MainStreet Investment Advisors LLC

CIK: 0001729854SEC EDGAR →

Portfolio Value

$695.6M

Holdings

159

As of

Q4 2025

New Positions

12

Closed Positions

5

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

iShares Core S&P Mid-Cap ETF

654,846$43.2M
6.21%
2

iShares MSCI EAFE ETF

422,804$40.6M
5.84%
3

Apple Inc

140,101$38.1M
5.48%
4

Microsoft Corp

70,522$34.1M
4.90%
5

Vanguard Short-Term Treasury E

504,878$29.7M
4.26%
6

Alphabet Inc

74,147$23.2M
3.34%
7

JPMorgan Chase & Co

64,722$20.9M
3.00%
8

iShares Core S&P Small-Cap ETF

158,609$19.1M
2.74%
9

Blackrock Inc

17,406$18.6M
2.68%
10

NVIDIA Corp

78,088$14.6M
2.09%

Quarterly Changes

Top Buys

ORCL↑ Increased
$955K
LLY↑ Increased
$888K
AMDNEW
$718K
IBM↑ Increased
$627K
META↑ Increased
$599K

Top Sells

MSFT↓ Decreased
$5.3M
GOOGL↓ Decreased
$3.8M
BLK↓ Decreased
$3.3M
HD↓ Decreased
$2.9M
PG↓ Decreased
$2.0M

New Positions (7)

$718K · 3K shares
$593K · 2K shares
$530K · 11K shares
$471K · 3K shares
$239K · 619 shares
$231K · 2K shares
$213K · 4K shares

Closed Positions (9)

$337K · 4K shares
$333K · 4K shares
$250K · 4K shares
$244K · 2K shares
$238K · 3K shares
$223K · 1K shares
$219K · 1K shares
$204K · 4K shares
$201K · 800 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services58$282.1M40.6%
Technology24$140.0M20.1%
Industrials16$62.5M9.0%
Healthcare13$46.6M6.7%
Consumer Cyclical9$45.4M6.5%
Consumer Defensive8$35.7M5.1%
Communication Services7$35.5M5.1%
Energy5$15.0M2.2%
Utilities5$14.1M2.0%
Unknown8$12.8M1.8%
Real Estate3$4.9M0.7%
Basic Materials3$1.0M0.1%