Latest McKinley Carter Wealth Services, Inc. Stock Portfolio

McKinley Carter Wealth Services, Inc. Performance:

2025 Q4: -2.66%YTD: 3.68%2024: 6.77%

Performance for 2025 Q4 is -2.66%, and YTD is 3.68%, and 2024 is 6.77%.

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 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, McKinley Carter Wealth Services, Inc. reported an equity portfolio of $1.8 Billions as of 31 Dec, 2025.

The top stock holdings of McKinley Carter Wealth Services, Inc. are VXUS, IJR, FBND. The fund has invested 5.8% of it's portfolio in VANGUARD STAR FDS and 5.6% of portfolio in ISHARES TR.

The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD CHARLOTTE FDS (BNDX) and ROBLOX CORP (RBLX) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), FISERV INC and VANGUARD WORLD FD (VAW). McKinley Carter Wealth Services, Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), GLOBAL X FDS (AGNG) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), RALPH LAUREN CORP (RL) and FIRST TR EXCHANGE TRADED FD (GRID).

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 -2.66% in the last quarter. In trailing 12 months, it's portfolio return was 3.68%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional etf trust	31,436,300
dimensional etf trust	17,045,500
global x fds	6,005,400
blackrock etf trust	4,877,890
ishares tr	2,843,770
ishares tr	2,822,690
blackrock etf trust	2,406,730
ishares tr	2,028,590

New stocks bought by McKinley Carter Wealth Services, Inc.

Additions

Ticker	% Inc.
netflix inc	903
ralph lauren corp	655
first tr exchange traded fd	193
grayscale bitcoin mini tr et	171
international business machs	147
general dynamics corp	141
select sector spdr tr	66.93
vanguard scottsdale fds	66.74

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

Reductions

Ticker	% Reduced
adobe inc	-94.86
fiserv inc	-90.1
vanguard world fd	-84.97
berkshire hathaway inc del	-83.33
vanguard specialized funds	-50.74
schwab strategic tr	-43.07
invesco exchange traded fd t	-35.59
truist finl corp	-34.22

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

Sold off

Ticker	$ Sold
vanguard charlotte fds	-477,982
vanguard scottsdale fds	-517,527
ea series trust	-234,382
intel corp	-207,239
ea series trust	-292,432
verizon communications inc	-252,715
spdr series trust	-215,971
ishares bitcoin trust etf	-202,085

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

Sector Distribution

McKinley Carter Wealth Services, Inc. has about 71.8% of it's holdings in Others sector.

Sector	%
Others	71.8
Technology	7.6
Industrials	4.1
Consumer Cyclical	3.6
Financial Services	3
Communication Services	2.6
Utilities	2.3
Healthcare	2.2
Consumer Defensive	1.7

Market Cap. Distribution

McKinley Carter Wealth Services, Inc. has about 25.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	71.8
MEGA-CAP	14.4
LARGE-CAP	11.3
SMALL-CAP	1.9

Stocks belong to which Index?

About 27.1% of the stocks held by McKinley Carter Wealth Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	72.9
S&P 500	25.1
RUSSELL 2000	2

Top 5 Winners (%)		%
LLY	eli lilly & co	36.6 %
GOOG	alphabet inc	27.7 %
GOOG	alphabet inc	27.5 %
ISRG	intuitive surgical inc	26.6 %
MRK	merck & co inc	24.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	5.3 M
VXUS	vanguard star fds	3.1 M
IJR	ishares tr	2.4 M
VEA	vanguard tax-managed fds	2.3 M
AAPL	apple inc	2.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
XLB	select sector spdr tr	-44.9 %
XLB	select sector spdr tr	-43.4 %
ORCL	oracle corp	-29.4 %
	fiserv inc	-26.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-57.9 M
XLB	select sector spdr tr	-17.7 M
XLB	select sector spdr tr	-6.6 M
ORLY	oreilly automotive inc	-2.1 M
HD	home depot inc	-1.7 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 319 stocks in it's portfolio. About 37.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for McKinley Carter Wealth Services, Inc. last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.98	130,670	35,524,000	reduced	-5.25

AAXJ	ishares tr	0.86	295,969	15,322,300	reduced	-11.88

AAXJ	ishares tr	0.38	71,740	6,831,090	added	44.54

AAXJ	ishares tr	0.33	106,635	5,913,970	reduced	-15.04

AAXJ	ishares tr	0.22	34,207	3,896,890	reduced	-10.29

AAXJ	ishares tr	0.22	27,300	3,862,610	reduced	-9.07

AAXJ	ishares tr	0.16	27,971	2,843,770	new

AAXJ	ishares tr	0.16	23,651	2,822,690	new

AAXJ	ishares tr	0.06	19,652	1,039,210	reduced	-30.45

AAXJ	ishares tr	0.05	13,852	895,532	reduced	-19.57

AAXJ	ishares tr	0.03	5,458	584,571	reduced	-4.71

AAXJ	ishares tr	0.02	3,687	393,375	reduced	-2.15

AAXJ	ishares tr	0.01	1,574	219,264	added	0.13

ABBV	abbvie inc	0.31	24,042	5,493,370	added	0.04

ABT	abbott labs	0.15	21,824	2,734,300	reduced	-1.23

ACN	accenture plc ireland	0.16	10,802	2,898,200	reduced	-3.13

ACWF	ishares tr	0.12	29,971	2,080,570	added	0.23

ACWF	ishares tr	0.03	7,071	493,132	reduced	-0.7

ACWF	ishares tr	0.02	8,748	361,818	reduced	-7.51

ADBE	adobe inc	0.01	754	263,893	reduced	-94.86