McKinley Carter Wealth Services, Inc. - Portfolio overview

McKinley Carter Wealth Services, Inc. has 334 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAI - DIMENSIONAL ETF TRUST, 8.05%
2. IVV - ISHARES TR, 6.49%
3. FBND - FIDELITY MERRIMACK STR TR, 6.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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