22MICROSOFT CORP$15M40,121
23ISHARES TR$15M215,447
24NVIDIA CORPORATION$13M77,315
25ISHARES TR$13M131,421
26TJX COS INC NEW$13M81,843
27FIRST TR EXCHANGE-TRADED FD$13M79,446
28ISHARES INC$13M186,059
29SELECT SECTOR SPDR TR$12M91,237
30MCKESSON CORP$12M13,599
31OREILLY AUTOMOTIVE INC$11M124,008
32ISHARES TR$11M489,638
33DIMENSIONAL ETF TRUST$11M312,637
34VANGUARD BD INDEX FDS$11M150,734
35ISHARES TR$11M93,105
36VANGUARD INTL EQUITY INDEX F$11M79,826
37BLACKROCK ETF TRUST$11M299,739
38CACI INTL INC$11M19,701
39QUANTA SVCS INC$10M19,002
40WASTE MGMT INC DEL$10M45,191
41LINDE PLC$10M20,012
42AMAZON COM INC$10M47,232
43ISHARES INC$10M124,353
44MASTERCARD INCORPORATED$10M19,499
45SCHWAB STRATEGIC TR$10M198,892
46ISHARES TR$10M115,955
47HUBBELL INC$10M19,452
48VANGUARD INDEX FDS$9M15,722
49ISHARES TR$9M57,791
50DIMENSIONAL ETF TRUST$9M147,118
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.