McKinley Carter Wealth Services, Inc.: 13F holdings
CIK 14842652026Q2
| Positions | 317 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 317 (+17 vs prior quarter) |
|---|
| Reported value | $1.9bn (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFAI DIMENSIONAL ETF TRUST | 3,637,438 | $150.0m | 7.7% |
| IVV ISHARES TR | 171,795 | $128.7m | 6.6% |
| FBND FIDELITY MERRIMACK STR TR | 2,446,971 | $111.3m | 5.7% |
| IWB ISHARES TR | 249,432 | $102.1m | 5.3% |
| DFAE DIMENSIONAL ETF TRUST | 2,299,652 | $92.5m | 4.8% |
| AGG ISHARES TR | 652,197 | $64.6m | 3.3% |
| VXUS VANGUARD STAR FDS | 519,610 | $44.4m | 2.3% |
| VEA VANGUARD TAX-MANAGED FDS | 531,768 | $37.9m | 2.0% |
| IVE ISHARES TR | 162,551 | $36.9m | 1.9% |
| IEFA ISHARES TR | 368,453 | $35.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1484265")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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