MainStreet Investment Advisors LLC

CIK: 0001729854SEC EDGAR →

Portfolio Value

$696K

Holdings

159

As of

Q4 2025

New Positions

12

Closed Positions

5

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

iShares Core S&P Mid-Cap ETF

654,846$43K
6.21%
2

iShares MSCI EAFE ETF

422,804$41K
5.84%
3

Apple Inc

140,101$38K
5.48%
4

Microsoft Corp

70,522$34K
4.90%
5

Vanguard Short-Term Treasury E

504,878$30K
4.26%
6

Alphabet Inc

74,147$23K
3.34%
7

JPMorgan Chase & Co

64,722$21K
3.00%
8

iShares Core S&P Small-Cap ETF

158,609$19K
2.74%
9

Blackrock Inc

17,406$19K
2.68%
10

NVIDIA Corp

78,088$15K
2.09%

Quarterly Changes

Top Buys

META↑ Increased
$6K
LLY↑ Increased
$2K
URI↑ Increased
$1K
ORCL↑ Increased
$954
AMDNEW
$718

Top Sells

MSFT↓ Decreased
$34K
BLK↓ Decreased
$19K
IVV↓ Decreased
$12K
GS↓ Decreased
$5K
GOOGL↓ Decreased
$4K

New Positions (7)

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

Closed Positions (9)

$337 · 4K shares
$333 · 4K shares
$249 · 4K shares
$243 · 2K shares
$238 · 3K shares
$223 · 1K shares
$218 · 1K shares
$204 · 4K shares
$201 · 800 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services58$282K40.6%
Technology24$140K20.1%
Industrials16$62K9.0%
Healthcare13$47K6.7%
Consumer Cyclical9$45K6.5%
Consumer Defensive8$36K5.1%
Communication Services7$36K5.1%
Energy5$15K2.2%
Utilities5$14K2.0%
Unknown8$13K1.8%
Real Estate3$5K0.7%
Basic Materials3$1K0.1%