McKinley Carter Wealth Services, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, McKinley Carter Wealth Services, Inc. held in its portfolio 294 assets valued at $1,790,251,071 (i.e. $1.79B).

The most valuable assets in the portfolio included: VANGUARD STAR FDS ($103.97M), ISHARES TR ($99.30M), and FIDELITY MERRIMACK STR TR ($98.54M).

The chart below shows the top 10 valuable assets, and the table below shows the top 294 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in McKinley Carter Wealth Services, Inc. Portfolio
VANGUARD STAR FDS
ISHARES TR
FIDELITY MERRIMACK STR TR
ISHARES TR
ISHARES TR
ISHARES TR
VANGUARD TAX-MANAGED FDS
ISHARES TR
VANGUARD INTL EQUITY INDEX F
APPLE INC
McKinley Carter Wealth Services, Inc. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
VANGUARD STAR FDS 1378198 103971246 VG TL INTL STK F
ISHARES TR 144978 99300971 CORE S&P500 ETF
FIDELITY MERRIMACK STR TR 2140215 98535516 TOTAL BD ETF
ISHARES TR 252707 94370731 RUS 1000 ETF
ISHARES TR 601023 60030183 CORE US AGGBD ET
ISHARES TR 647233 57901454 CORE MSCI EAFE
VANGUARD TAX-MANAGED FDS 838536 52383338 VAN FTSE DEV MKT
ISHARES TR 368249 38312665 MORNINGSTAR GRWT
VANGUARD INTL EQUITY INDEX F 256654 36203666 TT WRLD ST ETF
APPLE INC 130670 35524007 COM
ISHARES TR 1387013 31935984 US TREAS BD ETF
DIMENSIONAL ETF TRUST 824882 31436258 INTL CORE EQT MK
BROADCOM INC 79606 27551586 COM
ISHARES TR 122922 26068145 S&P 500 VAL ETF
ISHARES TR 49928 23630810 RUS 1000 GRW ETF
SELECT SECTOR SPDR TR 160963 23173900 STATE STREET TEC
ALPHABET INC 73432 22984089 CAP STK CL A
ISHARES INC 328977 22113819 CORE MSCI EMKT
ISHARES TR 129261 22055835 RUS TOP 200 ETF
ISHARES INC 299207 21746356 MSCI EMRG CHN
MICROSOFT CORP 43371 20974915 COM
SCHWAB STRATEGIC TR 445359 20134674 FUNDAMENTAL INTL
SELECT SECTOR SPDR TR 124830 19323686 STATE STREET HEA
ISHARES TR 292127 19280405 CORE S&P MCP ETF
SELECT SECTOR SPDR TR 342459 18756498 STATE STREET FIN
ISHARES TR 207164 17534338 CORE MSCI TOTAL
FIRST TR EXCHNG TRADED FD VI 339003 17118146 FT VEST US EQT
DIMENSIONAL ETF TRUST 523351 17045541 EMGR CRE EQT MNG
ISHARES TR 138649 16662793 CORE S&P SCP ETF
ISHARES TR 310310 15518600 CORE INTL AGGR
ISHARES TR 295969 15322291 USD INV GRDE ETF
NVIDIA CORPORATION 77912 14530498 COM
COSTCO WHSL CORP NEW 16659 14365677 COM
TJX COS INC NEW 83915 12890151 COM
INTUIT 17905 11860476 COM
MASTERCARD INCORPORATED 20762 11852420 CL A
MCKESSON CORP 14102 11568105 COM
VANGUARD BD INDEX FDS 155108 11488877 TOTAL BND MRKT
AMAZON COM INC 49281 11374937 COM
OREILLY AUTOMOTIVE INC 124581 11363020 COM
CACI INTL INC 20379 10858104 CL A
META PLATFORMS INC 15771 10410447 CL A
WASTE MGMT INC DEL 45435 9982633 COM
VANGUARD INDEX FDS 15327 9611920 S&P 500 ETF SHS
HOME DEPOT INC 27860 9586626 COM
ISHARES TR 27684 9494696 S&P 100 ETF
ACUITY INC 25444 9160798 COM
NETFLIX INC 95276 8933116 COM
HUBBELL INC 19865 8822303 COM
