McKinley Carter Wealth Services, Inc.

Q4 2025 13F-HR Holdings

Location
Wheeling, WV
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
320
Total value ($000)
$1,790,251
Net value change ($000)
-117,253 (-6.1%)
New positions
18
Sold out positions
12
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAI 31,436 NEW
DFAE 17,046 NEW
AIQ 6,005 NEW
RL 5,948 752.9%
DYNF 4,878 NEW
GD 3,877 138.1%
GOOGL 3,780 19.7%
LLY 3,083 66.1%
TLH 2,844 NEW
IEI 2,823 NEW
Top Reduces (Value $000, Stocks/ETFs)
VXUS -22,435 -17.7%
IEFA -16,467 -22.1%
IWB -16,203 -14.7%
GOVT -13,738 -30.1%
IVV -12,671 -11.3%
IAGG -8,315 -34.9%
VT -8,190 -18.4%
ILCG -8,043 -17.4%
IEMG -6,416 -22.5%
VEA -6,209 -10.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 652 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type