McKinley Carter Wealth Services, Inc. - Portfolio Stock Holdings
McKinley Carter Wealth Services, Inc. disclosed 325 stock positions in a recent SEC 13F filing. $1,959,806,961 of stock holdings were filed, with the largest holdings including DFAI, IVV, and FBND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,306,284,068 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
325Est. Stock Holding Value:
$1,959,806,961Top Stock Holdings By Sector
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Portfolio Stock Holdings - McKinley Carter Wealth Services, Inc.
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