VANGUARD INDEX FDS 18023 8792771 GROWTH ETF
DIMENSIONAL ETF TRUST 146836 8742646 US TARGETED VLU
JACOBS SOLUTIONS INC 64048 8483800 COM
LINDE PLC 19873 8473620 SHS
GALLAGHER ARTHUR J & CO 32335 8368046 COM
COLUMBIA ETF TR II 217633 8348417 EM CORE EX ETF
QUANTA SVCS INC 19547 8249911 COM
SPDR SERIES TRUST 97710 8190352 STATE STREET SPD
SELECT SECTOR SPDR TR 180363 8064009 STATE STREET ENE
JPMORGAN CHASE & CO. 24703 7959745 COM
ELI LILLY & CO 7206 7744536 COM
SCHWAB STRATEGIC TR 294393 7077212 INTL EQTY ETF
VANGUARD WHITEHALL FDS 76656 6899075 INTL HIGH ETF
ISHARES TR 71740 6831086 MBS ETF
RALPH LAUREN CORP 19054 6737753 CL A
ISHARES TR 69660 6689429 MSCI EAFE ETF
GENERAL DYNAMICS CORP 19856 6684735 COM
INVESCO QQQ TR 10606 6515150 UNIT SER 1
ISHARES TR 25335 6236465 RUSSELL 2000 ETF
AMPHENOL CORP NEW 45752 6182901 CL A
PEPSICO INC 42885 6154825 COM
VANGUARD INTL EQUITY INDEX F 82473 6066700 ALLWRLD EX US
GLOBAL X FDS 118077 6005397 ARTIFICIAL ETF
ISHARES TR 106635 5913973 MRGSTR SM CP GR
CATERPILLAR INC 9909 5676478 COM
VANGUARD INDEX FDS 21415 5524032 SMALL CP ETF
ABBVIE INC 24042 5493372 COM
PROCTER AND GAMBLE CO 35253 5052078 COM
ISHARES TR 33161 4940304 ESG AWR MSCI USA
BLACKROCK ETF TRUST 80215 4877887 ISHARES US EQUIT
INTERCONTINENTAL EXCHANGE IN 29363 4755634 COM
PIMCO ETF TR 85677 4490320 INTER MUN BD ACT
WW GRAINGER INC 4442 4481712 COM
BANK NEW YORK MELLON CORP 35424 4112382 COM
ISHARES TR 18980 3992302 RUS 1000 VAL ETF
JOHNSON & JOHNSON 19147 3962549 COM
MCDONALDS CORP 12954 3959153 COM
ISHARES TR 34207 3896892 EAFE GRWTH ETF
ISHARES TR 27300 3862609 MSCI ACWI ETF
CHEVRON CORP NEW 25241 3846996 COM
LOCKHEED MARTIN CORP 7597 3674645 COM
MORGAN STANLEY 20476 3635186 COM NEW
ISHARES TR 26441 3620881 RUS MD CP GR ETF
LOWES COS INC 14573 3514309 COM
BLACKROCK ETF TRUST II 135054 3246697 ISHARES INTERMED
VANGUARD INDEX FDS 10524 3179406 SML CP GRW ETF
ISHARES TR 38240 3165127 INTL DIV GRWTH
FIRST TR EXCHANGE TRADED FD 20532 3141789 NASDQ CLN EDGE
NEXTERA ENERGY INC 38726 3108946 COM
ISHARES TR 27183 3091280 SP SMCP600VL ETF
ISHARES TR 31940 3037193 ESG AW MSCI EAFE
AUTOMATIC DATA PROCESSING IN 11632 2992103 COM
ISHARES TR 30453 2931718 RUS MID CAP ETF
DIMENSIONAL ETF TRUST 58238 2906068 INTERNATNAL VAL
ACCENTURE PLC IRELAND 10802 2898201 SHS CLASS A
ISHARES TR 60357 2888088 ESG AWR US AGRGT
FIRST TR EXCHNG TRADED FD VI 59347 2869252 FT VEST UQ EQT
ISHARES TR 27971 2843771 10-20 YR TRS ETF
VANGUARD INDEX FDS 13347 2826762 SM CP VAL ETF
ISHARES TR 23651 2822688 3 7 YR TREAS BD
FIRST TR EXCHANGE-TRADED FD 40199 2803771 SHS
ABBOTT LABS 21824 2734299 COM
ISHARES TR 13472 2675746 MSCI USA QLT FCT
MERCK & CO INC 25091 2641059 COM
VISA INC 7395 2593496 COM CL A
SPDR INDEX SHS FDS 54382 2545642 PORTFOLIO EMG MK
EVERSOURCE ENERGY 36448 2454063 COM
BLACKROCK ETF TRUST 62415 2406732 ISHARES US THEMA
TEXAS INSTRS INC 13838 2400795 COM
GRAYSCALE BITCOIN TRUST ETF 32107 2194835 SHS REP COM UT
