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: $629.7M101 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.2M	0.2%Prev: 0.3%	5,019 SH	Decreased-1,062 SH
ALPHABET INC	CAP STK CL C	$392K	0.1%Prev: 0.1%	1,610 SH	Decreased-923 SH
AMAZON COM INC	COM	$1.5M	0.2%Prev: 0.3%	6,998 SH	Decreased-919 SH
APPLE INC	COM	$4.0M	0.6%Prev: 0.7%	15,594 SH	Decreased-2,527 SH
BANK AMERICA CORP	COM	$358K	0.1%	6,942 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$416K	0.1%Prev: 0.1%	828 SH	Decreased-174 SH
BROADCOM INC	COM	$754K	0.1%Prev: 0.2%	2,286 SH	Decreased-773 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.3%	1,925 SH	New
CUMMINS INC	COM	$207K	0.0%Prev: 0.0%	489 SH	Decreased+110 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$60.2M	9.6%	1,407,623 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$25.2M	4.0%Prev: 4.3%	800,445 SH	Decreased+55,408 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$29.8M	4.7%	552,597 SH	New
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.4M	0.2%Prev: 0.2%	51,568 SH	Decreased-2,711 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$12.6M	2.0%Prev: 1.8%	298,455 SH	Decreased-11,732 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$18.5M	2.9%Prev: 2.9%	401,280 SH	Decreased+23,921 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$5.5M	0.9%Prev: 0.9%	152,597 SH	Decreased-1,671 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$27.2M	4.3%Prev: 4.3%	830,955 SH	Decreased+12,696 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$14.6M	2.3%Prev: 2.3%	480,855 SH	Decreased-1,788 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$57.0M	9.0%	1,182,022 SH	New
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$24.8M	3.9%	487,427 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$3.8M	0.6%Prev: 0.7%	81,991 SH	Decreased-10,531 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$326K	0.1%	8,453 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.9M	0.3%	26,723 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$44.0M	7.0%	1,164,442 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$23.7M	3.8%Prev: 4.2%	346,089 SH	Decreased-8,734 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.2M	0.2%Prev: 0.2%	37,492 SH	Decreased-285 SH
DUKE ENERGY CORP NEW	COM NEW	$386K	0.1%Prev: 0.1%	3,121 SH	Increased+221 SH
ELI LILLY & CO	COM	$12.0M	1.9%Prev: 2.9%	15,697 SH	Decreased-1,056 SH
GE AEROSPACE	COM NEW	$602K	0.1%Prev: 0.1%	2,000 SH	Decreased-192 SH
GE VERNOVA INC	COM	$316K	0.1%Prev: 0.1%	514 SH	Decreased-45 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$202K	0.0%	2,250 SH	New
HOME DEPOT INC	COM	$321K	0.1%Prev: 0.1%	791 SH	Decreased-232 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$5.1M	0.8%Prev: 0.8%	112,738 SH	Decreased+4,070 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$616K	0.1%Prev: 0.1%	13,552 SH	Decreased+86 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.0M	0.8%Prev: 0.8%	26,248 SH	Decreased+1,242 SH
ISHARES GOLD TR	ISHARES NEW	$230K	0.0%Prev: 0.0%	3,165 SH	Increased+362 SH
ISHARES INC	MSCI EMERG MRKT	$655K	0.1%Prev: 0.1%	10,263 SH	Decreased+656 SH
ISHARES TR	0-5 YR TIPS ETF	$349K	0.1%Prev: 0.1%	3,378 SH	Decreased-105 SH
ISHARES TR	1 3 YR TREAS BD	$232K	0.0%Prev: 0.0%	2,798 SH	Decreased-44 SH
ISHARES TR	10-20 YR TRS ETF	$242K	0.0%	2,348 SH	New
ISHARES TR	CORE DIV GRWTH	$711K	0.1%Prev: 0.1%	10,437 SH	Increased+2,045 SH
ISHARES TR	CORE MSCI EAFE	$1.3M	0.2%Prev: 0.2%	15,002 SH	Decreased+907 SH
ISHARES TR	CORE S&P SCP ETF	$520K	0.1%Prev: 0.1%	4,375 SH	Increased+1,383 SH
ISHARES TR	CORE S&P500 ETF	$20.1M	3.2%Prev: 3.1%	29,973 SH	Decreased+1,164 SH
ISHARES TR	EAFE GRWTH ETF	$2.3M	0.4%Prev: 0.3%	20,611 SH	Decreased+1,369 SH
ISHARES TR	EAFE VALUE ETF	$4.2M	0.7%Prev: 0.7%	61,980 SH	Decreased+1,361 SH
ISHARES TR	IBOXX INV CP ETF	$295K	0.0%Prev: 0.0%	2,650 SH	Increased+313 SH
ISHARES TR	ISHS 5-10YR INVT	$1.9M	0.3%Prev: 0.2%	35,764 SH	Increased+4,680 SH
ISHARES TR	MBS ETF	$290K	0.0%Prev: 0.0%	3,045 SH	Increased+64 SH
ISHARES TR	MSCI USA QLT FCT	$3.8M	0.6%Prev: 0.7%	19,628 SH	Decreased-2,030 SH
ISHARES TR	RUS 1000 GRW ETF	$8.7M	1.4%Prev: 1.3%	18,611 SH	Decreased-54,527 SH
ISHARES TR	RUS 1000 VAL ETF	$1.4M	0.2%Prev: 0.2%	6,990 SH	Decreased+374 SH
ISHARES TR	RUSSELL 2000 ETF	$458K	0.1%Prev: 0.1%	1,892 SH	Decreased+70 SH
ISHARES TR	S&P 500 GRWT ETF	$2.0M	0.3%Prev: 0.3%	16,965 SH	Decreased+660 SH
ISHARES TR	S&P 500 VAL ETF	$2.9M	0.5%Prev: 0.4%	14,216 SH	Decreased+1,048 SH
