StockDriftsStockDriftsTop 50 Mainstreet Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | 6.26% | 596.0K | $46.0M | -6.16%(-39.12K) | $53.90(+44.56%) | 2026-06-30 | |
| EFA | iShares MSCI EAFE ETF | 5.73% | 404.8K | $42.1M | -2.18%(-9.01K) | $68.88(+57.59%) | 2026-06-30 | |
| AAPL | Apple Inc | 5.09% | 129.1K | $37.3M | -3.21%(-4.28K) | $49.15(+523.96%) | 2026-06-30 | |
| VGSH | Vanguard Short-Term Treasury E | 3.98% | 501.9K | $29.2M | +0.30%(+1.48K) | $58.03(+0.03%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 3.45% | 67.9K | $25.3M | -0.13%(-86) | $106.98(+369.96%) | 2026-06-30 | |
| GOOGL | Alphabet Inc | 3.05% | 62.7K | $22.4M | -8.89%(-6.12K) | $90.25(+289.46%) | 2026-06-30 | |
| IJR | iShares Core S&P Small-Cap ETF | 2.91% | 143.9K | $21.3M | -6.51%(-10.03K) | $73.98(+101.09%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co | 2.81% | 63.0K | $20.6M | -0.34%(-218) | $106.20(+240.38%) | 2026-06-30 | |
| IVV | iShares Core S&P 500 ETF | 2.36% | 23.2K | $17.4M | +29.37%(+5.26K) | $384.36(+102.24%) | 2026-06-30 | |
| CAT | Caterpillar Inc | 2.36% | 16.3K | $17.3M | -12.43%(-2.31K) | $234.23(+265.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.33% | +45.55% | +7.30% | +42.25% |
| Top 20 Holdings Unweighted | +13.93% | +47.90% | +7.60% | +44.20% |
Mainstreet Investment Advisors LLC reports $734.26M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are IJH (6.3%), EFA (5.7%) and AAPL (5.1%). The top 20 holdings account for 56.46% of reported assets. Its disclosed equity book has returned +45.55% 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 Mainstreet Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729854). View Mainstreet Investment Advisors LLC’s 13F filings on SEC