Portfolio (Quarterly) Guide ↗

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

· CIK 0001767601

13F Portfolio $703M AUM 120 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 16 New 49 Added 29 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,753	$256K	0.04%	SOLD
2	NOC	NORTHROP GRUMMAN CORP	Industrials	314	$214K	0.03%	SOLD

Sector Allocation

Healthcare 37.0%

Technology 26.2%

Financial Services 19.3%

Consumer Cyclical 5.4%

Communication Services 5.0%

Industrials 2.4%

Utilities 1.7%

Consumer Defensive 1.5%

Real Estate 1.1%

Energy 0.4%