McKinley Carter Wealth Services, Inc.
RIA/Wealth
McKinley Carter Wealth Services, Inc. is a RIA/Wealth based in Wheeling, WV led by David Holman Mckinley, reporting $2.5B in AUM as of Q3 2025 with 74% ETF concentration.
CEODavid Holman Mckinley
- Portfolio Value
- $1.9B
- Positions
- 311
- Top Holding
- VXUS at 6.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in McKinley Carter Wealth Services, Inc.'s portfolio (41% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $126.4M | 6.64% | +$722.0K Bought | — 1.7M shares | |
ETF ETF | $112.0M | 5.89% | +$645.9K Bought | — 167.3K shares | |
ETF ETF | $110.6M | 5.81% | -$461.6K Sold | — 302.5K shares | |
ETF ETF | $97.7M | 5.14% | +$5.3M Bought | — 2.1M shares | |
ETF ETF | $74.4M | 3.91% | -$175.5K Sold | — 851.8K shares | |
ETF ETF | $64.9M | 3.41% | +$403.0K Bought | — 647.5K shares | |
ETF ETF | $58.6M | 3.08% | -$1.3M Sold | — 977.8K shares | |
ETF ETF | $46.4M | 2.44% | -$1.7M Sold | — 444.4K shares | |
ETF ETF | $45.7M | 2.40% | +$1.1M Bought | — 2.0M shares | |
ETF ETF | $44.4M | 2.33% | +$708.7K Bought | — 322.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in McKinley Carter Wealth Services, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-90.87% |
Analytics
Portfolio insights and performance metrics for McKinley Carter Wealth Services, Inc.
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