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)

#	Stock	Shares	Value	% Portfolio	Type
1	VXUSVANGUARD STAR FDS	1,378,198	$104.0M	5.81%
2	FBNDFIDELITY MERRIMACK STR TR	2,140,215	$98.5M	5.50%
3	IWBISHARES TR	252,707	$94.4M	5.27%
4	AGGISHARES TR	601,023	$60.0M	3.35%
5	AQLTISHARES TR	647,233	$57.9M	3.23%
6	VEAVANGUARD TAX-MANAGED FDS	838,536	$52.4M	2.93%
7	ILCGISHARES TR	368,249	$38.3M	2.14%
8	VTVANGUARD INTL EQUITY INDEX F	256,654	$36.2M	2.02%
9	AAPLAPPLE INC	133,070	$36.2M	2.02%	Put
10	AQLTISHARES TR	1,387,013	$31.9M	1.78%
11	DFAIDIMENSIONAL ETF TRUST	824,882	$31.4M	1.76%
12	AVGOBROADCOM INC	79,606	$27.6M	1.54%
13	IVEISHARES TR	122,922	$26.1M	1.46%
14	IWFISHARES TR	49,928	$23.6M	1.32%
15	XLKSELECT SECTOR SPDR TR	160,963	$23.2M	1.29%
16	GOOGLALPHABET INC	73,432	$23.0M	1.28%
17	IEMGISHARES INC	328,977	$22.1M	1.24%
18	AQLTISHARES TR	129,261	$22.1M	1.23%
19	EMXCISHARES INC	299,207	$21.7M	1.21%
20	MSFTMICROSOFT CORP	43,371	$21.0M	1.17%
21	FNDFSCHWAB STRATEGIC TR	445,359	$20.1M	1.12%
22	XLVSELECT SECTOR SPDR TR	124,830	$19.3M	1.08%
23	IJHISHARES TR	292,127	$19.3M	1.08%
24	XLFSELECT SECTOR SPDR TR	342,459	$18.8M	1.05%
25	IXUSISHARES TR	207,164	$17.5M	0.98%
26	DFAEDIMENSIONAL ETF TRUST	523,351	$17.0M	0.95%
27	IJRISHARES TR	138,649	$16.7M	0.93%
28	IAGGISHARES TR	310,310	$15.5M	0.87%
29	USIGISHARES TR	295,969	$15.3M	0.86%
30	NVDANVIDIA CORPORATION	77,912	$14.5M	0.81%
31	TJXTJX COS INC NEW	83,915	$12.9M	0.72%
32	BNDVANGUARD BD INDEX FDS	155,108	$11.5M	0.64%
33	AMZNAMAZON COM INC	49,281	$11.4M	0.64%
34	ORLYOREILLY AUTOMOTIVE INC	124,581	$11.4M	0.63%
35	WMWASTE MGMT INC DEL	45,435	$10.0M	0.56%
36	HDHOME DEPOT INC	27,860	$9.6M	0.54%
37	OEFISHARES TR	27,684	$9.5M	0.53%
38	AYIACUITY INC	25,444	$9.2M	0.51%
39	NFLXNETFLIX INC	95,276	$8.9M	0.50%
40	HUBBHUBBELL INC	19,865	$8.8M	0.49%
41	VUGVANGUARD INDEX FDS	18,023	$8.8M	0.49%
42	DFATDIMENSIONAL ETF TRUST	146,836	$8.7M	0.49%
43	JJACOBS SOLUTIONS INC	64,048	$8.5M	0.47%
44	LINLINDE PLC	19,873	$8.5M	0.47%
45	AJGGALLAGHER ARTHUR J & CO	32,335	$8.4M	0.47%
46	XCEMCOLUMBIA ETF TR II	217,633	$8.3M	0.47%
47	PWRQUANTA SVCS INC	19,547	$8.2M	0.46%
48	XLESELECT SECTOR SPDR TR	180,363	$8.1M	0.45%
