McKinley Carter Wealth Services, Inc.
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$3.5B
Holdings
300
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$DFAI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.9%
02
$IVV
ISHARES TR
Q4 2025: Exited (was 167.3k shares)
6.3%
03
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 2.11M shares)
6.0%
04
$IWB
ISHARES TR
Q4 2025: Exited (was 302.5k shares)
5.1%
05
$DFAE
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.3%
06
$AGG
ISHARES TR
Q4 2025: Exited (was 647.5k shares)
3.6%
07
$VXUS
VANGUARD STAR FDS
Q4 2025: Exited (was 1.72M shares)
2.4%
08
$IEFA
ISHARES TR
Q4 2025: Exited (was 851.8k shares)
2.0%
09
$IVE
ISHARES TR
Q4 2025: Exited (was 143.2k shares)
2.0%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 977.8k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:54 UTC.