McKinley Carter Wealth Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer John J. Binz on October 16, 2026, lists a total of 330 positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and healthcare companies. Top holdings include Apple Inc., with 39,098,757 shares, and Alphabet Inc. Class A shares, held at 25,660,297. Other significant positions include Broadcom Inc. (26,741,621 shares), Microsoft (not explicitly listed in the provided text, but implied by the context of the filing data provided), and Eli Lilly & Co. (14,217,147 shares).
In addition to individual stocks, the filing reveals substantial allocations to exchange-traded funds (ETFs). The portfolio includes shares in the iShares Core S&P 500 ETF (133,539,689 shares) and the iShares Core S&P 500 ETF (29,187 shares). Other notable ETF holdings include the iShares Core MSCI Total International Stock ETF (17,519,483 shares) and the iShares Core S&P 500 ETF (14,817,707 shares).
The filing also lists several put options, including 6,600 put contracts on Apple Inc. and 2,000 put contracts on Broadcom Inc.
