McKinley Carter Wealth Services, Inc. holds a focused book of 317 stocks worth $1.9B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Vanguard Total Intl Stock. Their largest long position is Dimensional International Co at 8% of the equity book. They also disclosed $3.3M in put options (a bearish bet), shown separately below and excluded from the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as McKinley Carter Wealth Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $545.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $475.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $451.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $178.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $153.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $129.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $110.5B |
| LPL Financial LLC | 80 / 80 | $95.5B |
Ranked by how many of McKinley Carter Wealth Services, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust INTL CORE EQT MK | $150.0M | 3.64M | 7.7% | ▲+4.4% Added · +153K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $128.7M | 171.8K | 6.6% | ▲+2.5% Added · +4K sh | |
| 3 | Fidelity Merrimack STR TR TOTAL BD ETF | $111.3M | 2.45M | 5.7% | ▲+7.8% Added · +177K sh | |
| 4 | Ishares TR RUS 1000 ETF | $102.1M | 249.4K | 5.3% | ▲+0.9% Added · +2K sh | |
| 5 | Dimensional ETF Trust EMGR CRE EQT MNG | $92.5M | 2.30M | 4.8% | ▲+5.5% Added · +121K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $64.6M | 652.2K | 3.3% | ▲+5.1% Added · +32K sh | |
| 7 | Vanguard Star FDS VG TL INTL STK F | $44.4M | 519.6K | 2.3% | ▼−1.9% Reduced · −10K sh | |
| 8 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $37.9M | 531.8K | 2.0% | ▲+1.1% Added · +6K sh | |
| 9 | Ishares TR S&P 500 VAL ETF | $36.9M | 162.6K | 1.9% | ▲+1.4% Added · +2K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $35.6M | 368.5K | 1.8% | ▼−2.2% Reduced · −8K sh | |
| 11 | Apple Inc COM | $34.8M | 120.3K | 1.8% | ▼−0.4% Reduced · −517 sh | |
| 12 | Ishares TR MORNINGSTAR GRWT | $32.7M | 279.2K | 1.7% | ▲+3.1% Added · +8K sh | |
| 13 | Broadcom Inc COM | $29.2M | 77.4K | 1.5% | ▼−3.3% Reduced · −3K sh | |
| 14 | BlackRock ETF Trust ISHARES US EQUIT | $28.2M | 414.7K | 1.5% | ▲+6.4% Added · +25K sh | |
| 15 | Alphabet Inc CAP STK CL A | $26.4M | 73.7K | 1.4% | ▲+18% Added · +11K sh | |
| 16 | Ishares TR RUS 1000 GRW ETF | $24.5M | 197.0K | 1.3% | ▲+300% Added · +148K sh | |
| 17 | Ishares TR USD INV GRDE ETF | $20.5M | 399.3K | 1.1% | ▲+11% Added · +41K sh | |
| 18 | Ishares TR MBS ETF | $19.7M | 208.8K | 1.0% | ▲+19% Added · +33K sh | |
| 19 | Ishares TR CORE S&P SCP ETF | $18.9M | 127.4K | 1.0% | ▼~0% Reduced · −9 sh | |
| 20 | Nvidia Corporation COM | $18.9M | 94.4K | 1.0% | ▲+22% Added · +17K sh | |
| 21 | Ishares TR CORE MSCI TOTAL | $18.1M | 189.1K | 0.9% | ▼−5.4% Reduced · −11K sh | |
| 22 | Select Sector SPDR TR ST STR TECHN ETF | $17.1M | 89.8K | 0.9% | ▼−1.6% Reduced · −1K sh | |
| 23 | Ishares TR 10-20 YR TRS ETF | $16.7M | 166.5K | 0.9% | ▲+27% Added · +35K sh | |
| 24 | First TR Exchange-Traded FD NASDQ CLN EDGE | $16.3M | 85.1K | 0.8% | ▲+7.1% Added · +6K sh | |
| 25 | Ishares TR CORE S&P MCP ETF | $15.9M | 206.0K | 0.8% | ▼−4.4% Reduced · −9K sh | |
| 26 | Microsoft Corp COM | $15.4M | 41.3K | 0.8% | ▲+3.1% Added · +1K sh | |
| 27 | Ishares Inc CORE MSCI EMKT | $15.1M | 182.1K | 0.8% | ▼−2.1% Reduced · −4K sh | |
| 28 | Costco Wholesale Corporation COM | $14.1M | 15.1K | 0.7% | ▲+0.7% Added · +101 sh | |
| 29 | Vanguard Intl Equity Index F TT WRLD ST ETF | $14.1M | 89.7K | 0.7% | ▲+12% Added · +10K sh | |
| 30 | Ishares TR 3 7 YR TREAS BD | $14.0M | 119.0K | 0.7% | ▲+28% Added · +26K sh | |
