MARKET STREET WEALTH MANAGEMENT ADVISORS LLC — 13F holdings

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC reported 136 holdings worth $703M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $46.2M (6.6%)
  2. DFIC DIMENSIONAL ETF TRUST — $34.7M (4.9%)
  3. VCSH VANGUARD SCOTTSDALE FDS — $30.4M (4.3%)
  4. BLCR BLACKROCK ETF TRUST — $30.4M (4.3%)
  5. VTV VANGUARD INDEX FDS — $28.4M (4.0%)
  6. DFCF DIMENSIONAL ETF TRUST — $26.5M (3.8%)
  7. DFSD DIMENSIONAL ETF TRUST — $25.8M (3.7%)
  8. VUG VANGUARD INDEX FDS — $24.4M (3.5%)
  9. DUHP DFA INVT DIMENSIONS GROUP IN — $22.1M (3.1%)
  10. IVV ISHARES TR — $21.6M (3.1%)