MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

CIK 0001767601 • 7 13F filings • Apr 18, 2025 – Oct 9, 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

$702.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $702.9M135 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	DISRUPTORS ETF	$815K	0.1%	6,189 SH	New
ABBVIE INC	COM	$329K	0.0%	1,258 SH	New
ADVANCED MICRO DEVICES INC	COM	$748K	0.1%	1,223 SH	New
ALPHABET INC	CAP STK CL A	$2.2M	0.3%Prev: 0.2%	6,513 SH	Increased+1,494 SH
ALPHABET INC	CAP STK CL C	$925K	0.1%Prev: 0.1%	2,714 SH	Increased+1,104 SH
AMAZON COM INC	COM	$2.2M	0.3%Prev: 0.2%	8,643 SH	Increased+1,645 SH
AMERICAN CENTY ETF TR	AVAN US SMAL ETF	$12.1M	1.7%	175,515 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$11.6M	1.6%	122,988 SH	New
AMGEN INC	COM	$304K	0.0%	720 SH	New
APPLE INC	COM	$6.3M	0.9%Prev: 0.6%	18,906 SH	Increased+3,312 SH
APPLIED MATLS INC	COM	$280K	0.0%	547 SH	New
BANK OF AMER CORP	COM	$504K	0.1%	9,268 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$670K	0.1%Prev: 0.1%	1,345 SH	Increased+517 SH
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$30.4M	4.3%	619,991 SH	New
BROADCOM INC	COM	$1.2M	0.2%Prev: 0.1%	3,278 SH	Increased+992 SH
CATERPILLAR INC	COM	$334K	0.0%	412 SH	New
CHEVRON CORPORATION	COM	$210K	0.0%	1,026 SH	New
CISCO SYS INC	COM	$249K	0.0%	2,310 SH	New
COSTCO WHOLESALE CORPORATION	COM	$239K	0.0%	262 SH	New
CROWDSTRIKE HLDGS INC	CL A	$212K	0.0%	799 SH	New
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$26.5M	3.8%	661,040 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$17.5M	2.5%Prev: 4.0%	445,108 SH	Decreased-355,337 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$848K	0.1%Prev: 0.2%	31,352 SH	Decreased-20,216 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$4.0M	0.6%Prev: 2.0%	101,588 SH	Decreased-196,867 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$20.8M	3.0%Prev: 2.9%	372,724 SH	Increased-28,556 SH
DIMENSIONAL ETF TRUST	INTL COR FIX ETF	$13.5M	1.9%	264,225 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.4M	0.9%Prev: 0.9%	155,530 SH	Increased+2,933 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$34.7M	4.9%Prev: 4.3%	923,856 SH	Increased+92,901 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$15.2M	2.2%Prev: 2.3%	450,841 SH	Increased-30,014 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$25.8M	3.7%	555,735 SH	New
DIMENSIONAL ETF TRUST	ULTR FIX INC ETF	$9.9M	1.4%	195,742 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$596K	0.1%	13,419 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$5.0M	0.7%Prev: 0.6%	95,158 SH	Increased+13,167 SH
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$1.8M	0.2%	21,090 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$22.1M	3.1%	526,515 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$232K	0.0%	4,222 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$12.9M	1.8%Prev: 3.8%	166,346 SH	Decreased-179,743 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$936K	0.1%Prev: 0.2%	25,295 SH	Decreased-12,197 SH
DUKE ENERGY CORP NEW	COM NEW	$330K	0.0%Prev: 0.1%	2,899 SH	Decreased-222 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$13.2M	1.9%	111,199 SH	New
EA SERIES TRUST	BRID OMN SMA ETF	$246K	0.0%	8,802 SH	New
ELI LILLY & CO	COM	$19.6M	2.8%Prev: 1.9%	16,911 SH	Increased+1,214 SH
EXXON MOBIL CORP	COM	$427K	0.1%	2,621 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$346K	0.0%	1,367 SH	New
GE AEROSPACE	COM NEW	$690K	0.1%Prev: 0.1%	2,208 SH	Increased+208 SH
GE VERNOVA INC	COM	$532K	0.1%Prev: 0.1%	560 SH	Increased+46 SH
GILEAD SCIENCES INC	COM	$1.1M	0.2%	7,093 SH	New
HOME DEPOT INC	COM	$302K	0.0%Prev: 0.1%	1,063 SH	Decreased+272 SH
