EdgeMarket › What Mckinley Carter Wealth Services, Inc. reported owning
What Mckinley Carter Wealth Services, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
305Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAI Dimensional International Core Equity Market E | 135.8M | 7.8% | 3.5M | 43.35 | +21.1% |
| IVV iShares Core S&P 500 ETF | 109.5M | 6.3% | 167.6K | 769.31 | +20.0% |
| FBND Fidelity Total Bond ETF | 103.5M | 6.0% | 2.3M | 44.90 | -2.1% |
| IWB iShares Russell 1000 ETF | 88.2M | 5.1% | 247.3K | 419.69 | +19.8% |
| DFAE Dimensional Emerging Core Equity Market ETF | 73.8M | 4.3% | 2.2M | 39.49 | +32.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 61.6M | 3.5% | 620.3K | 97.35 | -1.7% |
| VXUS Vanguard Total International Stock ETF | 40.8M | 2.4% | 529.6K | 87.71 | +22.7% |
| IEFA iShares Core MSCI EAFE ETF | 34.1M | 2.0% | 376.7K | 100.85 | +16.8% |
| IVE iShares S&P 500 Value ETF | 33.8M | 2.0% | 160.3K | 237.24 | +17.6% |
| VEA Vanguard FTSE Developed Markets ETF | 33.7M | 1.9% | 525.7K | 73.42 | +24.7% |
| AAPL Apple Inc. | 30.7M | 1.8% | 120.8K | 309.35 | +36.9% |
| ILCG iShares Morningstar Large-Cap Growth ETF | 25.9M | 1.5% | 270.8K | 114.86 | +15.6% |
| AVGO Broadcom Inc. | 24.8M | 1.4% | 80.1K | 368.45 | +26.5% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 22.7M | 1.3% | 389.8K | 69.08 | +22.3% |
| IWF iShares Russell 1000 Growth Fund | 21.0M | 1.2% | 49.3K | 122.39 | +11.2% |
| USIG iShares Broad USD Investment Grade Corporate B | 18.4M | 1.1% | 358.2K | 50.20 | -2.6% |
| GOOGL Alphabet Inc. | 18.0M | 1.0% | 62.8K | 344.82 | +73.0% |
| IXUS iShares Core MSCI Total International Stock ET | 17.3M | 1.0% | 199.9K | 97.94 | +22.5% |
| MBB iShares MBS ETF | 16.7M | 1.0% | 176.2K | 93.12 | -0.6% |
| IJR iShares Core S&P Small-Cap ETF | 15.8M | 0.9% | 127.4K | 147.31 | +29.0% |
| COST COSTCO WHOLESALE CORP /NEW | 15.0M | 0.9% | 15.0K | 947.74 | -4.7% |
| MSFT MICROSOFT CORP | 14.9M | 0.9% | 40.1K | 483.24 | -4.4% |
| IJH iShares Core S&P Mid-Cap ETF | 14.5M | 0.8% | 215.4K | 76.77 | +20.8% |
| NVDA NVIDIA CORP | 13.5M | 0.8% | 77.3K | 214.72 | +22.4% |
| TLH iShares 10-20 Year Treasury Bond ETF | 13.2M | 0.8% | 131.4K | 96.69 | -4.0% |
| TJX TJX COMPANIES INC /DE/ | 13.1M | 0.8% | 81.8K | 140.53 | +1.6% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infra | 13.0M | 0.7% | 79.4K | 180.93 | +27.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 13.0M | 0.7% | 186.1K | 81.57 | +31.9% |
| XLK State Street Technology Select Sector SPDR ETF | 12.1M | 0.7% | 91.2K | 183.31 | +41.1% |
| MCK MCKESSON CORP | 11.8M | 0.7% | 13.6K | 858.90 | +22.2% |
| ORLY O REILLY AUTOMOTIVE INC | 11.4M | 0.7% | 124.0K | 89.11 | -14.3% |
| GOVT iShares U.S. Treasury Bond ETF | 11.2M | 0.6% | 489.6K | 22.45 | -2.0% |
| DFLV Dimensional US Large Cap Value ETF | 11.2M | 0.6% | 312.6K | 42.01 | +31.1% |
| BND Vanguard Total Bond Market ETF | 11.1M | 0.6% | 150.7K | 72.23 | -1.8% |
| IEI iShares 3-7 Year Treasury Bond ETF | 11.0M | 0.6% | 93.1K | 116.41 | -2.1% |
| VT Vanguard Total World Stock Index ETF | 11.0M | 0.6% | 79.8K | 160.77 | +21.2% |
| THRO iShares U.S. Thematic Rotation Active ETF | 10.9M | 0.6% | 299.7K | 43.61 | +19.9% |
| CACI CACI INTERNATIONAL INC /DE/ | 10.7M | 0.6% | 19.7K | 647.39 | +33.0% |
| PWR QUANTA SERVICES, INC. | 10.4M | 0.6% | 19.0K | 639.34 | +70.1% |
| WM WASTE MANAGEMENT INC | 10.4M | 0.6% | 45.2K | 224.06 | -2.6% |
| LIN LINDE PLC | 9.9M | 0.6% | 20.0K | 487.57 | +1.1% |
| AMZN AMAZON COM INC | 9.8M | 0.6% | 47.2K | 258.63 | +15.6% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 9.8M | 0.6% | 124.4K | 97.80 | +53.2% |
| MA Mastercard Inc | 9.7M | 0.6% | 19.5K | 580.63 | -2.0% |
| FNDF Schwab Fundamental International Equity ETF | 9.7M | 0.6% | 198.9K | 55.84 | +32.1% |
| SHY iShares 1-3 Year Treasury Bond ETF | 9.6M | 0.6% | 116.0K | 82.00 | -0.9% |
| HUBB HUBBELL INC | 9.5M | 0.6% | 19.5K | 470.03 | +9.3% |
| VOO Vanguard S&P 500 ETF | 9.4M | 0.5% | 15.7K | 703.71 | +20.0% |
| IWL iShares Russell Top 200 ETF | 9.3M | 0.5% | 57.8K | 189.35 | +19.7% |
| DFAT Dimensional U.S. Targeted Value ETF | 9.2M | 0.5% | 147.1K | 71.67 | +26.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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