MARKET STREET WEALTH MANAGEMENT ADVISORS LLC - Portfolio Stock Holdings
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC disclosed 122 stock positions in a recent SEC 13F filing. $702,982,202 of stock holdings were filed, with the largest holdings including DFCF, DFSD, and DUHP. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $775,997,048 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
122Est. Stock Holding Value:
$702,982,202Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...