StockDriftsStockDriftsTop 50 Market Street Wealth Management Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.58% | 515.1K | $46.2M | -1.90%(-9.99K) | $52.29(+72.56%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.94% | 923.9K | $34.7M | +12.91%(+105.60K) | $26.46(+41.84%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.33% | 393.6K | $30.4M | +32.41%(+96.35K) | $77.14(+0.34%) | 2026-09-30 | |
| BLCR | BLACKROCK ETF TRUST | 4.32% | 620.0K | $30.4M | new | $49.66(-0.98%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.04% | 131.3K | $28.4M | -7.67%(-10.91K) | $143.67(+54.67%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.77% | 661.0K | $26.5M | -58.48%(-930.98K) | $42.72(-5.22%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.67% | 555.7K | $25.8M | -56.29%(-715.78K) | $46.88(-0.29%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.47% | 270.8K | $24.4M | -6.71%(-19.47K) | $49.87(+78.09%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.08% | 28.2K | $21.6M | -1.99%(-572) | $309.82(+148.53%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.96% | 372.7K | $20.8M | -1.23%(-4.63K) | $31.69(+76.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.76% | +35.86% | +4.60% | +25.24% |
| Top 20 Holdings Unweighted | +13.14% | +44.83% | +6.61% | +37.69% |
Market Street Wealth Management Advisors LLC reports $702.87M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (6.6%), DFIC (4.9%) and VCSH (4.3%). The top 20 holdings account for 63.05% of reported assets. Its disclosed equity book has returned +35.86% on a three-year cumulative basis. Figures reflect the Q3 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 Market Street Wealth Management Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767601). View Market Street Wealth Management Advisors LLC’s 13F filings on SEC