StockDriftsStockDriftsTop 50 Main Street Financial Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 4.17% | 175.6K | $65.0M | -7.51%(-14.26K) | $212.42(+80.48%) | 2026-06-30 | |
| NMM | NAVIOS MARITIME PARTNERS LP | 3.99% | 887.8K | $62.2M | -0.22%(-1.97K) | $46.06(+77.78%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.85% | 1.77M | $60.0M | +2.08%(+36.11K) | $18.75(+89.93%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.7% | 1.82M | $57.6M | +5.26%(+90.77K) | $24.45(+40.50%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.52% | 1.33M | $39.2M | +2.00%(+26.15K) | $17.27(+76.70%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.21% | 347.7K | $34.4M | +7.18%(+23.29K) | $106.44(-8.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.02% | 108.9K | $31.5M | -0.69%(-758) | $158.94(+92.14%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.82% | 1.02M | $28.3M | +2.71%(+27.05K) | $18.76(+52.73%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.63% | 558.0K | $25.4M | +5.86%(+30.90K) | $45.63(-1.67%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.52% | 32.1K | $23.6M | +4.53%(+1.39K) | $448.94(+63.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.91% | +51.73% | +7.90% | +46.24% |
| Top 20 Holdings Unweighted | +13.78% | +47.29% | +7.08% | +40.79% |
Main Street Financial Solutions, LLC reports $1.56B in US-listed equity holdings across 595 positions in its most recent 13F filing. Its largest disclosed positions are VTI (4.2%), NMM (4.0%) and SCHG (3.9%). The top 20 holdings account for 38.91% of reported assets. Its disclosed equity book has returned +51.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Main Street Financial Solutions, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1763350). View Main Street Financial Solutions, LLC’s 13F filings on SEC