Institutional Fund
Mckinley Carter Wealth Services, Inc.
Wheeling, WVCIK 14842655 filings on record
Portfolio Value
$1.73B
Q1 2026
Holdings
300
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-3.2%
from $1.79B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust7.8%
- Ishares Tr6.3%
- Fidelity Merrimack Str Tr6.0%
- Ishares Tr5.1%
- Dimensional ETF Trust4.3%
- Ishares Tr3.6%
- Other67.0%
Portfolio Holdings
300 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.48M | $135.76M | 7.8% | +2.66M | Added |
| 2 | Ishares Tr | 167.6K | $109.50M | 6.3% | +22.7K | Added |
| 3 | Fidelity Merrimack Str Tr | 2.27M | $103.55M | 6.0% | +129.5K | Added |
| 4 | Ishares Tr | 247.3K | $88.18M | 5.1% | −5.4K | Reduced |
| 5 | Dimensional ETF Trust | 2.18M | $73.78M | 4.3% | +1.66M | Added |
| 6 | Ishares Tr | 620.3K | $61.57M | 3.6% | +19.3K | Added |
| 7 | Vanguard Star Fds | 529.6K | $40.84M | 2.4% | −848.6K | Reduced |
| 8 | Ishares Tr | 376.7K | $34.10M | 2.0% | −270.6K | Reduced |
| 9 | Ishares Tr | 160.3K | $33.84M | 2.0% | +37.4K | Added |
| 10 | Vanguard Tax-Managed Fds | 525.7K | $33.69M | 1.9% | −312.8K | Reduced |
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