McKinley Carter Wealth Services, Inc. Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$1.8B

Holdings

319

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (319 positions)

#StockSharesValue% PortfolioType
1
VXUSVANGUARD STAR FDS
1,378,198$104.0M5.81%
2
IVVISHARES TR
144,978$99.3M5.55%
3
FBNDFIDELITY MERRIMACK STR TR
2,140,215$98.5M5.50%
4
IWBISHARES TR
252,707$94.4M5.27%
5
AGGISHARES TR
601,023$60.0M3.35%
6
AQLTISHARES TR
647,233$57.9M3.23%
7
VEAVANGUARD TAX-MANAGED FDS
838,536$52.4M2.93%
8
ILCGISHARES TR
368,249$38.3M2.14%
9
VTVANGUARD INTL EQUITY INDEX F
256,654$36.2M2.02%
10
AAPLAPPLE INC
133,070$36.2M2.02%Put
11
AQLTISHARES TR
1,387,013$31.9M1.78%
12
DFAIDIMENSIONAL ETF TRUST
824,882$31.4M1.76%
13
AVGOBROADCOM INC
79,606$27.6M1.54%
14
IVEISHARES TR
122,922$26.1M1.46%
15
IWFISHARES TR
49,928$23.6M1.32%
16
XLKSELECT SECTOR SPDR TR
160,963$23.2M1.29%
17
GOOGLALPHABET INC
73,432$23.0M1.28%
18
IEMGISHARES INC
328,977$22.1M1.24%
19
AQLTISHARES TR
129,261$22.1M1.23%
20
EMXCISHARES INC
299,207$21.7M1.21%
21
MSFTMICROSOFT CORP
43,371$21.0M1.17%
22
FNDFSCHWAB STRATEGIC TR
445,359$20.1M1.12%
23
XLVSELECT SECTOR SPDR TR
124,830$19.3M1.08%
24
IJHISHARES TR
292,127$19.3M1.08%
25
XLFSELECT SECTOR SPDR TR
342,459$18.8M1.05%
26
IXUSISHARES TR
207,164$17.5M0.98%
27
DFAEDIMENSIONAL ETF TRUST
523,351$17.0M0.95%
28
IJRISHARES TR
138,649$16.7M0.93%
29
IAGGISHARES TR
310,310$15.5M0.87%
30
USIGISHARES TR
295,969$15.3M0.86%
31
NVDANVIDIA CORPORATION
77,912$14.5M0.81%
32
COSTCOSTCO WHSL CORP NEW
16,659$14.4M0.80%
33
TJXTJX COS INC NEW
83,915$12.9M0.72%
34
INTUINTUIT
17,905$11.9M0.66%
35
MAMASTERCARD INCORPORATED
20,762$11.9M0.66%
36
MCKMCKESSON CORP
14,102$11.6M0.65%
37
BNDVANGUARD BD INDEX FDS
155,108$11.5M0.64%
38
AMZNAMAZON COM INC
49,281$11.4M0.64%
39
ORLYOREILLY AUTOMOTIVE INC
124,581$11.4M0.63%
40
CA8ACACI INTL INC
20,379$10.9M0.61%
41
METAMETA PLATFORMS INC
15,771$10.4M0.58%
42
WMWASTE MGMT INC DEL
45,435$10.0M0.56%
43
VOOVANGUARD INDEX FDS
15,327$9.6M0.54%
44
HDHOME DEPOT INC
27,860$9.6M0.54%
45
OEFISHARES TR
27,684$9.5M0.53%
46
AYIACUITY INC
25,444$9.2M0.51%
47
NFLXNETFLIX INC
95,276$8.9M0.50%
48
HUBBHUBBELL INC
19,865$8.8M0.49%
49
VUGVANGUARD INDEX FDS
18,023$8.8M0.49%
50
DFATDIMENSIONAL ETF TRUST
146,836$8.7M0.49%
51
JJACOBS SOLUTIONS INC
64,048$8.5M0.47%
52
LINLINDE PLC
19,873$8.5M0.47%
53
AJGGALLAGHER ARTHUR J & CO
32,335$8.4M0.47%
54
XCEMCOLUMBIA ETF TR II
217,633$8.3M0.47%
55
PWRQUANTA SVCS INC
19,547$8.2M0.46%
56
XLESELECT SECTOR SPDR TR
180,363$8.1M0.45%
57
JPMJPMORGAN CHASE & CO.
24,703$8.0M0.44%
58
LLYELI LILLY & CO
7,206$7.7M0.43%
59
SCHFSCHWAB STRATEGIC TR
294,393$7.1M0.40%
60
VYMIVANGUARD WHITEHALL FDS
76,656$6.9M0.39%
61
MBBISHARES TR
71,740$6.8M0.38%
62
RLRALPH LAUREN CORP
19,054$6.7M0.38%
63
EFAISHARES TR
69,660$6.7M0.37%
64
GDGENERAL DYNAMICS CORP
19,856$6.7M0.37%
65
NDQINVESCO QQQ TR
10,606$6.5M0.36%
66
IWMISHARES TR
25,335$6.2M0.35%
67
APHAMPHENOL CORP NEW
45,752$6.2M0.35%
68
PEPPEPSICO INC
42,885$6.2M0.34%
69
VEUVANGUARD INTL EQUITY INDEX F
82,473$6.1M0.34%
70
AIQGLOBAL X FDS
118,077$6.0M0.34%
71
ISCGISHARES TR
106,635$5.9M0.33%
72
CATCATERPILLAR INC
9,909$5.7M0.32%
73
VBVANGUARD INDEX FDS
21,415$5.5M0.31%
74
ABBVABBVIE INC
24,042$5.5M0.31%
75
SPYMSPDR SERIES TRUST
68,064$5.5M0.30%
76
PGPROCTER AND GAMBLE CO
35,253$5.1M0.28%
77
ESGUISHARES TR
33,161$4.9M0.28%
78
DYNFBLACKROCK ETF TRUST
80,215$4.9M0.27%
79
ICEINTERCONTINENTAL EXCHANGE IN
29,363$4.8M0.27%
80
MUNIPIMCO ETF TR
85,677$4.5M0.25%
81
GWWWW GRAINGER INC
4,442$4.5M0.25%
82
BKBANK NEW YORK MELLON CORP
35,424$4.1M0.23%
83
IWDISHARES TR
18,980$4.0M0.22%
84
JNJJOHNSON & JOHNSON
19,147$4.0M0.22%
85
MCDMCDONALDS CORP
12,954$4.0M0.22%
86
EFGISHARES TR
34,207$3.9M0.22%
87
ACWIISHARES TR
27,300$3.9M0.22%
88
CVXCHEVRON CORP NEW
25,241$3.8M0.21%
89
LMTLOCKHEED MARTIN CORP
7,597$3.7M0.21%
90
DWDMORGAN STANLEY
20,476$3.6M0.20%
91
IWPISHARES TR
26,441$3.6M0.20%
92
LOWLOWES COS INC
14,573$3.5M0.20%
93
INMUBLACKROCK ETF TRUST II
135,054$3.2M0.18%
94
FNOVFIRST TR EXCHNG TRADED FD VI
58,051$3.2M0.18%
95
VBKVANGUARD INDEX FDS
10,524$3.2M0.18%
96
IGROISHARES TR
38,240$3.2M0.18%
97
GRIDFIRST TR EXCHANGE TRADED FD
20,532$3.1M0.18%
98
NEENEXTERA ENERGY INC
38,726$3.1M0.17%
99
IJSISHARES TR
27,183$3.1M0.17%
100
ESGDISHARES TR
31,940$3.0M0.17%
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