account_balance
Investment manager · 13F filer · SEC CIK 1484265
McKinley Carter Wealth Services, Inc.
Reported value$1.96Bas of Sep 30, 2026
Positions316 9 new, 10 sold out
Top 10 weight40.2%DFAI alone is 8%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAIDimensional ETF Trust
7.9%Added +3%
IVViShares Tr
6.8%
FBNDFidelity Merrimack STR Tr
5.6%Added +3%
DFAEDimensional ETF Trust
4.7%
IWBiShares Tr
3.4%Trimmed −35%
AGGiShares Tr
3.2%
IWLiShares Tr
2.4%Added +372%
VXUSVanguard Star FDS
2.2%Trimmed −2%
AAPLApple Inc.
2.0%−2%
DFLVDimensional ETF Trust
2.0%+186%
VEAVanguard Tax-Managed FDS
1.9%
IEFAiShares Tr
1.8%
DFAIDimensional ETF Trust
7.9%Added +3%
IVViShares Tr
6.8%
FBNDFidelity Merrimack STR Tr
5.6%+3%
DFAEDimensional ETF Trust
4.7%
IWBiShares Tr
3.4%
AGGiShares Tr
3.2%
IWLiShares Tr
2.4%
VXUSVanguard Star FDS
2.2%
DFLV
VEA1.9%
IEFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAI Dimensional ETF Trust 7.9% Added +3%
IVV iShares Tr 6.8% Held
FBND Fidelity Merrimack STR Tr 5.6% Added +3%
DFAE Dimensional ETF Trust 4.7% Held
IWB iShares Tr 3.4% Trimmed −35%
AGG iShares Tr 3.2% Held
IWL iShares Tr 2.4% Added +372%
VXUS Vanguard Star FDS 2.2% Trimmed −2%
AAPL Apple Inc. 2.0% Trimmed −2%DFLV Dimensional ETF Trust 2.0% Added +186%
VEA Vanguard Tax-Managed FDS 1.9% Held
IEFA iShares Tr 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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