ISHARES TR	SP SMCP600VL ETF	$583K	0.1%Prev: 0.1%	5,275 SH	Decreased+393 SH
ISHARES TR	TIPS BD ETF	$446K	0.1%Prev: 0.1%	4,007 SH	Increased
ISHARES TR	U S EQUITY FACTR	$2.2M	0.3%Prev: 0.3%	31,880 SH	Increased+3,175 SH
ISHARES TR	U.S. TECH ETF	$2.3M	0.4%Prev: 0.4%	11,679 SH	Decreased+563 SH
ISHARES TR	ULTRA SHORT DUR	$588K	0.1%Prev: 0.1%	11,589 SH	Decreased-147 SH
ISHARES TR	USD INV GRDE ETF	$692K	0.1%Prev: 0.1%	13,258 SH	Increased+218 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$695K	0.1%Prev: 0.1%	13,692 SH	Decreased-2,443 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.2%	3,922 SH	New
META PLATFORMS INC	CL A	$1.0M	0.2%Prev: 0.1%	1,378 SH	Increased-63 SH
MICROSOFT CORP	COM	$2.9M	0.5%Prev: 0.3%	5,679 SH	Increased-214 SH
NETFLIX INC	COM	$235K	0.0%	196 SH	New
NVIDIA CORPORATION	COM	$3.1M	0.5%Prev: 0.6%	16,472 SH	Decreased-3,833 SH
PALANTIR TECHNOLOGIES INC	CL A	$281K	0.0%	1,539 SH	New
PROCTER AND GAMBLE CO	COM	$301K	0.0%	1,956 SH	New
RAYMOND JAMES FINL INC	COM	$240K	0.0%Prev: 0.0%	1,389 SH	Increased+33 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$221K	0.0%Prev: 0.0%	6,609 SH	Decreased+425 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$701K	0.1%Prev: 0.1%	30,125 SH	Decreased-162 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$295K	0.0%Prev: 0.0%	11,468 SH	Decreased
SCHWAB STRATEGIC TR	US LCAP VA ETF	$988K	0.2%Prev: 0.1%	33,948 SH	Increased+8,338 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.1M	0.3%Prev: 0.3%	78,469 SH	Decreased+4,639 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.0M	0.2%Prev: 0.2%	36,703 SH	Decreased+290 SH
SIMON PPTY GROUP INC NEW	COM	$547K	0.1%Prev: 0.1%	2,913 SH	Decreased-39 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.6M	1.2%	11,417 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$41.0M	6.5%	523,669 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$374K	0.1%	4,221 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$599K	0.1%	4,277 SH	New
TESLA INC	COM	$791K	0.1%Prev: 0.1%	1,778 SH	Decreased-554 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$284K	0.0%Prev: 0.1%	653 SH	Decreased-3,658 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$1.1M	0.2%Prev: 0.1%	14,048 SH	Increased+2,478 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.9M	0.8%Prev: 0.7%	66,099 SH	Increased+539 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$979K	0.2%Prev: 0.2%	19,587 SH	Decreased-4,689 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$15.0M	2.4%Prev: 1.2%	302,599 SH	Increased+128,661 SH
VANGUARD INDEX FDS	GROWTH ETF	$23.6M	3.7%Prev: 3.6%	49,154 SH	Decreased-241,168 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.4M	0.4%Prev: 0.4%	7,892 SH	Decreased+316 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.9M	1.1%Prev: 1.1%	11,223 SH	Decreased+383 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.6M	0.3%Prev: 0.2%	7,656 SH	Decreased+753 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.2M	0.4%Prev: 0.3%	8,797 SH	Decreased+1,282 SH
VANGUARD INDEX FDS	VALUE ETF	$26.1M	4.1%Prev: 4.4%	140,002 SH	Decreased-2,235 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	0.3%Prev: 0.3%	37,232 SH	Increased+4,494 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.6M	0.9%Prev: 0.7%	66,358 SH	Increased+7,393 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$386K	0.1%Prev: 0.1%	6,797 SH	Increased
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$21.7M	3.4%Prev: 3.3%	270,908 SH	Decreased-26,346 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$380K	0.1%Prev: 0.1%	6,348 SH	Decreased-10 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$311K	0.0%Prev: 0.0%	2,203 SH	Decreased
VANGUARD WORLD FD	ESG US STK ETF	$365K	0.1%Prev: 0.1%	3,079 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$1.2M	0.2%Prev: 0.2%	1,604 SH	Decreased-10,983 SH

Sold (vs prior filing)

ABBVIE INC — $285K
ADVANCED MICRO DEVICES INC — $587K
APPLIED MATLS INC — $378K
BANK OF AMER CORP — $465K
CATERPILLAR INC — $363K
CISCO SYS INC — $263K
COSTCO WHOLESALE CORPORATION — $260K
DIMENSIONAL ETF TRUST — $67.2M
DIMENSIONAL ETF TRUST — $39.6M
DIMENSIONAL ETF TRUST — $60.7M
DIMENSIONAL ETF TRUST — $17.8M
DIMENSIONAL ETF TRUST — $649K
DIMENSIONAL ETF TRUST — $1.9M
DIMENSIONAL ETF TRUST — $50.8M
DIMENSIONAL ETF TRUST — $232K
EA SERIES TRUST — $257K
EXXON MOBIL CORP — $251K
GILEAD SCIENCES INC — $1.0M
INTEL CORP — $306K
INVESCO QQQ TR — $222K
… and 18 more

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