SEC Form 13F · Q2 2026

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

Institutional Holdings Report

13F-HRIN
$703.0M
Portfolio Value
120
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK
1767601
Accession No.
0001767601-26-000004
Location
INDIANAPOLIS, IN
Form Type
13F-HR
Portfolio Value
$703.0M
Holdings Reported
120
Reporting Period
Q2 2026
Filed
July 20, 2026

About this Filing

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC is an institutional investment manager based in INDIANAPOLIS, IN reporting approximately $703.0M in 13(f) securities across 120 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.