Holders — by stockHoldings — by fund
McKinley Carter Wealth Services, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001484265
$1.94B
disclosed book value
317
positions
7.7%
largest position share
Positions, as of 2026-06-30
top 100 of 317 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFAIDIMENSIONAL ETF TRUST | 3.6M | $150.0M | 7.7% |
| 2 | IVVISHARES TR | 171,795 | $128.7M | 6.6% |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 2.4M | $111.3M | 5.7% |
| 4 | IWBISHARES TR | 249,432 | $102.1M | 5.3% |
| 5 | DFAEDIMENSIONAL ETF TRUST | 2.3M | $92.5M | 4.8% |
| 6 | AGGISHARES TR | 652,197 | $64.6M | 3.3% |
| 7 | VXUSVANGUARD STAR FDS | 519,610 | $44.4M | 2.3% |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 531,768 | $37.9M | 2% |
| 9 | IVEISHARES TR | 162,551 | $36.9M | 1.9% |
| 10 | IEFAISHARES TR | 368,453 | $35.6M | 1.8% |
| 11 | AAPLAPPLE INC | 120,271 | $34.8M | 1.8% |
| 12 | ILCGISHARES TR | 279,192 | $32.7M | 1.7% |
| 13 | AVGOBROADCOM INC | 77,392 | $29.2M | 1.5% |
| 14 | DYNFBLACKROCK ETF TRUST | 414,681 | $28.2M | 1.5% |
| 15 | GOOGLALPHABET INC | 73,746 | $26.4M | 1.4% |
| 16 | IWFISHARES TR | 197,013 | $24.5M | 1.3% |
| 17 | USIGISHARES TR | 399,288 | $20.5M | 1.1% |
| 18 | MBBISHARES TR | 208,830 | $19.7M | 1% |
| 19 | IJRISHARES TR | 127,386 | $18.9M | 1% |
| 20 | NVDANVIDIA CORPORATION | 94,375 | $18.9M | 1% |
| 21 | IXUSISHARES TR | 189,126 | $18.1M | 0.9% |
| 22 | XLKSELECT SECTOR SPDR TR | 89,814 | $17.1M | 0.9% |
| 23 | TLHISHARES TR | 166,474 | $16.7M | 0.9% |
| 24 | GRIDFIRST TR EXCHANGE-TRADED FD | 85,108 | $16.3M | 0.8% |
| 25 | IJHISHARES TR | 205,971 | $15.9M | 0.8% |
| 26 | MSFTMICROSOFT CORP | 41,349 | $15.4M | 0.8% |
| 27 | IEMGISHARES INC | 182,138 | $15.1M | 0.8% |
| 28 | COSTCOSTCO WHOLESALE CORPORATION | 15,107 | $14.1M | 0.7% |
| 29 | VTVANGUARD INTL EQUITY INDEX F | 89,697 | $14.1M | 0.7% |
| 30 | IEIISHARES TR | 119,027 | $14.0M | 0.7% |
| 31 | LLYELI LILLY & CO | 11,556 | $13.9M | 0.7% |
| 32 | THROBLACKROCK ETF TRUST | 314,636 | $13.6M | 0.7% |
| 33 | DFLVDIMENSIONAL ETF TRUST | 338,555 | $13.4M | 0.7% |
| 34 | PWRQUANTA SVCS INC | 18,412 | $13.3M | 0.7% |
| 35 | SHYISHARES TR | 155,453 | $12.8M | 0.7% |
| 36 | EMXCISHARES INC | 124,567 | $12.7M | 0.7% |
| 37 | TJXTJX COS INC NEW | 81,312 | $12.3M | 0.6% |
| 38 | ORLYOREILLY AUTOMOTIVE INC | 125,312 | $11.5M | 0.6% |
| 39 | BNDVANGUARD BD INDEX FDS | 155,905 | $11.4M | 0.6% |
| 40 | AMZNAMAZON COM INC | 47,105 | $11.2M | 0.6% |
| 41 | DFATDIMENSIONAL ETF TRUST | 155,004 | $10.8M | 0.6% |
| 42 | VOOVANGUARD INDEX FDS | 15,642 | $10.7M | 0.6% |
| 43 | CATCATERPILLAR INC | 10,027 | $10.7M | 0.6% |
| 44 | LINLINDE PLC | 20,434 | $10.6M | 0.5% |
| 45 | XCEMCOLUMBIA ETF TR II | 197,491 | $10.4M | 0.5% |
| 46 | MCKMCKESSON CORP | 13,629 | $10.3M | 0.5% |
| 47 | FNDFSCHWAB STRATEGIC TR | 193,864 | $10.2M | 0.5% |
