McKinley Carter Wealth Services, Inc.

Registered adviser

CIK

1484265

Location

WHEELING, WV

Portfolio Value

Mid $1,290,054,193

Diversification

Diversified

Filing Date

Global Rank

#2,080 / 8,807 ▼ 106 · as of Jun 2026

Top Industry

Semiconductors 12.8%

Period ended 20 days ago

Filed Oct 16, 2026 · 4d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 135184

Roster of Oct 1, 2026

Regulatory AUM

$2,306,284,068

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,306,284,068	Individuals and high net worth (95%)
Apr 2025 to Mar 2026	$2,532,619,554	Individuals and high net worth (81%)
Apr 2024 to Mar 2025	$2,260,993,682	Individuals and high net worth (81%)
May 2023 to Mar 2024	$1,904,927,360	Individuals and high net worth (84%)
Apr 2023	$1,904,927,360	Individuals and high net worth (84%)
Apr 2022 to Mar 2023	$2,094,889,548	Individuals and high net worth (86%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.7%, 15.6 effective positions, active share 69.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

34.3% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.8 quarters (12+), a floor since 21.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 69.1%; sector active share 51.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

316 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.2%

+1.8 pts

Top 5

41.5%

+1.5 pts

Top 10

53.9%

+1.1 pts

HHI

714

Diversified+76

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.5%	$806,736,660	184
Technology	13.3%	$172,072,153	25
Industrials	5.1%	$66,249,520	19
Consumer Cyclical	4.2%	$54,032,182	13
Financial Services	3.8%	$48,665,501	25
Healthcare	3.5%	$45,429,971	16
Communication Services	3.1%	$40,614,680	7
Consumer Defensive	2.2%	$28,213,448	9
Basic Materials	1.0%	$12,962,748	4
Utilities	0.7%	$8,623,849	9
Energy	0.4%	$5,728,932	3
Real Estate	0.1%	$724,549	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFLV	Dimensional US Large Cap Value ETF	+631,202	969,757	$38,955,138
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+264,461	345,853	$17,185,435
IWL	iShares Russell Top 200 ETF	+198,020	251,267	$0
DFAI	Dimensional International Core Equity Market ETF	+117,247	3,754,685	$155,556,598
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+103,824	259,729	$18,219,989
FBND	Fidelity Total Bond ETF	+76,809	2,523,780	$109,279,674
BRTR		+54,766	106,511	$5,095,379
APH	Amphenol Corp /De/	+53,928	108,060	$9,109,458
INMU		+46,952	189,572	$4,339,303
DFAE	Dimensional Emerging Core Equity Market ETF	+30,675	2,330,327	$91,605,154
CMCSA	Comcast Corp	+10,899	55,924	$1,216,906
BUFY	FT Vest Laddered International Moderate Buffer ETF	+9,182	58,133	$1,379,496
AIQ	Global X Artificial Intelligence & Technology ETF	+7,381	134,773	$0
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+7,259	71,597	$4,403,215
AGG	iShares Core U.S. Aggregate Bond ETF	+5,503	657,700	$0
GJUL	FT Vest U.S. Equity Moderate Buffer ETF - July	+4,028	13,889	$618,961
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+3,444	418,125	$28,959,337
