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: $703.0M120 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$285K	0.0%	1,131 SH	New
ADVANCED MICRO DEVICES INC	COM	$587K	0.1%	1,011 SH	New
ALPHABET INC	CAP STK CL A	$2.2M	0.3%Prev: 0.1%	6,081 SH	Increased+1,125 SH
ALPHABET INC	CAP STK CL C	$895K	0.1%Prev: 0.0%	2,533 SH	Increased+1,005 SH
AMAZON COM INC	COM	$1.9M	0.3%Prev: 0.2%	7,917 SH	Increased+1,263 SH
APPLE INC	COM	$5.2M	0.7%Prev: 0.5%	18,121 SH	Increased+3,629 SH
APPLIED MATLS INC	COM	$378K	0.1%	523 SH	New
BANK OF AMER CORP	COM	$465K	0.1%	8,166 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$501K	0.1%Prev: 0.1%	1,002 SH	Increased+131 SH
BROADCOM INC	COM	$1.2M	0.2%Prev: 0.1%	3,059 SH	Increased+799 SH
CATERPILLAR INC	COM	$363K	0.1%	341 SH	New
CISCO SYS INC	COM	$263K	0.0%	2,236 SH	New
COSTCO WHOLESALE CORPORATION	COM	$260K	0.0%	278 SH	New
CUMMINS INC	COM	$270K	0.0%	379 SH	New
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$67.2M	9.6%	1,592,020 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$30.0M	4.3%Prev: 3.9%	745,037 SH	Increased-72,738 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.6M	0.2%Prev: 0.2%	54,279 SH	Increased+4,564 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$12.8M	1.8%Prev: 2.0%	310,187 SH	Increased+20,016 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$20.4M	2.9%Prev: 2.9%	377,359 SH	Increased-37,326 SH
DIMENSIONAL ETF TRUST	INTL COR FIX ETF	$39.6M	5.6%	738,963 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.4M	0.9%Prev: 0.8%	154,268 SH	Increased+4,608 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$30.5M	4.3%Prev: 4.4%	818,259 SH	Increased-42,052 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$16.5M	2.3%Prev: 2.3%	482,643 SH	Increased-4,056 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$60.7M	8.6%	1,271,511 SH	New
DIMENSIONAL ETF TRUST	ULTR FIX INC ETF	$17.8M	2.5%	350,343 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$649K	0.1%	14,640 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$4.8M	0.7%Prev: 0.5%	92,522 SH	Increased+20,400 SH
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$1.9M	0.3%	23,501 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$50.8M	7.2%	1,218,192 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$232K	0.0%	4,222 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$29.2M	4.2%Prev: 3.6%	354,823 SH	Increased+4,183 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.4M	0.2%Prev: 0.2%	37,777 SH	Increased-1,356 SH
DUKE ENERGY CORP NEW	COM NEW	$367K	0.1%Prev: 0.1%	2,900 SH	Increased-178 SH
EA SERIES TRUST	BRID OMN SMA ETF	$257K	0.0%	8,802 SH	New
ELI LILLY & CO	COM	$20.1M	2.9%Prev: 2.0%	16,753 SH	Increased+1,014 SH
EXXON MOBIL CORP	COM	$251K	0.0%	1,838 SH	New
GE AEROSPACE	COM NEW	$819K	0.1%Prev: 0.1%	2,192 SH	Increased+195 SH
GE VERNOVA INC	COM	$657K	0.1%Prev: 0.0%	559 SH	Increased+48 SH
GILEAD SCIENCES INC	COM	$1.0M	0.1%	8,159 SH	New
HOME DEPOT INC	COM	$361K	0.1%Prev: 0.1%	1,023 SH	Increased+166 SH
INTEL CORP	COM	$306K	0.0%	2,191 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$5.9M	0.8%Prev: 0.8%	108,668 SH	Increased-4,724 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$751K	0.1%Prev: 0.1%	13,466 SH	Increased-86 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.3M	0.8%Prev: 0.8%	25,006 SH	Increased-1,244 SH
