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Portfolio (Quarterly) Guide ↗

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

· CIK 0001767601
13F Portfolio $634M AUM 106 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 32 Added 42 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GILD GILEAD SCIENCES INC Healthcare 5,187.0 $723K 0.11% NEW $139.37 -11.2%
2 MPLT MAPLIGHT THERAPEUTICS INC Healthcare 14,124.0 $287K 0.04% NEW $20.33 +41.8%
3 JNJ JOHNSON & JOHNSON Healthcare 1,173.0 $287K 0.04% NEW $244.44 -6.6%
4 XOM EXXON MOBIL CORP Energy 1,609.0 $273K 0.04% NEW $169.66 -18.8%
5 CAT CATERPILLAR INC Industrials 307.0 $218K 0.03% NEW $709.05 +39.0%
6 NOC NORTHROP GRUMMAN CORP Industrials 314.0 $214K 0.03% NEW $682.24 -23.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 35.7%
Technology 23.5%
Financial Services 20.2%
Communication Services 6.7%
Consumer Cyclical 5.6%
Industrials 2.7%
Consumer Defensive 2.0%
Utilities 1.8%
Real Estate 1.2%
Energy 0.6%