INTEL CORP	COM	$345K	0.0%	2,871 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$5.8M	0.8%Prev: 0.8%	107,348 SH	Increased-5,390 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$705K	0.1%Prev: 0.1%	13,466 SH	Increased-86 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.1M	0.7%Prev: 0.8%	24,741 SH	Increased-1,507 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.2%	1,549 SH	New
ISHARES GOLD TR	ISHARES NEW	$219K	0.0%Prev: 0.0%	2,803 SH	Decreased-362 SH
ISHARES INC	MSCI EMERG MRKT	$696K	0.1%Prev: 0.1%	9,404 SH	Increased-859 SH
ISHARES TR	0-5 YR TIPS ETF	$7.5M	1.1%Prev: 0.1%	75,452 SH	Increased+72,074 SH
ISHARES TR	1 3 YR TREAS BD	$231K	0.0%Prev: 0.0%	2,849 SH	Decreased+51 SH
ISHARES TR	20 YR TR BD ETF	$7.1M	1.0%	91,707 SH	New
ISHARES TR	CORE DIV GRWTH	$511K	0.1%Prev: 0.1%	6,777 SH	Decreased-3,660 SH
ISHARES TR	CORE MSCI EAFE	$1.4M	0.2%Prev: 0.2%	14,399 SH	Increased-603 SH
ISHARES TR	CORE S&P SCP ETF	$362K	0.1%Prev: 0.1%	2,663 SH	Decreased-1,712 SH
ISHARES TR	CORE S&P500 ETF	$21.6M	3.1%Prev: 3.2%	28,237 SH	Increased-1,736 SH
ISHARES TR	EAFE GRWTH ETF	$2.1M	0.3%Prev: 0.4%	17,682 SH	Decreased-2,929 SH
ISHARES TR	EAFE VALUE ETF	$4.7M	0.7%Prev: 0.7%	59,940 SH	Increased-2,040 SH
ISHARES TR	IBOXX INV CP ETF	$239K	0.0%Prev: 0.0%	2,337 SH	Decreased-313 SH
ISHARES TR	ISHS 5-10YR INVT	$1.5M	0.2%Prev: 0.3%	30,021 SH	Decreased-5,743 SH
ISHARES TR	MBS ETF	$19.8M	2.8%Prev: 0.0%	220,982 SH	Increased+217,937 SH
ISHARES TR	MSCI USA QLT FCT	$4.2M	0.6%Prev: 0.6%	18,914 SH	Increased-714 SH
ISHARES TR	RUS 1000 GRW ETF	$9.2M	1.3%Prev: 1.4%	73,090 SH	Increased+54,479 SH
ISHARES TR	RUS 1000 VAL ETF	$1.6M	0.2%Prev: 0.2%	6,437 SH	Increased-553 SH
ISHARES TR	RUSSELL 2000 ETF	$494K	0.1%Prev: 0.1%	1,776 SH	Increased-116 SH
ISHARES TR	S&P 500 GRWT ETF	$2.3M	0.3%Prev: 0.3%	16,209 SH	Increased-756 SH
ISHARES TR	S&P 500 VAL ETF	$2.8M	0.4%Prev: 0.5%	12,237 SH	Decreased-1,979 SH
ISHARES TR	SP SMCP600VL ETF	$625K	0.1%Prev: 0.1%	4,882 SH	Increased-393 SH
ISHARES TR	TIPS BD ETF	$417K	0.1%Prev: 0.1%	4,007 SH	Decreased
ISHARES TR	U S EQUITY FACTR	$2.0M	0.3%Prev: 0.3%	25,411 SH	Decreased-6,469 SH
ISHARES TR	U.S. TECH ETF	$2.8M	0.4%Prev: 0.4%	10,724 SH	Increased-955 SH
ISHARES TR	ULTRA SHORT DUR	$593K	0.1%Prev: 0.1%	11,757 SH	Increased+168 SH
ISHARES TR	USD INV GRDE ETF	$415K	0.1%Prev: 0.1%	8,517 SH	Decreased-4,741 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.9M	1.1%Prev: 0.1%	157,524 SH	Increased+143,832 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$6.7M	1.0%	132,851 SH	New
JOHNSON & JOHNSON	COM	$1.1M	0.2%	4,334 SH	New
JPMORGAN CHASE & CO	COM	$1.8M	0.3%	5,518 SH	New
LAM RESEARCH CORP	COM NEW	$328K	0.0%	998 SH	New
MAPLIGHT THERAPEUTICS INC	COM	$144K	0.0%	14,124 SH	New
MASTERCARD INCORPORATED	CL A	$220K	0.0%	399 SH	New
MERCK & CO INC	COM	$200K	0.0%	1,379 SH	New
META PLATFORMS INC	CL A	$1.1M	0.2%Prev: 0.2%	1,553 SH	Increased+175 SH
MICRON TECHNOLOGY INC	COM	$735K	0.1%	690 SH	New
MICROSOFT CORP	COM	$4.2M	0.6%Prev: 0.5%	8,121 SH	Increased+2,442 SH
NVIDIA CORPORATION	COM	$5.0M	0.7%Prev: 0.5%	21,828 SH	Increased+5,356 SH
PALANTIR TECHNOLOGIES INC	CL A	$373K	0.1%Prev: 0.0%	1,994 SH	Increased+455 SH
PHILIP MORRIS INTL INC	COM	$213K	0.0%	1,115 SH	New
PROCTER & GAMBLE CO	COM	$389K	0.1%	2,680 SH	New
RAYMOND JAMES FINL INC	COM	$209K	0.0%Prev: 0.0%	1,324 SH	Decreased-65 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$215K	0.0%Prev: 0.0%	5,911 SH	Decreased-698 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$832K	0.1%Prev: 0.1%	30,287 SH	Increased+162 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$336K	0.0%Prev: 0.0%	11,468 SH	Increased