PACER FDS TR 36219 2179324 US CASH COWS 100
ILLINOIS TOOL WKS INC 8820 2172487 COM
SPDR S&P 500 ETF TR 3142 2142534 TR UNIT
STARBUCKS CORP 25057 2110031 COM
WELLS FARGO CO NEW 22535 2100243 COM
ISHARES TR 29971 2080566 CORE DIV GRWTH
BLACKROCK ETF TRUST II 40367 2049653 ISHARES TOTAL RE
ISHARES TR 24494 2028592 1 3 YR TREAS BD
GRAYSCALE BITCOIN MINI TR ET 52134 2019136 SHS NEW
VANGUARD INDEX FDS 10292 1965678 VALUE ETF
SPDR S&P MIDCAP 400 ETF TR 3111 1876805 UTSER1 S&PDCRP
SCHWAB STRATEGIC TR 57420 1873031 US LCAP GR ETF
MONDELEZ INTL INC 34196 1840757 CL A
SPDR INDEX SHS FDS 40045 1778399 PORTFOLIO DEVLPD
T-MOBILE US INC 8640 1754189 COM
PNC FINL SVCS GROUP INC 8156 1702339 COM
FIRST TR EXCHNG TRADED FD VI 67248 1698207 FT VEST LADDERED
ECOLAB INC 6353 1667905 COM
WALMART INC 14806 1649512 COM
ALPHABET INC 5256 1649353 CAP STK CL C
CITY HLDG CO 13756 1639688 COM
VANGUARD INDEX FDS 4835 1620963 TOTAL STK MKT
ISHARES TR 4966 1604068 RUS 2000 GRW ETF
VANGUARD INDEX FDS 5359 1555242 MID CAP ETF
INVESCO EXCHANGE TRADED FD T 8003 1533055 S&P500 EQL WGT
PROGRESSIVE CORP 6357 1447553 COM
WISDOMTREE TR 30791 1438253 EMER MKT HIGH FD
VANGUARD WHITEHALL FDS 15313 1400358 INTL DVD ETF
THERMO FISHER SCIENTIFIC INC 2378 1378102 COM
ISHARES TR 5426 1358106 MSCI USA MMENTM
BERKSHIRE HATHAWAY INC DEL 2603 1308398 CL B NEW
FIRST TR EXCHANGE-TRADED FD 6312 1303626 NY ARCA BIOTECH
EXXON MOBIL CORP 10654 1282097 COM
ORACLE CORP 6516 1269944 COM
ISHARES TR 8955 1264088 S&P SML 600 GWT
COMCAST CORP NEW 40179 1200942 CL A
BLACKROCK ETF TRUST II 22709 1198343 ISHARES FLEXIBLE
UNITED BANKSHARES INC WEST V 30973 1189371 COM
SELECT SECTOR SPDR TR 15309 1189191 STATE STREET CON
ISHARES INC 26460 1168751 ESG AWR MSCI EM
VANGUARD WORLD FD 5421 1145133 CONSUM STP ETF
INVESCO EXCH TRADED FD TR II 30584 1127003 NASDAQNXTGEN100
VANGUARD WORLD FD 1493 1125602 INF TECH ETF
ISHARES U S ETF TR 21535 1083623 SHORT MATURITY M
BLACKROCK ETF TRUST II 21812 1061793 ISHARES HIGH YIE
TESLA INC 2343 1053694 COM
ISHARES TR 19652 1039209 ISHS 1-5YR INVS
VANGUARD WORLD FD 8210 1033848 ENERGY ETF
ISHARES TR 10590 972798 RUS TP200 VL ETF
ISHARES TR 7882 971578 S&P 500 GRWT ETF
ISHARES TR 25060 937118 BROAD USD HIGH
ISHARES TR 18976 925081 CORE 1 5 YR USD
ISHARES TR 13852 895532 GLB CNSM STP ETF
ISHARES TR 19395 866000 ESG SELECT SCRE
TRACTOR SUPPLY CO 16402 820248 COM
MVB FINL CORP 29879 771785 COM
SPDR GOLD TR 1926 763294 GOLD SHS
BERKSHIRE HATHAWAY INC DEL 1 754800 CL A
BLACKSTONE INC 4781 736869 COM
COCA COLA CO 10453 730774 COM
INVESCO EXCHANGE TRADED FD T 21324 726648 S&P500 EQL MAT
VANGUARD ADMIRAL FDS INC 6452 721334 MIDCP 400 IDX
AMERICAN ELEC PWR CO INC 6249 720576 COM
INTERNATIONAL BUSINESS MACHS 2425 718318 COM
VANGUARD INTL EQUITY INDEX F 13340 717183 FTSE EMR MKT ETF
PACKAGING CORP AMER 3473 716237 COM
CINTAS CORP 3806 715713 COM
FIRST TR EXCHNG TRADED FD VI 15880 711494 FT VEST U.S.
