Main Street Financial Solutions, LLC

Q1 2026 13F-HR Holdings

Location
Newtown, PA
Holdings as of
3/31/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
581
Total value ($000)
$1,371,962
Net value change ($000)
+36,271 (2.7%)
New positions
55
Sold out positions
42
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NAVIOS MARITIME PARTNERS L P 14,411 31.6%
SHY 8,624 NEW
AGG 7,087 28.2%
TEN 6,752 75.9%
SCHD 6,598 14.2%
SLDR 3,725 NEW
RAAX 3,709 235.2%
XOM 3,386 42.3%
AGGY 3,137 NEW
OMC 2,491 1055.5%
Top Reduces (Value $000, Stocks/ETFs)
HTAB -10,773 -98.1%
SCHG -3,641 -6.7%
MSGS -3,621 -100.0%
MSFT -3,445 -23.8%
CGXU -2,829 -48.4%
TSLA -2,728 -21.2%
VMBS -2,707 -100.0%
SLB -2,640 -100.0%
MINT -2,624 -37.7%
DGRW -2,488 -14.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,162 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type