Latest McKinley Carter Wealth Services, Inc. Stock Portfolio

McKinley Carter Wealth Services, Inc. Performance:

2026 Q1: -1.19%YTD: -1.19%2025: 15.51%

Performance for 2026 Q1 is -1.19%, and YTD is -1.19%, and 2025 is 15.51%.

About McKinley Carter Wealth Services, Inc. and 13F Hedge Fund Stock Holdings

McKinley Carter Wealth Services, Inc. is a hedge fund based in Wheeling, WV. On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, McKinley Carter Wealth Services, Inc. reported an equity portfolio of $1.7 Billions as of 31 Mar, 2026.

The top stock holdings of McKinley Carter Wealth Services, Inc. are DFAC, IJR, FBND. The fund has invested 7.8% of it's portfolio in DIMENSIONAL ETF TRUST and 6.3% of portfolio in ISHARES TR.

The fund managers got completely rid off CINTAS CORP (CTAS), HCA HEALTHCARE INC (HCA) and PROLOGIS INC. (PLD) stocks. They significantly reduced their stock positions in ISHARES TR (AGT), BLACKROCK ETF TRUST II (HYMU) and VANGUARD INTL EQUITY INDEX F (VEU). McKinley Carter Wealth Services, Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), CADENCE DESIGN SYSTEM INC (CDNS) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), ISHARES TR (IJR) and ISHARES TR (AAXJ).

McKinley Carter Wealth Services, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that McKinley Carter Wealth Services, Inc. made a return of -1.19% in the last quarter. In trailing 12 months, it's portfolio return was 15.22%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional etf trust	11,164,300
cadence design system inc	432,922
honeywell intl inc	259,346
hershey co	248,013
intel corp	232,213
target corp	218,489
nervgen pharma corp	116,463

New stocks bought by McKinley Carter Wealth Services, Inc.

Additions

Ticker	% Inc.
blackrock etf trust	385
blackrock etf trust	380
ishares tr	373
ishares tr	369
dimensional etf trust	322
dimensional etf trust	316
ishares tr	293
first tr exchange-traded fd	286

Additions to existing portfolio by McKinley Carter Wealth Services, Inc.

Reductions

Ticker	% Reduced
ishares tr	-81.8
blackrock etf trust ii	-76.94
vanguard intl equity index f	-68.9
ishares tr	-64.7
select sector spdr tr	-62.81
vanguard star fds	-61.57
ishares inc	-58.44
blackstone inc	-57.9

McKinley Carter Wealth Services, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
sila realty trust inc	-325,883
pfizer inc	-216,654
capital group core equity et	-235,748
capital group gbl growth eqt	-201,074
edwards lifesciences corp	-450,376
nike inc	-313,648
astrazeneca plc	-451,469
fiserv inc	-313,214

McKinley Carter Wealth Services, Inc. got rid off the above stocks

Sector Distribution

McKinley Carter Wealth Services, Inc. has about 74.3% of it's holdings in Others sector.

Sector	%
Others	74.3
Technology	6.7
Industrials	4.4
Consumer Cyclical	3.6
Financial Services	2.7
Communication Services	2.2
Healthcare	2
Consumer Defensive	1.8
Utilities	1.2

Market Cap. Distribution

McKinley Carter Wealth Services, Inc. has about 24.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.3
MEGA-CAP	14.1
LARGE-CAP	10.3
MID-CAP	1.2

Stocks belong to which Index?

About 23.7% of the stocks held by McKinley Carter Wealth Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.4
S&P 500	23.7

Top 5 Winners (%)		%
VRT	vertiv holdings co	54.6 %
CSD	invesco exchange traded fd t	37.0 %
XOM	exxon mobil corp	36.5 %
VAW	vanguard world fd	36.1 %
CVX	chevron corporation	35.3 %

Top 5 Winners ($)		$
PWR	quanta svcs inc	2.4 M
COST	costco wholesale corporation	2.1 M
XLB	select sector spdr tr	2.0 M
DFAC	dimensional etf trust	1.8 M
DFAC	dimensional etf trust	1.7 M

Top 5 Losers (%)		%
SNOA	sonoma pharmaceuticals inc	-41.5 %
INTU	intuit	-33.8 %
ACN	accenture plc ireland	-25.4 %
ORCL	oracle corp	-24.0 %
	grayscale bitcoin trust etf	-22.8 %

Top 5 Losers ($)		$
IJR	ishares tr	-5.0 M
MSFT	microsoft corp	-4.7 M
IJR	ishares tr	-4.2 M
INTU	intuit	-4.0 M
AVGO	broadcom inc	-2.9 M

McKinley Carter Wealth Services, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of McKinley Carter Wealth Services, Inc.

McKinley Carter Wealth Services, Inc. has 300 stocks in it's portfolio. About 41.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. PWR was the most profitable stock for McKinley Carter Wealth Services, Inc. last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.77	120,788	30,654,800	reduced	-7.56

AAXJ	ishares tr	1.06	358,233	18,352,300	added	21.04

AAXJ	ishares tr	0.96	176,215	16,731,600	added	145

AAXJ	ishares tr	0.76	131,421	13,236,700	added	369

AAXJ	ishares tr	0.64	93,105	11,042,300	added	293

AAXJ	ishares tr	0.33	105,477	5,780,130	reduced	-1.09

AAXJ	ishares tr	0.21	26,673	3,690,750	reduced	-2.3

AAXJ	ishares tr	0.20	31,010	3,453,550	reduced	-9.35

AAXJ	ishares tr	0.05	13,852	928,223	unchanged	0.00

AAXJ	ishares tr	0.05	15,761	828,386	reduced	-19.8

AAXJ	ishares tr	0.03	5,070	538,188	reduced	-7.11

AAXJ	ishares tr	0.02	3,355	357,301	reduced	-9.00

AAXJ	ishares tr	0.01	1,575	208,048	added	0.06

ABBV	abbvie inc	0.29	23,152	5,035,330	reduced	-3.7

ABT	abbott laboratories	0.12	19,449	1,996,810	reduced	-10.88

ACN	accenture plc ireland	0.12	10,243	2,031,160	reduced	-5.17

ACWF	ishares tr	0.12	29,639	2,080,050	reduced	-1.11

ACWF	ishares tr	0.03	7,071	481,884	unchanged	0.00

ACWF	ishares tr	0.02	8,727	370,854	reduced	-0.24

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100