C	Citigroup Inc	+3,091	46,131	$5,973,041
GJAN	FT Vest U.S. Equity Moderate Buffer ETF - January	+2,940	13,861	$638,971
EMXC	iShares MSCI Emerging Markets ex China ETF	+2,898	127,465	$12,629,232
ES	Eversource Energy	+2,791	41,351	$2,653,080
IVV	iShares Core S&P 500 ETF	+2,611	174,406	$0
MDLZ	Mondelez International, Inc.	+2,594	32,138	$1,858,219
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+2,541	37,646	$3,785,305
NVDA	Nvidia Corp	+2,510	96,885	$22,126,596
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IVE	iShares S&P 500 Value ETF	−107,753	54,798	$0
IWB	iShares Russell 1000 ETF	−87,456	161,976	$0
NFLX	Netflix Inc	−82,406	9,670	$672,838
TLH	iShares 10-20 Year Treasury Bond ETF	−14,396	152,078	$0
IAUM	iShares Gold Trust Micro	−12,635	4,995	$206,892
GOVT	iShares U.S. Treasury Bond ETF	−12,475	75,022	$0
VXUS	Vanguard Total International Stock ETF	−11,983	507,627	$43,127,989
IEI	iShares 3-7 Year Treasury Bond ETF	−9,606	109,421	$0
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	−9,114	44,227	$0
SCHF	Schwab International Equity ETF	−5,959	260,496	$7,155,825
IWF	iShares Russell 1000 Growth ETF	−4,895	192,118	$0
SHY	iShares 1-3 Year Treasury Bond ETF	−4,702	150,751	$0
IXUS	iShares Core MSCI Total International Stock ETF	−4,691	184,435	$0
FNDF	Schwab Fundamental International Equity ETF	−4,375	189,489	$10,185,033
VO	VANGUARD MID-CAP INDEX FUND	−3,780	16,626	$1,303,810
IEFA	iShares Core MSCI EAFE ETF	−3,739	364,714	$0
IAGG	iShares Core International Aggregate Bond ETF	−3,726	17,827	$0
ACWI	iShares MSCI ACWI ETF	−3,375	15,713	$0
J	Jacobs Solutions Inc.	−3,257	11,302	$1,528,821
EFA	iShares MSCI EAFE ETF	−2,964	46,314	$0
AAPL	Apple Inc.	−2,864	117,407	$39,098,879
ILCG	iShares Morningstar Growth ETF	−2,740	276,452	$0
VEA	Vanguard FTSE Developed Markets ETF	−2,575	529,193	$37,366,317
RSPM	Victory Portfolios II	−2,556	18,183	$0
MBB	iShares MBS ETF	−2,485	206,345	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
TER	Teradyne, Inc	19,318	$7,744,779
SPCX	Space Exploration Technologies Corp	18,576	$2,802,375
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	11,800	$703,044
PLTR	Palantir Technologies Inc.	1,797	$336,128
CRWD	CrowdStrike Holdings, Inc.	1,193	$315,846
MPC	Marathon Petroleum Corp	660	$260,977
MFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF	3,756	$243,426
MU	Micron Technology Inc	190	$202,370
QMLS	QumulusAI, Inc.	23,110	$149,752
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	10,641	$1,454,837
—		23,866	$814,307
UFO	Procure Space ETF	14,663	$742,974
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	25,467	$404,415
ROBO	ROBO Global Robotics and Automation Index ETF	4,051	$347,008
VZ	Verizon Communications Inc	7,730	$327,288
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	4,272	$323,134
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	2,938	$232,190
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	1,920	$209,491
AXP	American Express Co	600	$202,950
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