INVESCO QQQ TR	UNIT SER 1	$222K	0.0%	301 SH	New
ISHARES GOLD TR	ISHARES NEW	$212K	0.0%	2,803 SH	New
ISHARES INC	MSCI EMERG MRKT	$723K	0.1%Prev: 0.1%	9,607 SH	Increased-656 SH
ISHARES TR	0-5 YR TIPS ETF	$356K	0.1%Prev: 0.1%	3,483 SH	Increased+112 SH
ISHARES TR	1 3 YR TREAS BD	$233K	0.0%Prev: 0.0%	2,842 SH	Increased+92 SH
ISHARES TR	CORE DIV GRWTH	$636K	0.1%Prev: 0.1%	8,392 SH	Decreased-4,840 SH
ISHARES TR	CORE MSCI EAFE	$1.4M	0.2%Prev: 0.2%	14,095 SH	Increased-1,167 SH
ISHARES TR	CORE MSCI TOTAL	$241K	0.0%	2,520 SH	New
ISHARES TR	CORE S&P SCP ETF	$444K	0.1%Prev: 0.1%	2,992 SH	Decreased-1,453 SH
ISHARES TR	CORE S&P500 ETF	$21.6M	3.1%Prev: 3.1%	28,809 SH	Increased-1,329 SH
ISHARES TR	EAFE GRWTH ETF	$2.4M	0.3%Prev: 0.4%	19,242 SH	Decreased-2,918 SH
ISHARES TR	EAFE VALUE ETF	$4.6M	0.7%Prev: 0.6%	60,619 SH	Increased-1,861 SH
ISHARES TR	IBOXX INV CP ETF	$255K	0.0%Prev: 0.0%	2,337 SH	Decreased-313 SH
ISHARES TR	ISHS 5-10YR INVT	$1.7M	0.2%Prev: 0.3%	31,084 SH	Decreased-4,680 SH
ISHARES TR	MBS ETF	$282K	0.0%Prev: 0.0%	2,981 SH	Decreased-64 SH
ISHARES TR	MSCI USA QLT FCT	$4.8M	0.7%Prev: 0.6%	21,658 SH	Increased+1,820 SH
ISHARES TR	RUS 1000 GRW ETF	$9.1M	1.3%Prev: 1.3%	73,138 SH	Increased+54,024 SH
ISHARES TR	RUS 1000 VAL ETF	$1.6M	0.2%Prev: 0.2%	6,616 SH	Increased-533 SH
ISHARES TR	RUSSELL 2000 ETF	$548K	0.1%Prev: 0.1%	1,822 SH	Increased-155 SH
ISHARES TR	S&P 500 GRWT ETF	$2.2M	0.3%Prev: 0.3%	16,305 SH	Increased-777 SH
ISHARES TR	S&P 500 VAL ETF	$3.0M	0.4%Prev: 0.5%	13,168 SH	Increased-1,093 SH
ISHARES TR	SP SMCP600VL ETF	$667K	0.1%Prev: 0.1%	4,882 SH	Increased-1,236 SH
ISHARES TR	TIPS BD ETF	$438K	0.1%Prev: 0.1%	4,007 SH	Decreased
ISHARES TR	U S EQUITY FACTR	$2.2M	0.3%Prev: 0.4%	28,705 SH	Decreased-5,596 SH
ISHARES TR	U.S. TECH ETF	$2.8M	0.4%Prev: 0.3%	11,116 SH	Increased-657 SH
ISHARES TR	ULTRA SHORT DUR	$594K	0.1%Prev: 0.1%	11,736 SH	Increased+387 SH
ISHARES TR	USD INV GRDE ETF	$669K	0.1%Prev: 0.1%	13,040 SH	Decreased-218 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$816K	0.1%Prev: 0.1%	16,135 SH	Increased+734 SH
JOHNSON & JOHNSON	COM	$296K	0.0%	1,164 SH	New
JPMORGAN CHASE & CO	COM	$1.7M	0.2%	5,239 SH	New
KLA CORP	COM NEW	$278K	0.0%	921 SH	New
LAM RESEARCH CORP	COM NEW	$406K	0.1%	936 SH	New
MAPLIGHT THERAPEUTICS INC	COM	$506K	0.1%	14,124 SH	New
META PLATFORMS INC	CL A	$812K	0.1%Prev: 0.2%	1,441 SH	Decreased+166 SH
MICRON TECHNOLOGY INC	COM	$598K	0.1%	518 SH	New
MICROSOFT CORP	COM	$2.2M	0.3%Prev: 0.4%	5,893 SH	Decreased+367 SH
NVIDIA CORPORATION	COM	$4.1M	0.6%Prev: 0.4%	20,305 SH	Increased+4,628 SH
PROCTER & GAMBLE CO	COM	$362K	0.1%	2,469 SH	New
RAYMOND JAMES FINL INC	COM	$206K	0.0%Prev: 0.0%	1,356 SH	Decreased-34 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$224K	0.0%	6,184 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$497K	0.1%	15,993 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$839K	0.1%Prev: 0.1%	30,287 SH	Increased+162 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$332K	0.0%Prev: 0.0%	11,468 SH	Increased
SCHWAB STRATEGIC TR	US LCAP VA ETF	$891K	0.1%Prev: 0.2%	25,610 SH	Decreased-8,445 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	0.3%Prev: 0.3%	73,830 SH	Increased-5,562 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.3M	0.2%Prev: 0.2%	36,413 SH	Increased-290 SH
