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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 Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 518.0 $598K 0.09% NEW $1154.29 -16.2%
2 AMD ADVANCED MICRO DEVICES INC Technology 1,011.0 $587K 0.08% NEW $580.91 -18.5%
3 FNDX SCHWAB STRATEGIC TR 15,993.0 $497K 0.07% NEW $31.10 +4.6%
4 LRCX LAM RESEARCH CORP Technology 936.0 $406K 0.06% NEW $433.33 -27.5%
5 AMAT APPLIED MATLS INC Technology 523.0 $378K 0.05% NEW $723.00 -31.9%
6 INTC INTEL CORP Technology 2,191.0 $306K 0.04% NEW $139.63 -35.5%
7 KLAC KLA CORP Technology 921.0 $278K 0.04% NEW $301.71 -39.0%
8 CSCO CISCO SYS INC Technology 2,236.0 $263K 0.04% NEW $117.46 -5.5%
9 BSVO EA SERIES TRUST 8,802.0 $257K 0.04% NEW $29.19 +1.5%
10 IXUS ISHARES TR 2,520.0 $241K 0.03% NEW $95.44 +2.6%
11 DFUV DIMENSIONAL ETF TRUST 4,222.0 $232K 0.03% NEW $55.01 +4.4%
12 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 482.0 $230K 0.03% NEW $477.57 -12.3%
13 SPYG SPDR SERIES TRUST 1,887.0 $225K 0.03% NEW $118.99 +1.0%
14 QQQ INVESCO QQQ TR Financial Services 301.0 $222K 0.03% NEW $736.37 -3.1%
15 DIA STATE STR SPDR DOW JONES IND Financial Services 420.0 $219K 0.03% NEW $522.39 +1.9%
16 V VISA INC Financial Services 601.0 $206K 0.03% NEW $343.09 +8.1%

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 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%