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Main Street Financial Solutions, LLC - Portfolio Stock Holdings

Main Street Financial Solutions, LLC disclosed 624 stock positions in a recent SEC 13F filing. $1,334,150,186 of stock holdings were filed, with the largest holdings including VTI, SCHG, and SCHD. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 17, 2026.

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:

Dec. 31, 2025

No. of Stocks:

624

Est. Stock Holding Value:

$1,334,150,186

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.