MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 702,982
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 120 | 702,982 | 13F-HR | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| Q1 2026 | 4/13/2026 | 106 | 634,295 | 13F-HR | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| Q4 2025 | 1/23/2026 | 101 | 643,145 | 13F-HR | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| Q3 2025 | 10/14/2025 | 101 | 629,670 | 13F-HR | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| Q2 2025 | 7/9/2025 | 99 | 612,937 | 13F-HR | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.42 K | 7.5% | 13.55 K | 0 | 13.55 K |
| ETFs | 650.6 K | 92.5% | 55.13 K | 0 | 55.13 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
702,982
Holdings
120
QoQ value change ($000)
68,687
(10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.