13F filer

Main Street Financial Solutions

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 1763350 SEC filings ↗
13F Value
$1.56B
Positions
624
Top Position
VTI4.2%
Top 5
18.2%

Latest filing changes

vs Mar 31, 2026
Holdings624
# Trend (4Q)
1 VTI 4.2% $65.0M -7.5% 175.6K 4.4% ETF
2 NMM 4.0% $62.2M -0.2% 887.8K 4.4% Unit
3 SCHG 3.8% $60.0M +2.1% 1.77M 3.7% ETF
4 SCHD 3.7% $57.6M +5.3% 1.82M 3.9% ETF
5 SCHX 2.5% $39.2M +2.0% 1.33M 2.4% ETF
6 AGG 2.2% $34.4M +7.2% 347.7K 2.3% ETF
7 AAPL 2.0% $31.5M -0.7% 108.9K 2.0% Common Stock
8 SCHF 1.8% $28.3M +2.7% 1.02M 1.8% ETF
9 FBND 1.6% $25.4M +5.9% 558.0K 1.8% ETF
10 QQQ 1.5% $23.6M +4.5% 32.1K 1.3% ETF
11 SCHA 1.4% $21.7M +2.5% 600.0K 1.2% ETF
12 VOO 1.4% $21.1M +4.7% 30.7K 1.3% ETF
13 TOTL 1.3% $21.0M +3.8% 532.3K 1.5% ETF
14 DLN 1.2% $18.6M +1.4% 192.9K 1.2% Equity
15 IUSG 1.1% $17.1M +0.1% 90.8K 1.0% ETF
16 DGRW 1.1% $16.9M +2.2% 176.8K 1.1% Equity
17 SCHK 1.1% $16.8M +3.7% 466.3K 1.0% ETF
18 IAGG 1.0% $15.7M +7.9% 309.6K 1.0% ETF
19 NVDA 1.0% $15.1M -5.0% 75.3K 1.0% Common Stock
20 IUSV 0.9% $14.8M +6.2% 134.1K 0.9% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing52
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.