ISHARES TR 12683 693887 MSCI EMG MKT ETF
DANAHER CORPORATION 2909 666002 COM
SCHWAB STRATEGIC TR 24725 665359 US LRG CAP ETF
RTX CORPORATION 3447 632180 COM
ISHARES TR 3400 616114 RUS 2000 VAL ETF
CISCO SYS INC 7732 595617 COM
FIRST TR EXCHANGE-TRADED FD 2206 593812 DJ INTERNT IDX
DUKE ENERGY CORP NEW 4994 585377 COM NEW
ISHARES TR 5458 584571 NATIONAL MUN ETF
INVESCO EXCHANGE TRADED FD T 3653 572211 AEROSPACE DEFN
ISHARES TR 4125 564012 MSCI USA VALUE
HCA HEALTHCARE INC 1199 559839 COM
CSX CORP 15321 555404 COM
FIRST TR EXCHNG TRADED FD VI 15098 516985 VEST US EQUITY M
EXTRA SPACE STORAGE INC 3810 496139 COM
ISHARES TR 7071 493132 FUTURE EXPONENTI
PIMCO ETF TR 18377 490299 MULTISECTOR BD
ISHARES TR 1755 486030 RUS TP200 GR ETF
AT&T INC 19513 484701 COM
PROLOGIS INC. 3767 480943 COM
INVESCO EXCHANGE TRADED FD T 6042 480857 S&P500 EQL ENR
DTE ENERGY CO 3717 479419 COM
ASTRAZENECA PLC 4911 451469 SPONSORED ADR
EDWARDS LIFESCIENCES CORP 5283 450376 COM
BLACKROCK INC 418 447407 COM
INTUITIVE SURGICAL INC 782 442894 COM NEW
CORTEVA INC 6427 430817 COM
AMGEN INC 1311 429005 COM
VANECK ETF TRUST 14539 426924 FALLEN ANGEL HG
CINCINNATI FINL CORP 2563 418590 COM
TRUIST FINL CORP 8247 405846 COM
INVESCO EXCH TRADED FD TR II 11536 405507 S&P INTL QULTY
TRAVELERS COMPANIES INC 1393 404165 COM
SELECT SECTOR SPDR TR 2584 400842 STATE STREET IND
SOUTHERN CO 4576 399008 COM
ISHARES TR 8675 398897 ESG AWARE MSCI
DICKS SPORTING GOODS INC 2000 395940 COM
DISNEY WALT CO 3480 395880 COM
ISHARES TR 3687 393375 SHRT NAT MUN ETF
UNITEDHEALTH GROUP INC 1171 386467 COM
FIRST TR EXCHNG TRADED FD VI 8047 384016 FT VEST US
GILEAD SCIENCES INC 3100 380494 COM
ISHARES TR 1263 380355 ISHARES SEMICDTR
ISHARES TR 4022 378701 MSCI USA MIN VOL
KLA CORP 311 377890 COM NEW
ISHARES TR 2669 376486 RUS MDCP VAL ETF
PROSHARES TR 3595 374174 S&P 500 DV ARIST
COLGATE PALMOLIVE CO 4683 370062 COM
SHERWIN WILLIAMS CO 1127 365182 COM
VANGUARD SCOTTSDALE FDS 6071 363836 INTER TERM TREAS
ISHARES TR 8748 361818 HDG MSCI EAFE
VANGUARD WORLD FD 2706 361235 FINANCIALS ETF
ISHARES GOLD TR 8381 360292 SHARES REPRESENT
PAYCHEX INC 3119 349910 COM
ISHARES TR 2714 343783 GLOBAL 100 ETF
