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Market Street Wealth Management Advisors - Q2 2026 13F Filings

MA

Market Street Wealth Management Advisors LLC

CIK: 0001767601
Address: Indiana Indianapolis 3105 E 98Th Street Suite 170
$702.98 M
Portfolio Value
120
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$20.87 M
2. IWF Ishares Russell 1000 Growth Etf
+$6.81 M
3. DFCF Dimensional Core Fixed Income Etf
+$2.12 M
4. VGT Vanguard Information Technology Etf
+$1.31 M
5. DFSD Dimensional Short-Duration Fixed Income Etf
+$1.24 M

Top Sells

Q2 2026
1. DFAE Dimensional Emerging Core Equity Market Etf
−$998,615.32
2. BNDX Vanguard Total International Bond Etf
−$846,558.07
3. IVV Ishares Core S&P 500 Etf
−$374,448.58
4. PLTR Palantir Technologies
−$256,429
5. NOC Northrop Grumman Corporation
−$214,223

Asset Allocation

Stocks/ETFs
+10.83%
$702.98 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Market Street Wealth Management Advisors Q2 2026 Filing Summary

Market Street Wealth Management Advisors LLC filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 702.98 M reflecting a +10.83% change from the prior quarter, spanning 120 assets. The top 10 holdings comprised 58.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 2 complete exits.

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Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Market Street Wealth Management Advisors’s Q2 2026 Filing

Market Street Wealth Management Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Market Street Wealth Management Advisors reported a managed portfolio value of 702.98 M, consisting of 120 individual positions.

This page displays the raw filing documents. To see which stocks Market Street Wealth Management Advisors bought or sold during Q2 2026, please visit Market Street Wealth Management Advisors's Portfolio Analysis page.