McKinley Carter Wealth Services, Inc.
All 13F Filings
- Location
- Wheeling, WV
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,964,320
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 323 | 1,964,320 | 13F-HR | McKinley Carter Wealth Services, Inc. |
| Q2 2026 | 7/28/2026 | 322 | 1,940,107 | 13F-HR | McKinley Carter Wealth Services, Inc. |
| Q1 2026 | 4/20/2026 | 305 | 1,734,843 | 13F-HR | McKinley Carter Wealth Services, Inc. |
| Q4 2025 | 2/6/2026 | 320 | 1,790,251 | 13F-HR | McKinley Carter Wealth Services, Inc. |
| Q3 2025 | 11/4/2025 | 318 | 1,907,504 | 13F-HR | McKinley Carter Wealth Services, Inc. |
| Q2 2025 | 7/24/2025 | 307 | 1,801,828 | 13F-HR | McKinley Carter Wealth Services, Inc. |
| Q2 2014 | 8/8/2014 | 91 | 94,754 | 13F-HR | McKinley Carter Wealth Services, Inc. |
| Q1 2014 | 5/2/2014 | 93 | 91,825 | 13F-HR | McKinley Carter Wealth Services, Inc. |
| Q4 2013 | 1/29/2014 | 119 | 102,685 | 13F-HR | McKinley Carter Wealth Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.514 K
(0.2% of total reported value)
· QoQ Δ:
+1.204 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 530.5 K | 27.1% | 11.87 K | 0 | 11.87 K |
| ETFs | 1.429 M | 72.9% | 11.14 K | 0 | 11.14 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
1,964,320
Holdings
323
QoQ value change ($000)
24,213
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.