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Main Street Financial Solutions, LLC - Portfolio Stock Holdings

Main Street Financial Solutions, LLC disclosed 638 stock positions in a recent SEC 13F filing. $1,546,375,436 of stock holdings were filed, with the largest holdings including VTI, NMM, and SCHG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,508,000,000 and has 41 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

638

Est. Stock Holding Value:

$1,546,375,436

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Main Street Financial Solutions, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Main Street Financial Solutions, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.