SIMON PPTY GROUP INC NEW	COM	$660K	0.1%Prev: 0.1%	2,952 SH	Increased-5 SH
SPDR SERIES TRUST	ST STR P500ETF	$46.1M	6.6%	525,107 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$225K	0.0%	1,887 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$602K	0.1%	3,953 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$459K	0.1%	4,208 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$219K	0.0%	420 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.3M	1.2%	11,180 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$230K	0.0%	482 SH	New
TESLA INC	COM	$981K	0.1%Prev: 0.1%	2,332 SH	Increased+465 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$356K	0.1%Prev: 0.0%	4,311 SH	Increased+3,646 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$887K	0.1%Prev: 0.2%	11,570 SH	Decreased-2,478 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.8M	0.7%Prev: 0.8%	65,560 SH	Decreased-1,200 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.2M	0.2%Prev: 0.1%	24,276 SH	Increased+12,234 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$8.4M	1.2%Prev: 3.0%	173,938 SH	Decreased-202,610 SH
VANGUARD INDEX FDS	GROWTH ETF	$25.0M	3.6%Prev: 3.7%	290,322 SH	Increased+239,059 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.6M	0.4%Prev: 0.4%	7,576 SH	Increased-489 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.4M	1.1%Prev: 1.1%	10,840 SH	Increased-577 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.7M	0.2%Prev: 0.3%	6,903 SH	Increased-1,062 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.3M	0.3%Prev: 0.3%	7,515 SH	Increased-1,510 SH
VANGUARD INDEX FDS	VALUE ETF	$31.0M	4.4%Prev: 4.0%	142,237 SH	Increased+2,685 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	0.3%Prev: 0.3%	32,738 SH	Increased-5,168 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.9M	0.7%Prev: 1.0%	58,965 SH	Decreased-14,544 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$375K	0.1%Prev: 0.1%	6,797 SH	Decreased-209 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$23.5M	3.3%Prev: 3.5%	297,254 SH	Increased+29,589 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$453K	0.1%Prev: 0.1%	6,358 SH	Increased+21 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$348K	0.0%Prev: 0.0%	2,203 SH	Increased
VANGUARD WORLD FD	ESG US STK ETF	$407K	0.1%Prev: 0.1%	3,079 SH	Increased-475 SH
VANGUARD WORLD FD	INF TECH ETF	$1.5M	0.2%Prev: 0.2%	12,587 SH	Increased+10,983 SH
VISA INC	COM CL A	$206K	0.0%Prev: 0.0%	601 SH	Increased+27 SH
WALMART INC	COM	$294K	0.0%	2,600 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $328K
COSTCO WHSL CORP NEW — $1.9M
DIMENSIONAL ETF TRUST — $57.5M
DIMENSIONAL ETF TRUST — $25.3M
DIMENSIONAL ETF TRUST — $55.5M
DIMENSIONAL ETF TRUST — $34.2M
DIMENSIONAL ETF TRUST — $316K
DIMENSIONAL ETF TRUST — $1.8M
DIMENSIONAL ETF TRUST — $41.8M
ISHARES TR — $239K
ISHARES TR — $236K
JPMORGAN CHASE & CO. — $1.1M
NETFLIX INC — $271K
PALANTIR TECHNOLOGIES INC — $202K
PROCTER AND GAMBLE CO — $451K
SPDR S&P 500 ETF TR — $7.0M
SPDR SERIES TRUST — $39.3M
SPDR SERIES TRUST — $336K
SPDR SERIES TRUST — $614K

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