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
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $136M | 3,484,718 |
| 2 | ISHARES TR | $109M | 167,634 |
| 3 | FIDELITY MERRIMACK STR TR | $104M | 2,269,756 |
| 4 | ISHARES TR | $88M | 247,303 |
| 5 | DIMENSIONAL ETF TRUST | $74M | 2,179,072 |
| 6 | ISHARES TR | $62M | 620,277 |
| 7 | VANGUARD STAR FDS | $41M | 529,601 |
| 8 | ISHARES TR | $34M | 376,669 |
| 9 | ISHARES TR | $34M | 160,281 |
| 10 | VANGUARD TAX-MANAGED FDS | $34M | 525,701 |
| 11 | APPLE INC | $31M | 120,788 |
| 12 | ISHARES TR | $26M | 270,806 |
| 13 | BROADCOM INC | $25M | 80,067 |
| 14 | BLACKROCK ETF TRUST | $23M | 389,812 |
| 15 | ISHARES TR | $21M | 49,314 |
| 16 | ISHARES TR | $18M | 358,233 |
| 17 | ALPHABET INC | $18M | 62,754 |
| 18 | ISHARES TR | $17M | 199,872 |
| 19 | ISHARES TR | $17M | 176,215 |
| 20 | ISHARES TR | $16M | 127,395 |
| 21 | COSTCO WHOLESALE CORPORATION | $15M | 15,006 |
| 22 | MICROSOFT CORP | $15M | 40,121 |
| 23 | ISHARES TR | $15M | 215,447 |
| 24 | NVIDIA CORPORATION | $13M | 77,315 |
| 25 | ISHARES TR | $13M | 131,421 |
| 26 | TJX COS INC NEW | $13M | 81,843 |
| 27 | FIRST TR EXCHANGE-TRADED FD | $13M | 79,446 |
| 28 | ISHARES INC | $13M | 186,059 |
| 29 | SELECT SECTOR SPDR TR | $12M | 91,237 |
| 30 | MCKESSON CORP | $12M | 13,599 |
| 31 | OREILLY AUTOMOTIVE INC | $11M | 124,008 |
| 32 | ISHARES TR | $11M | 489,638 |
| 33 | DIMENSIONAL ETF TRUST | $11M | 312,637 |
| 34 | VANGUARD BD INDEX FDS | $11M | 150,734 |
| 35 | ISHARES TR | $11M | 93,105 |
| 36 | VANGUARD INTL EQUITY INDEX F | $11M | 79,826 |
| 37 | BLACKROCK ETF TRUST | $11M | 299,739 |
| 38 | CACI INTL INC | $11M | 19,701 |
| 39 | QUANTA SVCS INC | $10M | 19,002 |
| 40 | WASTE MGMT INC DEL | $10M | 45,191 |
| 41 | LINDE PLC | $10M | 20,012 |
| 42 | AMAZON COM INC | $10M | 47,232 |
| 43 | ISHARES INC | $10M | 124,353 |
| 44 | MASTERCARD INCORPORATED | $10M | 19,499 |
| 45 | SCHWAB STRATEGIC TR | $10M | 198,892 |
| 46 | ISHARES TR | $10M | 115,955 |
| 47 | HUBBELL INC | $10M | 19,452 |
| 48 | VANGUARD INDEX FDS | $9M | 15,722 |
| 49 | ISHARES TR | $9M | 57,791 |
| 50 | DIMENSIONAL ETF TRUST | $9M | 147,118 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.