McKinley Carter Wealth Services, Inc.

Q1 2026 13F-HR Holdings

Location
Wheeling, WV
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
305
Total value ($000)
$1,734,843
Net value change ($000)
-55,408 (-3.1%)
New positions
7
Sold out positions
26
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 104,329 331.9%
DFAE 56,737 332.8%
DYNF 17,801 364.9%
DFLV 11,164 NEW
TLH 10,393 365.4%
IVV 10,199 10.3%
MBB 9,901 144.9%
GRID 9,854 313.6%
THRO 8,450 351.1%
IEI 8,219 291.1%
Top Reduces (Value $000, Stocks/ETFs)
VXUS -63,133 -60.7%
VT -25,162 -69.5%
IEFA -23,801 -41.1%
GOVT -20,718 -64.9%
VEA -18,696 -35.7%
IWL -12,782 -58.0%
IAGG -12,693 -81.8%
ILCG -12,456 -32.5%
EMXC -11,964 -55.0%
XLV -11,314 -58.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,970 (0.2% 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