McKinley Carter Wealth Services, Inc.

Q2 2026 13F-HR Holdings

Location
Wheeling, WV
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
322
Total value ($000)
$1,940,107
Net value change ($000)
+205,264 (11.8%)
New positions
23
Sold out positions
6
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 19,155 17.5%
DFAE 18,686 25.3%
DFAI 14,279 10.5%
IWB 13,964 15.8%
GOOGL 8,309 46.0%
LLY 7,941 134.2%
FBND 7,767 7.5%
ILCG 6,814 26.4%
DELL 6,679 NEW
AMD 6,359 NEW
Top Reduces (Value $000, Stocks/ETFs)
GOVT -9,225 -82.2%
INTU -6,618 -90.2%
J -6,514 -78.0%
HD -5,586 -65.4%
AJG -5,578 -89.5%
AYI -5,472 -77.9%
ICE -4,909 -100.0%
NFLX -2,198 -25.1%
IAGG -1,735 -61.4%
MCK -1,470 -12.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,310 (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