Market Street Wealth Management Advisors LLC

Market Street Wealth Management Advisors LLC reported 136 holdings worth US$703M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 9, 2026

Market Street Wealth Management Advisors LLC reported 136 holdings worth US$703M as of Sep 30, 2026. Largest: Eli Lilly And Company, Apple Inc and Nvidia Corporation. Filed Oct 9, 2026 (Form 13F).

Holdings
136
Value as reported
US$703M

The filing in full

CompanySharesValue as reported% of portfolio
Eli Lilly And Company16,911US$19.6M2.8%
Apple Inc18,906US$6.3M0.90%
Nvidia Corporation21,828US$4.99M0.71%
Microsoft Corp.8,121US$4.17M0.59%
Alphabet Inc (google) Class C9,227US$3.17M0.45%
Amazon.com, Inc.8,543US$2.13M0.30%
Jp Morgan Chase & Co.5,518US$1.83M0.26%
Broadcom Inc.3,278US$1.15M0.16%
Johnson & Johnson4,334US$1.15M0.16%
Meta Platforms, Inc.1,553US$1.13M0.16%
Gilead Sciences, Inc.7,093US$1.06M0.15%
Tesla, Inc.2,653US$941K0.13%
Advanced Micro Devices Inc1,223US$748K0.11%
Micron Technology, Inc.690US$735K0.10%
Ge Aerospace2,208US$690K0.10%
Berkshire Hathaway Inc.1,345US$670K0.10%
Simon Property Group, Inc.2,958US$594K0.08%
Ge Vernova Inc.560US$532K0.08%
Bank Of America Corporation9,268US$504K0.07%
Exxon Mobil Corporation2,621US$427K0.06%
Procter & Gamble Company (the)2,680US$389K0.06%
Palantir Technologies Inc.1,994US$373K0.05%
Intel Corporation2,871US$345K0.05%
Caterpillar, Inc.412US$334K0.05%
Duke Energy Corporation (holding Company)2,899US$330K0.05%
Abbvie Inc.1,258US$329K0.05%
Lam Research Corporation998US$328K0.05%
Walmart Inc.3,080US$320K0.05%
Visa Inc.876US$315K0.04%
Amgen Inc.720US$304K0.04%
Home Depot, Inc. (the)1,063US$302K0.04%
Applied Materials, Inc.547US$280K0.04%
Cisco Systems, Inc.2,310US$249K0.04%
Costco Wholesale Corporation262US$239K0.03%
Mastercard Incorporated399US$220K0.03%
Philip Morris International Inc1,115US$213K0.03%
Crowdstrike Holdings, Inc.799US$212K0.03%
Chevron Corporation1,026US$210K0.03%
Raymond James Financial, Inc.1,324US$209K0.03%
Taiwan Semiconductor Manufacturing Co., Ltd.450US$205K0.03%
Merck & Company, Inc.1,379US$200K0.03%
Maplight Therapeutics, Inc.14,124US$144K0.02%
Cummins Inc.0US$00.00%
Kla Corporation0US$00.00%

Source

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