316 tracked positions · $1,290,054,193 total · filing declares 330 positions · $1,964,320,443 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 316 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAI	Dimensional International Core Equity Market ETF	Added	3,754,685	+117,247	$155,556,598	+3.7%	12.06%
FBND	Fidelity Total Bond ETF	Added	2,523,780	+76,809	$109,279,674	−1.8%	8.47%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	2,330,327	+30,675	$91,605,154	−0.9%	7.10%
VXUS	Vanguard Total International Stock ETF	Reduced	507,627	-11,983	$43,127,989	−2.9%	3.34%
AAPL	Apple Inc. PUT + SHARES Technology	Reduced	124,007	-3,564	$41,296,811	+11.9%	3.20%
DFLV	Dimensional US Large Cap Value ETF	Added	969,757	+631,202	$38,955,138	+191.0%	3.02%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	529,193	-2,575	$37,366,317	−1.4%	2.90%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	418,125	+3,444	$28,959,337	+2.7%	2.24%
AVGO	Broadcom Inc. PUT + SHARES Technology	Added	78,146	+754	$27,444,093	−6.1%	2.13%
GOOGL	Alphabet Inc. Communication Services	Added	74,577	+831	$25,660,454	−2.6%	1.99%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	98,785	+2,510	$22,560,518	+17.1%	1.75%
MSFT	Microsoft Corp Technology	Reduced	40,884	-465	$20,969,403	+36.0%	1.63%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	259,729	+103,824	$18,219,989	+59.2%	1.41%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	89,110	-704	$17,443,282	+1.9%	1.35%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Added	345,853	+264,461	$17,185,435	+301.4%	1.33%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Reduced	84,381	-727	$14,944,718	−8.4%	1.16%
LLY	ELI LILLY & Co PUT + SHARES Healthcare	Added	12,587	+1,031	$14,564,165	+5.1%	1.13%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	89,322	-375	$14,099,476	+0.2%	1.09%
COST	Costco Wholesale Corp /New PUT + SHARES Consumer Defensive	Added	15,437	+30	$14,052,918	−2.5%	1.09%
THRO		Added	317,057	+2,421	$13,944,166	+2.8%	1.08%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	127,465	+2,898	$12,629,232	−0.9%	0.98%
CACI	Caci International Inc /De/ Technology	Reduced	20,052	-62	$12,213,873	+31.1%	0.95%
PWR	Quanta Services, Inc. Industrials	Reduced	18,227	-185	$11,711,029	−11.7%	0.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	46,829	-276	$11,667,445	+3.9%	0.90%
MCK	Mckesson Corp Healthcare	Added	13,654	+25	$11,657,921	+13.2%	0.90%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	81,113	-199	$10,732,061	−12.9%	0.83%
VOO	VANGUARD 500 INDEX FUND	Reduced	15,247	-395	$10,686,012	−0.5%	0.83%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	125,017	-295	$10,677,701	−7.5%	0.83%
MA	Mastercard Inc Financial Services	Added	19,275	+118	$10,629,584	+8.0%	0.82%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	153,938	-1,066	$10,227,640	−5.6%	0.79%
FNDF	Schwab Fundamental International Equity ETF	Reduced	189,489	-4,375	$10,185,033	−0.4%	0.79%
XCEM	Columbia EM Core ex-China ETF	Added	198,073	+582	$10,182,932	−2.5%	0.79%
META	Meta Platforms, Inc. Communication Services	Added	13,760	+125	$9,978,476	+29.9%	0.77%
LIN	Linde PLC Basic Materials	Added	20,745	+311	$9,846,614	−7.1%	0.76%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	104,643	-510	$9,429,380	+4.1%	0.73%
WM	Waste Management Inc Industrials	Added	46,186	+403	$9,418,249	−7.7%	0.73%
APH	Amphenol Corp /De/ Technology	Added	108,060	+53,928	$9,109,458	−52.3%	0.71%
DELL	Dell Technologies Inc. Technology	Added	16,702	+1,222	$8,984,840	+34.5%	0.70%
HUBB	Hubbell Inc Industrials	Added	19,565	+45	$8,874,684	−13.1%	0.69%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	49,014	-900	$8,254,937	+4.2%	0.64%
CAT	Caterpillar Inc Industrials	Reduced	10,020	-7	$8,124,115	−23.9%	0.63%
RL	Ralph Lauren Corp Consumer Cyclical	Added	22,539	+387	$8,002,922	−10.0%	0.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	23,502	+201	$7,775,166	+1.9%	0.60%
TER	Teradyne, Inc Technology	NEW	19,318	NEW	$7,744,779	NEW	0.60%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Reduced	76,415	-1,406	$7,727,848	+1.1%	0.60%
GD	General Dynamics Corp Industrials	Added	22,022	+833	$7,307,560	−2.6%	0.57%
SCHF	Schwab International Equity ETF	Reduced	260,496	-5,959	$7,155,825	−3.0%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	9,372	-669	$6,933,124	−6.2%	0.54%
AMD	Advanced Micro Devices Inc Technology	Added	10,948	+1	$6,697,548	+5.3%	0.52%
ABBV	AbbVie Inc. Healthcare	Added	23,745	+122	$6,211,454	+4.5%	0.48%

Showing the top 50 of 316 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.