McKinley Carter Wealth Services
McKinley Carter Wealth Services reported 316 stocks worth $2B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DFAI (7.9%), IVV (6.8%) and FBND (5.6%). Compared with Q2 2026, the fund opened new positions in TER, added to DFAI, IVV and FBND, trimmed IWB, VXUS and AAPL and sold out of XOM, ARKX and UFO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAI Dimensional Intern Core | $156M | 7.9% | 3.8M | +117K (+3%) | 4 of 8 | |
| 2 |  IVV Ishares TR | $134M | 6.8% | 174K | +2,611 (+2%) | 8 of 8 | |
| 3 |  FBND Fidelity Total Bond ETF | $109M | 5.6% | 2.5M | +77K (+3%) | 8 of 8 | |
| 4 |  DFAE Dimensional Emerg Core | $91.6M | 4.7% | 2.3M | +31K (+1%) | 4 of 8 | |
| 5 |  IWB Ishares TR | $67.4M | 3.4% | 162K | −87K (−35%) | 8 of 8 | |
| 6 |  AGG Ishares TR | $62.2M | 3.2% | 658K | +5,503 (+1%) | 8 of 8 | |
| 7 |  IWL Ishares Russell Top 200 ETF | $47.8M | 2.4% | 251K | +198K (+372%) | 8 of 8 | |
| 8 |  VXUS Vanguard Star Fds | $43.1M | 2.2% | 508K | −12K (−2%) | 7 of 8 | |
| 9 |  AAPL Apple Inc | $39.1M | 2.0% | 117K | −2,864 (−2%) | 8 of 8 | |
| 10 |  DFLV Dimensional ETF Trust | $39M | 2.0% | 970K | +631K (+186%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.5M | 11K |
 ARKX ARK Space & Defense Innovation ETF | $814K | 24K |
 UFO Procure Space ETF | $743K | 15K |
 PDBC Invesco Actvely Mngd Etc FD | $404K | 25K |
 ROBO Exchange Traded Concepts Tru | $347K | 4,051 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →McKinley Carter Wealth Services 13F FAQ
What does McKinley Carter Wealth Services own?
McKinley Carter Wealth Services reported 316 stocks worth $2B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DFAI (7.9%), IVV (6.8%) and FBND (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did McKinley Carter Wealth Services buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 106 added to, 134 trimmed and 10 sold out. New positions include TER. It sold all of XOM, ARKX and UFO.
When will McKinley Carter Wealth Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is McKinley Carter Wealth Services's portfolio worth?
The Q3 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.