49	JPMJPMORGAN CHASE & CO.	24,703	$8.0M	0.44%
50	SCHFSCHWAB STRATEGIC TR	294,393	$7.1M	0.40%
51	VYMIVANGUARD WHITEHALL FDS	76,656	$6.9M	0.39%
52	MBBISHARES TR	71,740	$6.8M	0.38%
53	RLRALPH LAUREN CORP	19,054	$6.7M	0.38%
54	EFAISHARES TR	69,660	$6.7M	0.37%
55	GDGENERAL DYNAMICS CORP	19,856	$6.7M	0.37%
56	IWMISHARES TR	25,335	$6.2M	0.35%
57	APHAMPHENOL CORP NEW	45,752	$6.2M	0.35%
58	PEPPEPSICO INC	42,885	$6.2M	0.34%
59	VEUVANGUARD INTL EQUITY INDEX F	82,473	$6.1M	0.34%
60	AIQGLOBAL X FDS	118,077	$6.0M	0.34%
61	ISCGISHARES TR	106,635	$5.9M	0.33%
62	VBVANGUARD INDEX FDS	21,415	$5.5M	0.31%
63	ABBVABBVIE INC	24,042	$5.5M	0.31%
64	SPYMSPDR SERIES TRUST	68,064	$5.5M	0.30%
65	PGPROCTER AND GAMBLE CO	35,253	$5.1M	0.28%
66	ESGUISHARES TR	33,161	$4.9M	0.28%
67	DYNFBLACKROCK ETF TRUST	80,215	$4.9M	0.27%
68	ICEINTERCONTINENTAL EXCHANGE IN	29,363	$4.8M	0.27%
69	MUNIPIMCO ETF TR	85,677	$4.5M	0.25%
70	BKBANK NEW YORK MELLON CORP	35,424	$4.1M	0.23%
71	IWDISHARES TR	18,980	$4.0M	0.22%
72	JNJJOHNSON & JOHNSON	19,147	$4.0M	0.22%
73	MCDMCDONALDS CORP	12,954	$4.0M	0.22%
74	EFGISHARES TR	34,207	$3.9M	0.22%
75	ACWIISHARES TR	27,300	$3.9M	0.22%
76	CVXCHEVRON CORP NEW	25,241	$3.8M	0.21%
77	LMTLOCKHEED MARTIN CORP	7,597	$3.7M	0.21%
78	DWDMORGAN STANLEY	20,476	$3.6M	0.20%
79	IWPISHARES TR	26,441	$3.6M	0.20%
80	LOWLOWES COS INC	14,573	$3.5M	0.20%
81	INMUBLACKROCK ETF TRUST II	135,054	$3.2M	0.18%
82	FNOVFIRST TR EXCHNG TRADED FD VI	58,051	$3.2M	0.18%
83	VBKVANGUARD INDEX FDS	10,524	$3.2M	0.18%
84	IGROISHARES TR	38,240	$3.2M	0.18%
85	GRIDFIRST TR EXCHANGE TRADED FD	20,532	$3.1M	0.18%
86	NEENEXTERA ENERGY INC	38,726	$3.1M	0.17%
87	IJSISHARES TR	27,183	$3.1M	0.17%
88	ESGDISHARES TR	31,940	$3.0M	0.17%
89	ADPAUTOMATIC DATA PROCESSING IN	11,632	$3.0M	0.17%
90	IWRISHARES TR	30,453	$2.9M	0.16%
91	DFIVDIMENSIONAL ETF TRUST	58,238	$2.9M	0.16%
92	ACNACCENTURE PLC IRELAND	10,802	$2.9M	0.16%
93	EAGGISHARES TR	60,357	$2.9M	0.16%
94	TLHISHARES TR	27,971	$2.8M	0.16%
95	VBRVANGUARD INDEX FDS	13,347	$2.8M	0.16%
96	IEIISHARES TR	23,651	$2.8M	0.16%
97	ABTABBOTT LABS	21,824	$2.7M	0.15%
98	QUALISHARES TR	13,472	$2.7M	0.15%
99	MRKMERCK & CO INC	25,091	$2.6M	0.15%
100	VVISA INC	7,395	$2.6M	0.14%

Page 1 of 4Next