McKinley Carter Wealth Services, Inc. ETF holdings
Wheeling, WV
Reported $1.5B in 194 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.5B
ETFs held
194
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
75.9%
of $1.9B
Top 10 of 194 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAI | Dimensional International Core Equity Market ETF | $150.0M | 3,637,438 | +152,720 shares |
| IVV | iShares Core S&P 500 ETF | $128.7M | 171,795 | +4,161 shares |
| FBND | Fidelity Total Bond ETF | $111.3M | 2,446,971 | +177,215 shares |
| IWB | iShares Russell 1000 ETF | $102.1M | 249,432 | +2,129 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $92.5M | 2,299,652 | +120,580 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $64.6M | 652,197 | +31,920 shares |
| VXUS | Vanguard Total International Stock ETF | $44.4M | 519,610 | −9,991 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $37.9M | 531,768 | +6,067 shares |
| IVE | iShares S&P 500 Value ETF | $36.9M | 162,551 | +2,270 shares |
| IEFA | iShares Core MSCI EAFE ETF | $35.6M | 368,453 | −8,216 shares |
184 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001484265. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does McKinley Carter Wealth Services, Inc. own?
McKinley Carter Wealth Services, Inc. reported 194 ETF positions worth $1.5B in its Form 13F for June 30, 2026. The largest was DFAI, at $150.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.