Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McKinley Carter Wealth Services, Inc. (CIK 1484265) reported $1.73B across 295 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAI ($135.8M, 7.83%), IVV ($109.5M, 6.31%), FBND ($103.5M, 5.97%), IWB ($88.2M, 5.08%), DFAE ($73.8M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $135.8M | 7.83% | 3.5M | Added |
| 2 | IVV | ISHARES TR | $109.5M | 6.31% | 167,634 | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $103.5M | 5.97% | 2.3M | Added |
| 4 | IWB | ISHARES TR | $88.2M | 5.08% | 247,303 | Trimmed |
| 5 | DFAE | DIMENSIONAL ETF TRUST | $73.8M | 4.25% | 2.2M | Added |
| 6 | AGG | ISHARES TR | $61.6M | 3.55% | 620,277 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $40.8M | 2.35% | 529,601 | Trimmed |
| 8 | IEFA | ISHARES TR | $34.1M | 1.97% | 376,669 | Trimmed |
| 9 | IVE | ISHARES TR | $33.8M | 1.95% | 160,281 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $33.7M | 1.94% | 525,701 | Trimmed |
| 11 | AAPL | APPLE INC | $32.5M | 1.87% | 128,088 | Trimmed |
| 12 | ILCG | ISHARES TR | $25.9M | 1.49% | 270,806 | Trimmed |
| 13 | AVGO | BROADCOM INC | $24.8M | 1.43% | 80,067 | Added |
| 14 | DYNF | BLACKROCK ETF TRUST | $22.7M | 1.31% | 389,812 | Added |
| 15 | IWF | ISHARES TR | $21.0M | 1.21% | 49,314 | Trimmed |
| 16 | USIG | ISHARES TR | $18.4M | 1.06% | 358,233 | Added |
| 17 | GOOGL | ALPHABET INC | $18.0M | 1.04% | 62,754 | Trimmed |
| 18 | IXUS | ISHARES TR | $17.3M | 1.00% | 199,872 | Trimmed |
| 19 | MBB | ISHARES TR | $16.7M | 0.96% | 176,215 | Added |
| 20 | IJR | ISHARES TR | $15.8M | 0.91% | 127,395 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $15.3M | 0.88% | 15,306 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $14.9M | 0.86% | 40,121 | Trimmed |
| 23 | IJH | ISHARES TR | $14.5M | 0.84% | 215,447 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $13.8M | 0.80% | 79,215 | Added |
| 25 | TLH | ISHARES TR | $13.2M | 0.76% | 131,421 | Added |
Source: SEC Form 13F filings · as of 2026-03-31