MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

CIK 0001767601 • 6 13F filings • Apr 18, 2025 – Jul 20, 2026

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Filer information

Filed by: MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Chief Compliance Officer
Address: 3105 E 98TH STREET, SUITE 170, INDIANAPOLIS, IN, 46280
Phone: 317-870-1379
AUM: $643.1M

AUM over time

$703.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $588.7M96 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$743K	0.1%	4,803 SH
AMAZON COM INC	COM	$1.2M	0.2%	6,552 SH
APPLE INC	COM	$3.2M	0.5%	14,438 SH
BANK AMERICA CORP	COM	$251K	0.0%	6,008 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$410K	0.1%	770 SH
BROADCOM INC	COM	$246K	0.0%	1,469 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.3%	2,136 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$56.1M	9.5%	1,333,299 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$21.1M	3.6%	814,257 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$20.8M	3.5%	397,836 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.3M	0.2%	50,393 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$12.0M	2.0%	284,005 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$16.8M	2.9%	427,708 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.5M	0.8%	145,266 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$24.1M	4.1%	866,706 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$13.0M	2.2%	480,941 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$54.6M	9.3%	1,148,337 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$43.0M	7.3%	847,825 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.9M	0.5%	74,771 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.6M	0.3%	26,723 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$39.5M	6.7%	1,192,398 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$21.0M	3.6%	351,250 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$981K	0.2%	37,461 SH
DUKE ENERGY CORP NEW	COM NEW	$368K	0.1%	3,016 SH
ELI LILLY & CO	COM	$13.1M	2.2%	15,859 SH
GE AEROSPACE	COM NEW	$381K	0.1%	1,906 SH
HOME DEPOT INC	COM	$253K	0.0%	689 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$4.6M	0.8%	114,139 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$513K	0.1%	13,552 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.7M	0.8%	26,912 SH
ISHARES INC	MSCI EMERG MRKT	$673K	0.1%	11,528 SH
ISHARES TR	0-5 YR TIPS ETF	$341K	0.1%	3,300 SH
ISHARES TR	1 3 YR TREAS BD	$227K	0.0%	2,740 SH
ISHARES TR	10-20 YR TRS ETF	$296K	0.1%	2,855 SH
ISHARES TR	CORE DIV GRWTH	$833K	0.1%	13,485 SH
ISHARES TR	CORE MSCI EAFE	$1.3M	0.2%	17,084 SH
ISHARES TR	CORE S&P MCP ETF	$226K	0.0%	3,865 SH
ISHARES TR	CORE S&P SCP ETF	$502K	0.1%	4,801 SH
ISHARES TR	CORE S&P500 ETF	$17.2M	2.9%	30,660 SH
ISHARES TR	EAFE GRWTH ETF	$2.4M	0.4%	24,242 SH
ISHARES TR	EAFE VALUE ETF	$3.6M	0.6%	61,010 SH
ISHARES TR	IBOXX INV CP ETF	$288K	0.0%	2,650 SH
ISHARES TR	ISHS 5-10YR INVT	$2.2M	0.4%	40,947 SH
ISHARES TR	MBS ETF	$286K	0.0%	3,045 SH
ISHARES TR	MSCI USA QLT FCT	$2.4M	0.4%	13,892 SH
ISHARES TR	RUS 1000 GRW ETF	$7.1M	1.2%	19,766 SH
ISHARES TR	RUS 1000 VAL ETF	$1.3M	0.2%	7,149 SH
ISHARES TR	RUSSELL 2000 ETF	$394K	0.1%	1,977 SH
ISHARES TR	S&P 500 GRWT ETF	$1.6M	0.3%	17,158 SH
ISHARES TR	S&P 500 VAL ETF	$2.8M	0.5%	14,764 SH
ISHARES TR	SP SMCP600VL ETF	$659K	0.1%	6,758 SH
ISHARES TR	TIPS BD ETF	$445K	0.1%	4,007 SH
ISHARES TR	U S EQUITY FACTR	$2.3M	0.4%	38,893 SH
ISHARES TR	U.S. ENERGY ETF	$221K	0.0%	4,487 SH
ISHARES TR	U.S. TECH ETF	$1.7M	0.3%	11,974 SH
ISHARES TR	ULTRA SHORT-TERM	$569K	0.1%	11,223 SH
ISHARES TR	USD INV GRDE ETF	$677K	0.1%	13,258 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.3M	0.2%	24,973 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$263K	0.0%	4,655 SH
JPMORGAN CHASE & CO.	COM	$814K	0.1%	3,317 SH
META PLATFORMS INC	CL A	$673K	0.1%	1,167 SH
MICROSOFT CORP	COM	$1.6M	0.3%	4,202 SH
NVIDIA CORPORATION	COM	$1.6M	0.3%	14,380 SH
PROCTER AND GAMBLE CO	COM	$521K	0.1%	3,059 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$599K	0.1%	30,306 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$247K	0.0%	11,468 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$921K	0.2%	34,653 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.8M	0.3%	80,236 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$860K	0.1%	36,703 SH
SIMON PPTY GROUP INC NEW	COM	$487K	0.1%	2,930 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.5M	1.1%	11,662 SH
SPDR SER TR	PORTFOLIO S&P500	$35.3M	6.0%	536,261 SH
SPDR SER TR	S&P 600 SMCP VAL	$335K	0.1%	4,270 SH
SPDR SER TR	S&P DIVID ETF	$640K	0.1%	4,714 SH
TESLA INC	COM	$481K	0.1%	1,857 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$226K	0.0%	677 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$1.5M	0.3%	19,473 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.7M	0.8%	64,539 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$496K	0.1%	9,948 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$22.3M	3.8%	457,399 SH
VANGUARD INDEX FDS	GROWTH ETF	$18.7M	3.2%	50,421 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.1M	0.4%	8,085 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.9M	1.0%	11,446 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.5M	0.3%	8,105 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.0M	0.3%	9,004 SH
VANGUARD INDEX FDS	VALUE ETF	$24.0M	4.1%	138,765 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	0.3%	37,906 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.9M	1.2%	84,033 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$404K	0.1%	7,006 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$21.0M	3.6%	266,619 SH
VANGUARD STAR FDS	VG TL INTL STK F	$246K	0.0%	3,966 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$321K	0.1%	6,307 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$284K	0.0%	2,203 SH
VANGUARD WORLD FD	ESG US STK ETF	$348K	0.1%	3,554 SH
VANGUARD WORLD FD	INF TECH ETF	$937K	0.2%	1,727 SH
WESCO INTL INC	COM	$555K	0.1%	3,575 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001767601-26-000001	$643.1M	View
Oct 14, 2025	Q3 2025	13F-HR	0001767601-25-000007	$629.7M	View
Jul 20, 2026