Market Street Wealth Management Advisors LLC
Market Street Wealth Management Advisors LLC reported 120 holdings worth US$703M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Market Street Wealth Management Advisors LLC reported 120 holdings worth US$703M as of Jun 30, 2026. Largest: Eli Lilly And Company, Apple Inc and Nvidia Corporation. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 120
- Value as reported
- US$703M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eli Lilly And Company | 16,753 | US$20.1M | 2.9% |
| Apple Inc | 18,121 | US$5.24M | 0.75% |
| Nvidia Corporation | 20,305 | US$4.06M | 0.58% |
| Alphabet Inc (google) Class C | 8,585 | US$3.07M | 0.44% |
| Microsoft Corp. | 5,893 | US$2.2M | 0.31% |
| Amazon.com, Inc. | 7,917 | US$1.89M | 0.27% |
| Jp Morgan Chase & Co. | 5,239 | US$1.71M | 0.24% |
| Broadcom Inc. | 3,059 | US$1.16M | 0.16% |
| Gilead Sciences, Inc. | 8,159 | US$1.03M | 0.15% |
| Tesla, Inc. | 2,332 | US$981K | 0.14% |
| Ge Aerospace | 2,192 | US$819K | 0.12% |
| Meta Platforms, Inc. | 1,441 | US$812K | 0.12% |
| Simon Property Group, Inc. | 2,952 | US$660K | 0.09% |
| Ge Vernova Inc. | 559 | US$657K | 0.09% |
| Micron Technology, Inc. | 518 | US$598K | 0.09% |
| Advanced Micro Devices Inc | 1,011 | US$587K | 0.08% |
| Maplight Therapeutics, Inc. | 14,124 | US$506K | 0.07% |
| Berkshire Hathaway Inc. | 1,002 | US$501K | 0.07% |
| Bank Of America Corporation | 8,166 | US$465K | 0.07% |
| Lam Research Corporation | 936 | US$406K | 0.06% |
| Applied Materials, Inc. | 523 | US$378K | 0.05% |
| Duke Energy Corporation (holding Company) | 2,900 | US$367K | 0.05% |
| Caterpillar, Inc. | 341 | US$363K | 0.05% |
| Procter & Gamble Company (the) | 2,469 | US$362K | 0.05% |
| Home Depot, Inc. (the) | 1,023 | US$361K | 0.05% |
| Intel Corporation | 2,191 | US$306K | 0.04% |
| Johnson & Johnson | 1,164 | US$296K | 0.04% |
| Walmart Inc. | 2,600 | US$294K | 0.04% |
| Abbvie Inc. | 1,131 | US$285K | 0.04% |
| Kla Corporation | 921 | US$278K | 0.04% |
| Cummins Inc. | 379 | US$270K | 0.04% |
| Cisco Systems, Inc. | 2,236 | US$263K | 0.04% |
| Costco Wholesale Corporation | 278 | US$260K | 0.04% |
| Exxon Mobil Corporation | 1,838 | US$251K | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 482 | US$230K | 0.03% |
| Visa Inc. | 601 | US$206K | 0.03% |
| Raymond James Financial, Inc. | 1,356 | US$206K | 0.03% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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