MARKET STREET WEALTH MANAGEMENT ADVISORS LLC - Portfolio overview

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC has 110 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. DFCF - DIMENSIONAL ETF TRUST, 9.63%
2. DFSD - DIMENSIONAL ETF TRUST, 8.82%
3. DUHP - DIMENSIONAL ETF TRUST, 6.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.