Main Street Financial Solutions, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.37B
Q ending 2026-03-31
Prior quarter
$1.34B
Q ending 2025-12-31
Change
+2.7% QoQ · +19.1% YoY
Positions
581
reported holdings

Largest positions

Top 100 of 581 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index FdsVTIShares$60.9M190K
Navios Maritime Partners LpShares$60.0M890K
Schwab Strategic TrSCHDShares$52.9M1.7M
Schwab Strategic TrSCHGShares$50.6M1.7M
Schwab Strategic TrSCHXShares$33.5M1.3M
Ishares TrAGGShares$32.2M324K
Apple IncAAPLShares$27.8M110K
Schwab Strategic TrSCHFShares$24.7M996K
Fidelity Merrimack Str TrFBNDShares$24.0M527K
Ssga Active Etf TrTOTLShares$20.4M513K
Invesco Qqq TrQQQShares$17.7M31K
Vanguard Index FdsVOOShares$17.5M29K
Schwab Strategic TrSCHAShares$17.0M585K
Wisdomtree TrDLNShares$17.0M190K
Tsakos Energy Navigation LtdShares$15.7M397K
Wisdomtree TrDGRWShares$15.2M173K
Ishares TrIAGGShares$14.4M287K
Schwab Strategic TrSCHKShares$14.1M449K
Ishares TrIUSGShares$14.1M91K
Nvidia CorporationNVDAShares$13.8M79K
Ishares TrIUSVShares$12.9M126K
Exxon Mobil CorpXOMShares$11.4M67K
Vanguard Specialized FundsVIGShares$11.2M52K
Microsoft CorpMSFTShares$11.0M30K
Vanguard Tax-Managed FdsVEAShares$11.0M171K
Ishares TrIVVShares$10.7M16K
Schwab Strategic TrSCHEShares$10.6M323K
Vanguard Bd Index FdsBSVShares$10.6M136K
Tesla IncTSLAShares$10.2M27K
Schwab Strategic TrSCHCShares$9.8M210K
State Str Spdr S&P 500 Etf TSPYShares$9.6M15K
Coupang IncCPNGShares$9.6M510K
Waystar Hldg CorpWAYShares$9.3M388K
World Gold TrGLDMShares$9.3M100K
Ishares TrSHVShares$9.1M83K
Capital Group Gbl Growth EqtCGGOShares$9.1M273K
Amazon Com IncAMZNShares$9.1M44K
Schwab Strategic TrSCHMShares$9.1M293K
J P Morgan Exchange Traded FJSCPShares$8.8M185K
Ishares TrSHYShares$8.6M104K
Berkshire Hathaway Inc DelBRK/BShares$8.5M18K
Dimensional Etf TrustDFAIShares$7.8M200K
State Str Spdr Dow Jones IndDIAShares$7.2M16K
Alphabet IncGOOGShares$7.0M24K
Vanguard Intl Equity Index FVWOShares$6.9M127K
New York Life Invts Active EMMITShares$6.8M284K
Alphabet IncGOOGLShares$6.0M21K
Wisdomtree TrDONShares$6.0M114K
Schwab Strategic TrSCHVShares$5.9M193K
Schwab Strategic TrSCHZShares$5.7M247K
Vanguard Star FdsVXUSShares$5.5M72K
Schwab Strategic TrSCHBShares$5.4M215K
Vanguard World FdVGTShares$5.4M8K
Vaneck Etf TrustRAAXShares$5.3M130K
Spdr Series TrustDGTShares$5.2M31K
Johnson & JohnsonJNJShares$5.2M21K
Broadcom IncAVGOShares$5.1M16K
Schwab Strategic TrFNDXShares$5.0M180K
J P Morgan Exchange Traded FJPSTShares$4.8M95K
Virtus Etf Tr IiJOETShares$4.7M117K
Vanguard Index FdsVTVShares$4.7M24K
Royalty Pharma PlcShares$4.7M97K
Vaneck Etf TrustGDXShares$4.6M50K
Palantir Technologies IncPLTRShares$4.6M31K
Neuberger Berman Etf TrustNBSDShares$4.5M90K
First Tr Exchange Traded FdSDVYShares$4.5M114K
Capital Group Dividend GroweCGDGShares$4.4M122K
Ishares TrITAShares$4.4M20K
Pimco Etf TrMINTShares$4.3M43K
Select Sector Spdr TrXLPShares$4.3M53K
Vanguard Bd Index FdsBLVShares$4.3M62K
Ssga Active TrEMTLShares$4.2M99K
Meta Platforms IncMETAShares$4.0M7K
First Tr Exchange Traded FdRDVYShares$3.9M57K
First Tr Exchng Traded Fd ViFFEBShares$3.9M70K
Walmart IncWMTShares$3.8M31K
Jpmorgan Chase & CoJPMShares$3.8M13K
First Tr Exchange Traded FdTDIVShares$3.8M41K
Coca Cola CoKOShares$3.8M49K
Global X FdsSLDRShares$3.7M74K
Spdr Gold TrGLDShares$3.6M8K
First Tr Exchange Traded FdAIRRShares$3.6M32K
Bank America CorpBACShares$3.6M74K
Vanguard Mun Bd FdsVTEBShares$3.5M70K
Chevron CorporationCVXShares$3.5M17K
Ast Spacemobile IncASTSShares$3.4M41K
First Tr Exchng Traded Fd ViFMAYShares$3.3M62K
Pgim Etf TrPAAAShares$3.2M63K
Merck & Co IncMRKShares$3.2M27K
Home Depot IncHDShares$3.2M10K
Procter & Gamble CoPGShares$3.1M22K
Wisdomtree TrAGGYShares$3.1M72K
Capital Group Intl Focus EqtCGXUShares$3.0M102K
Vanguard World FdMGKShares$3.0M8K
Doubleline Etf TrustCAPEShares$2.9M94K
International Business MachsIBMShares$2.9M12K
Vanguard Bd Index FdsBNDShares$2.9M39K
First Tr Exchange-Traded FdLMBSShares$2.9M57K
Verizon Communications IncVZShares$2.8M57K
Vanguard Index FdsVUGShares$2.8M6K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.