Market Street Wealth Management Advisors
$703M 13F equity value
122 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Market Street Wealth Management Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 1,592,020 | $67M | 9.6% |
| DFSD | DIMENSIONAL ETF TRUST | 1,271,511 | $61M | 8.6% |
| DUHP | DIMENSIONAL ETF TRUST | 1,218,192 | $51M | 7.2% |
| SPYM | SPDR SERIES TRUST | 525,107 | $46M | 6.6% |
| DFGX | DIMENSIONAL ETF TRUST | 738,963 | $40M | 5.6% |
| VTV | VANGUARD INDEX FDS | 142,237 | $31M | 4.4% |
| DFIC | DIMENSIONAL ETF TRUST | 818,259 | $30M | 4.3% |
| DFAE | DIMENSIONAL ETF TRUST | 745,037 | $30M | 4.3% |
| DFAS | DIMENSIONAL ETF TRUST | 354,823 | $29M | 4.2% |
| VUG | VANGUARD INDEX FDS | 290,322 | $25M | 3.6% |
Track Market Street Wealth Management Advisors's 13F portfolio: $703M in reported holdings, 122 positions. Top holdings and quarterly changes on SentiSense.
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