NISOURCE INC 7918 330656 COM
PHILIP MORRIS INTL INC 2052 329146 COM
SILA REALTY TRUST INC 13980 325883 COMMON STOCK
NORFOLK SOUTHN CORP 1121 323797 COM
NIKE INC 4923 313648 CL B
FISERV INC 4663 313214 COM
WISDOMTREE TR 2688 309064 US AI ENHANCED
PALANTIR TECHNOLOGIES INC 1726 306797 CL A
IDACORP INC 2397 303365 COM
ISHARES TR 2835 297675 GLOBAL TECH ETF
INVESCO EXCH TRADED FD TR II 4498 294822 RAFI DVLPD MRKTS
GLOBAL PMTS INC 3808 294740 COM
INVESCO EXCHANGE TRADED FD T 3853 289143 S&P500 QUALITY
ISHARES TR 2854 286450 0-3 MNTH TREASRY
ASML HOLDING N V 266 284864 N Y REGISTRY SHS
SCHWAB STRATEGIC TR 8576 280877 EMRG MKTEQ ETF
VANGUARD SPECIALIZED FUNDS 1259 276704 DIV APP ETF
ALIBABA GROUP HLDG LTD 1811 265465 SPONSORED ADS
ADOBE INC 754 263893 COM
VANGUARD WHITEHALL FDS 1827 262212 HIGH DIV YLD
ALLIANT ENERGY CORP 4020 261341 COM
VANGUARD SCOTTSDALE FDS 2820 260286 VNG RUS1000VAL
ISHARES TR 1835 258992 SELECT DIVID ETF
FLEXSHARES TR 5585 256073 MORNSTAR UPSTR
ISHARES TR 1711 254409 CORE S&P TTL STK
NXP SEMICONDUCTORS N V 1170 253961 COM
ISHARES TR 5224 249342 CORE 40/60 MODER
VANGUARD INDEX FDS 782 246033 LARGE CAP ETF
EMERSON ELEC CO 1838 243940 COM
WISDOMTREE TR 3616 241549 US MIDCAP FUND
CAPITAL GROUP CORE EQUITY ET 5860 235748 SHS CREATION UNI
VANGUARD SCOTTSDALE FDS 2938 234283 SHRT TRM CORP BD
VERTIV HOLDINGS CO 1425 230808 COM CL A
INVESCO EXCH TRADED FD TR II 1867 222771 S&P 500 MOMNTM
DT MIDSTREAM INC 1848 221169 COMMON STOCK
VANGUARD SCOTTSDALE FDS 2837 220265 TOTAL CORP BND
ISHARES TR 1574 219264 ESG OPTIMIZED
VANGUARD SCOTTSDALE FDS 3923 218904 LONG TERM TREAS
PFIZER INC 8701 216654 COM
INVESCO EXCH TRADED FD TR II 3877 215455 INTL BUYBACK
TRANE TECHNOLOGIES PLC 550 214097 SHS
ZOETIS INC 1698 213643 CL A
BROADSTONE NET LEASE INC 12133 210751 COM
FIRST COMWLTH FINL CORP PA 12500 210750 COM
AMERICAN WTR WKS CO INC NEW 1599 208670 COM
CME GROUP INC 761 207870 COM
CVS HEALTH CORP 2552 202527 COM
STRYKER CORPORATION 575 202096 COM
CAPITAL GROUP GBL GROWTH EQT 5803 201074 SHS CREATION UNI
INVESCO ACTVELY MNGD ETC FD 12013 159174 OPTIMUM YIELD
SONOMA PHARMACEUTICALS INC 11193 40743 COM
INSPIREMD INC 10000 17800 COM