account_balance
Investment manager · 13F filer · SEC CIK 1767601
Market Street Wealth Management Advisors LLC
Reported value$703Mas of Sep 30, 2026
Positions135 21 new, 6 sold out
Top 10 weight41.3%SPYM alone is 7%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
6.6%
DFICDimensional ETF Trust
4.9%Added +13%
VCSHVanguard Scottsdale FDS
4.3%Added +32%
BLCRBlackRock ETF Trust
4.3%New
VTVVanguard Index FDS
4.0%Trimmed −8%
DFCFDimensional ETF Trust
3.8%Trimmed −58%
DFSDDimensional ETF Trust
3.7%Trimmed −56%
VUGVanguard Index FDS
3.5%Trimmed −7%
DUHPDimensional ETF Trust
3.1%Trimmed −57%
IVViShares Tr
3.1%
DFIVDimensional ETF Trust
3.0%
SPIBSPDR Series Trust
2.8%New
SPYMSPDR Series Trust
6.6%
DFICDimensional ETF Trust
4.9%
VCSHVanguard Scottsdale FDS
4.3%
BLCRBlackRock ETF Trust
4.3%New
VTVVanguard Index FDS
4.0%−8%
DFCFDimensional ETF Trust
3.8%−58%
DFSDDimensional ETF Trust
3.7%
VUGVanguard Index FDS
3.5%
DUHPDimensional ETF Trust
3.1%
IVViShares Tr
3.1%
DFIVDimensional ETF Trust
3.0%
SPIBSPDR Series Trust
2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 6.6% Held
DFIC Dimensional ETF Trust 4.9% Added +13%
VCSH Vanguard Scottsdale FDS 4.3% Added +32%
BLCR BlackRock ETF Trust 4.3% New
VTV Vanguard Index FDS 4.0% Trimmed −8%
DFCF Dimensional ETF Trust 3.8% Trimmed −58%
DFSD Dimensional ETF Trust 3.7% Trimmed −56%
VUG Vanguard Index FDS 3.5% Trimmed −7%
DUHP Dimensional ETF Trust 3.1% Trimmed −57%
IVV iShares Tr 3.1% Held
DFIV Dimensional ETF Trust 3.0% Held
SPIB SPDR Series Trust 2.8% New
What changed
Biggest moves since Jun 30, 2026
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