| 48 | HUBBHUBBELL INC | 19,520 | $10.2M | 0.5% |
| 49 | WMWASTE MGMT INC DEL | 45,783 | $10.2M | 0.5% |
| 50 | IWLISHARES TR | 53,247 | $9.8M | 0.5% |
| 51 | MAMASTERCARD INCORPORATED | 19,157 | $9.8M | 0.5% |
| 52 | OEFISHARES TR | 26,180 | $9.6M | 0.5% |
| 53 | APHAMPHENOL CORP | 54,132 | $9.5M | 0.5% |
| 54 | CACICACI INTL INC | 20,114 | $9.3M | 0.5% |
| 55 | VUGVANGUARD INDEX FDS | 105,153 | $9.1M | 0.5% |
| 56 | XLFSELECT SECTOR SPDR TR | 166,038 | $8.9M | 0.5% |
| 57 | RLRALPH LAUREN CORP | 22,152 | $8.9M | 0.5% |
| 58 | AIQGLOBAL X FDS | 127,392 | $8.4M | 0.4% |
| 59 | XLVSELECT SECTOR SPDR TR | 49,914 | $7.9M | 0.4% |
| 60 | METAMETA PLATFORMS INC | 13,635 | $7.7M | 0.4% |
| 61 | VYMIVANGUARD WHITEHALL FDS | 77,821 | $7.6M | 0.4% |
| 62 | JPMJPMORGAN CHASE & CO | 23,301 | $7.6M | 0.4% |
| 63 | GDGENERAL DYNAMICS CORP | 21,189 | $7.5M | 0.4% |
| 64 | QQQINVESCO QQQ TR | 10,041 | $7.4M | 0.4% |
| 65 | SCHFSCHWAB STRATEGIC TR | 266,455 | $7.4M | 0.4% |
| 66 | IWMISHARES TR | 23,903 | $7.2M | 0.4% |
| 67 | ISCGISHARES TR | 107,441 | $7.0M | 0.4% |
| 68 | DELLDELL TECHNOLOGIES INC | 15,480 | $6.7M | 0.3% |
| 69 | ESGUISHARES TR | 40,778 | $6.7M | 0.3% |
| 70 | NFLXNETFLIX INC. | 92,076 | $6.6M | 0.3% |
| 71 | AMDADVANCED MICRO DEVICES INC | 10,947 | $6.4M | 0.3% |
| 72 | VBVANGUARD INDEX FDS | 20,074 | $6.1M | 0.3% |
| 73 | CCITIGROUP INC | 43,040 | $6.0M | 0.3% |
| 74 | ABBVABBVIE INC | 23,623 | $5.9M | 0.3% |
| 75 | PEPPEPSICO INC | 41,369 | $5.6M | 0.3% |
| 76 | VEUVANGUARD INTL EQUITY INDEX F | 64,553 | $5.4M | 0.3% |
| 77 | EFAISHARES TR | 49,278 | $5.1M | 0.3% |
| 78 | BNYBANK OF NY MELLON CORP | 35,362 | $5.1M | 0.3% |
| 79 | GWWWW GRAINGER INC | 3,638 | $4.9M | 0.3% |
| 80 | JNJJOHNSON & JOHNSON | 17,271 | $4.4M | 0.2% |
| 81 | IWDISHARES TR | 17,897 | $4.3M | 0.2% |
| 82 | TXNTEXAS INSTRS INC | 14,387 | $4.3M | 0.2% |
| 83 | MUNIPIMCO ETF TR | 81,392 | $4.3M | 0.2% |
| 84 | MSMORGAN STANLEY | 20,256 | $4.2M | 0.2% |
| 85 | CVXCHEVRON CORPORATION | 25,456 | $4.2M | 0.2% |
| 86 | PGPROCTER & GAMBLE CO | 28,475 | $4.2M | 0.2% |
| 87 | LMTLOCKHEED MARTIN CORP | 7,669 | $3.9M | 0.2% |
| 88 | VBKVANGUARD INDEX FDS | 10,452 | $3.8M | 0.2% |
| 89 | EFGISHARES TR | 29,888 | $3.7M | 0.2% |
| 90 | IGROISHARES TR | 41,852 | $3.7M | 0.2% |
| 91 | IJSISHARES TR | 26,798 | $3.7M | 0.2% |
| 92 | MINTPIMCO ETF TR | 35,105 | $3.5M | 0.2% |
| 93 | NEENEXTERA ENERGY INC | 40,031 | $3.5M | 0.2% |
| 94 | INMUBLACKROCK ETF TRUST II | 142,620 | $3.5M | 0.2% |
| 95 | MCDMCDONALDS CORP | 12,776 | $3.5M | 0.2% |
| 96 | XLESELECT SECTOR SPDR TR | 64,338 | $3.4M | 0.2% |
| 97 | FNOVFIRST TR EXCHNG TRADED FD VI | 58,051 | $3.4M | 0.2% |
| 98 | LOWLOWES COS INC | 14,657 | $3.2M | 0.2% |
| 99 | MRKMERCK & CO INC | 24,973 | $3.2M | 0.2% |
| 100 | VBRVANGUARD INDEX FDS | 13,090 | $3.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.