MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC reported 120 positions worth $703.0M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: DFCF (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFCF | SH | $67.2M | 9.56% | 1,592,020 | — | — | |
| ▸ 2 | DFSD | SH | $60.7M | 8.64% | 1,271,511 | — | — | |
| ▸ 3 | DUHP | SH | $50.8M | 7.23% | 1,218,192 | — | — | |
| ▸ 4 | SPYM | SH | $46.1M | 6.56% | 525,107 | — | — | |
| ▸ 5 | DFGX | SH | $39.6M | 5.63% | 738,963 | — | — | |
| ▸ 6 | VTV | SH | $31.0M | 4.41% | 142,237 | — | — | |
| ▸ 7 | DFIC | SH | $30.5M | 4.34% | 818,259 | — | — | |
| ▸ 8 | DFAE | SH | $30.0M | 4.26% | 745,037 | — | — | |
| ▸ 9 | DFAS | SH | $29.2M | 4.16% | 354,823 | — | — | |
| ▸ 10 | VUG | SH | $25.0M | 3.56% | 290,322 | — | — |
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Frequently Asked Questions
What stocks does MARKET STREET WEALTH MANAGEMENT ADVISORS LLC hold as of Q2 2026?
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC reported 120 positions worth $703.0M in its Q2 2026 13F filing. Largest positions: DFCF (9.6%), DFSD (8.6%), DUHP (7.2%), SPYM (6.6%) and DFGX (5.6%).
What did MARKET STREET WEALTH MANAGEMENT ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MARKET STREET WEALTH MANAGEMENT ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.