| 31 | Eli Lilly & Co COM | $13.9M | 11.6K | 0.7% | ▲+80% Added · +5K sh | |
| 32 | BlackRock ETF Trust ISHA US THEM ETF | $13.6M | 314.6K | 0.7% | ▲+5.0% Added · +15K sh | |
| 33 | Dimensional ETF Trust US LARG VALU ETF | $13.4M | 338.6K | 0.7% | ▲+8.3% Added · +26K sh | |
| 34 | Quanta Svcs Inc COM | $13.3M | 18.4K | 0.7% | ▼−3.1% Reduced · −590 sh | |
| 35 | Ishares TR 1 3 YR TREAS BD | $12.8M | 155.5K | 0.7% | ▲+34% Added · +39K sh | |
| 36 | Ishares Inc MSCI EMRG CHN | $12.7M | 124.6K | 0.7% | ▲+0.2% Added · +214 sh | |
| 37 | TJX Cos Inc New COM | $12.3M | 81.3K | 0.6% | ▼−0.6% Reduced · −531 sh | |
| 38 | Oreilly Automotive Inc COM | $11.5M | 125.3K | 0.6% | ▲+1.1% Added · +1K sh | |
| 39 | Vanguard BD Index FDS TOTAL BND MRKT | $11.4M | 155.9K | 0.6% | ▲+3.4% Added · +5K sh | |
| 40 | Amazon Com Inc COM | $11.2M | 47.1K | 0.6% | ▼−0.3% Reduced · −127 sh | |
| 41 | Dimensional ETF Trust US TARGETED VLU | $10.8M | 155.0K | 0.6% | ▲+5.4% Added · +8K sh | |
| 42 | Vanguard Index FDS S&P 500 ETF SHS | $10.7M | 15.6K | 0.6% | ▼−0.5% Reduced · −80 sh | |
| 43 | Caterpillar Inc COM | $10.7M | 10.0K | 0.6% | ▲+4.3% Added · +414 sh | |
| 44 | Linde PLC SHS | $10.6M | 20.4K | 0.5% | ▲+2.1% Added · +422 sh | |
| 45 | Columbia ETF TR II EM CORE EX ETF | $10.4M | 197.5K | 0.5% | ▲+1.4% Added · +3K sh | |
| 46 | McKesson Corp COM | $10.3M | 13.6K | 0.5% | ▲+0.2% Added · +30 sh | |
| 47 | Schwab Strategic TR FUNDAMENTAL INTL | $10.2M | 193.9K | 0.5% | ▼−2.5% Reduced · −5K sh | |
| 48 | Hubbell Inc COM | $10.2M | 19.5K | 0.5% | ▲+0.3% Added · +68 sh | |
| 49 | Waste Mgmt Inc Del COM | $10.2M | 45.8K | 0.5% | ▲+1.3% Added · +592 sh | |
| 50 | Ishares TR RUS TOP 200 ETF | $9.8M | 53.2K | 0.5% | ▼−7.9% Reduced · −5K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1484265/holdings"
Use Arkolith to show McKinley Carter Wealth Services, Inc.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | APPLE INCAAPL | $2.1M | 7K |
| PUT · bearish | NVIDIA CORPNVDA | $380K | 2K |
| PUT · bearish | VANGUARD MID-CAP ETFVO | $290K | 4K |
| PUT · bearish | COSTCO WHOLESALE CORPCOST | $281K | 300 |
| PUT · bearish | GLOBAL PAYMENTS INCGPN | $247K | 3K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 322 | $1.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 307 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 322 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 319 | $1.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 308 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 303 | $1.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 291 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 319 | $1.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 299 | $1.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 26, 2024 | 299 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 302 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 13, 2023 | 295 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 3, 2023 | 296 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 295 | $1.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 8, 2023 | 288 | $1.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 24, 2022 | 282 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 15, 2022 | 288 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 27, 2022 | 289 | $1.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 7, 2022 | 288 | $1.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 3, 2021 | 284 | $1.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 284 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 30, 2021 | 283 | $1.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 264 | $763.0M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.