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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
Page 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK OF AMER CORP Financial Services 8,166.0 $465K 0.07% +535.0 +7.0% $56.98 +8.3%
82 SLYV SPDR SERIES TRUST 4,208.0 $459K 0.07% $109.11 +1.2%
83 VEA VANGUARD TAX-MANAGED FDS 6,358.0 $453K 0.06% $71.25 +3.0%
84 IJR ISHARES TR 2,992.0 $444K 0.06% -133.0 -4.3% $148.31 -0.7%
85 TIP ISHARES TR 4,007.0 $438K 0.06% $109.43 -2.1%
86 ESGV VANGUARD WORLD FD 3,079.0 $407K 0.06% $132.24 +2.7%
87 LRCX LAM RESEARCH CORP Technology 936.0 $406K 0.06% NEW $433.33 -27.5%
88 AMAT APPLIED MATLS INC Technology 523.0 $378K 0.05% NEW $723.00 -31.9%
89 VGLT VANGUARD SCOTTSDALE FDS 6,797.0 $375K 0.05% $55.18 -4.4%
90 DUK DUKE ENERGY CORP NEW Utilities 2,900.0 $367K 0.05% +28.0 +1.0% $126.57 -5.3%
91 CAT CATERPILLAR INC Industrials 341.0 $363K 0.05% +34.0 +11.1% $1065.70 -22.3%
92 PG PROCTER & GAMBLE CO Consumer Defensive 2,469.0 $362K 0.05% +101.0 +4.3% $146.64 -1.3%
93 HD HOME DEPOT INC Consumer Cyclical 1,023.0 $361K 0.05% +400.0 +64.2% $352.68 -4.8%
94 VOOG VANGUARD ADMIRAL FDS INC 4,311.0 $356K 0.05% +4K +488.1% $82.62 +1.0%
95 STIP ISHARES TR 3,483.0 $356K 0.05% +65.0 +1.9% $102.16 -1.2%
96 VYM VANGUARD WHITEHALL FDS 2,203.0 $348K 0.05% $158.03 +4.4%
97 SCHB SCHWAB STRATEGIC TR 11,468.0 $332K 0.05% $28.96 +2.2%
98 INTC INTEL CORP Technology 2,191.0 $306K 0.04% NEW $139.63 -35.5%
99 JNJ JOHNSON & JOHNSON Healthcare 1,164.0 $296K 0.04% -9.0 -0.8% $253.97 +6.4%
100 WMT WALMART INC Consumer Defensive 2,600.0 $294K 0.04% -68.0 -2.5% $113.25 -8.4%
Page 5 of 6  ·  120 positions

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%