McKinley Carter Wealth Services, Inc.
•CIK: 1484265•Filing: Q4 2025
**McKinley Carter Wealth Services, Inc.** manages $1.8B across a diversified portfolio of 319 positions. The fund exhibits a significant global allocation, with top holdings including VXUS at $104.0M and IVV at $99.3M, signaling a broad international and U.S. equity focus. Notable allocations to fixed income, such as FBND ($98.5M) and AGG ($60.0M), suggest a balanced approach to risk management. The concentration in major indices and ETFs underscores a systematic, large-cap market exposure strategy.
Total AUM
$1.8B
QoQ Performance
-4.4%
Positions
174
Top 10 Concentration
38.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VXUS
IVV
FBND
IWB
VXUS5.8%
IVV5.5%
FBND5.5%
IWB5.3%
AGG3.4%
IEFA3.2%
VEA2.9%
ILCG2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.7%
Technology8.7%
ETF6.4%
Consumer2.7%
Financial1.5%
Healthcare1.4%
Communication0.7%
Materials0.6%
🚪 Exited Positionssold since Q3 2025
+115 more exited positions
Changes from Q3 2025
NEW11 new positions
↑54 increased
↓121 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023