SCHWAB STRATEGIC TR	US LCAP VA ETF	$646K	0.1%Prev: 0.2%	19,393 SH	Decreased-14,555 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	0.3%Prev: 0.3%	73,736 SH	Increased-4,733 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.1M	0.2%Prev: 0.2%	35,127 SH	Increased-1,576 SH
SIMON PPTY GROUP INC NEW	COM	$594K	0.1%Prev: 0.1%	2,958 SH	Increased+45 SH
SPDR SERIES TRUST	ST INTER BD ETF	$19.9M	2.8%	617,773 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$46.2M	6.6%	515,117 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$579K	0.1%	3,953 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$430K	0.1%	4,208 SH	New
SPDR SERIES TRUST	ST TERM HIGH ETF	$7.5M	1.1%	310,370 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$214K	0.0%	420 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.5M	1.2%	11,173 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$205K	0.0%	450 SH	New
TESLA INC	COM	$941K	0.1%Prev: 0.1%	2,653 SH	Increased+875 SH
VANECK ETF TRUST	BDC INCOME ETF	$7.8M	1.1%	604,348 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$327K	0.0%Prev: 0.0%	3,826 SH	Increased+3,173 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$820K	0.1%Prev: 0.2%	11,257 SH	Decreased-2,791 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.4M	0.6%Prev: 0.8%	63,435 SH	Decreased-2,664 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$669K	0.1%Prev: 0.2%	13,507 SH	Decreased-6,080 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$11.5M	1.6%Prev: 2.4%	244,414 SH	Decreased-58,185 SH
VANGUARD INDEX FDS	GROWTH ETF	$24.4M	3.5%Prev: 3.7%	270,848 SH	Increased+221,694 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.4M	0.3%Prev: 0.4%	6,757 SH	Decreased-1,135 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.6M	1.1%Prev: 1.1%	10,901 SH	Increased-322 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.4M	0.2%Prev: 0.3%	6,028 SH	Decreased-1,628 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	0.3%Prev: 0.4%	7,476 SH	Decreased-1,321 SH
VANGUARD INDEX FDS	VALUE ETF	$28.4M	4.0%Prev: 4.1%	131,330 SH	Increased-8,672 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.9M	0.3%Prev: 0.3%	31,676 SH	Decreased-5,556 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.0M	0.6%Prev: 0.9%	50,740 SH	Decreased-15,618 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$7.0M	1.0%	122,761 SH	New
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.2M	1.0%	105,101 SH	New
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$237K	0.0%Prev: 0.1%	4,718 SH	Decreased-2,079 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$30.4M	4.3%Prev: 3.4%	393,600 SH	Increased+122,692 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$405K	0.1%Prev: 0.1%	5,737 SH	Increased-611 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$342K	0.0%Prev: 0.0%	2,203 SH	Increased
VANGUARD WORLD FD	ESG US STK ETF	$417K	0.1%Prev: 0.1%	3,079 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$1.5M	0.2%Prev: 0.2%	12,101 SH	Increased+10,497 SH
VISA INC	COM CL A	$315K	0.0%	876 SH	New
WALMART INC	COM	$320K	0.0%	3,080 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $358K
COSTCO WHSL CORP NEW — $1.8M
CUMMINS INC — $207K
DIMENSIONAL ETF TRUST — $60.2M
DIMENSIONAL ETF TRUST — $29.8M
DIMENSIONAL ETF TRUST — $57.0M
DIMENSIONAL ETF TRUST — $24.8M
DIMENSIONAL ETF TRUST — $326K
DIMENSIONAL ETF TRUST — $1.9M
DIMENSIONAL ETF TRUST — $44.0M
GRAYSCALE BITCOIN TRUST ETF — $202K
ISHARES TR — $242K
JPMORGAN CHASE & CO. — $1.2M
NETFLIX INC — $235K
PROCTER AND GAMBLE CO — $301K
SPDR S&P 500 ETF TR — $7.6M
SPDR SERIES TRUST — $41.0M
SPDR SERIES TRUST — $374K
SPDR SERIES TRUST — $599K

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 9, 2026	Q3 2026	13F-HR	0001767601-26-000006	$702.9M	View
Oct 14, 2025