Market Street Wealth Management Advisors LLC Portfolio Holdings
Market Street Wealth Management Advisors LLC
- $572 Million
- Q3 2025
Market Street Wealth Management Advisors LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $572 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $60.2M, Dimensional ETF Tr Short Durat with a value of $57M, Dimensional ETF Tr Dimensional with a value of $44M, Spdr Portfolio S&P 500 ETF (Ma with a value of $41M, and Dimensional ETF Tr Dimensional with a value of $27.2M.
Examining the 13F form we can see an increase of $21.2M in the current position value, from $551M to 572M.
Below you can find more details about Market Street Wealth Management Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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