MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

Institutional manager (13F) · CIK 1767601

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $607M

#	Issuer	Value	Shares
1	DIMENSIONAL ETF TRUST	$65M	1,541,722
2	DIMENSIONAL ETF TRUST	$60M	1,245,625
3	DIMENSIONAL ETF TRUST	$44M	1,189,187
4	SPDR SERIES TRUST	$40M	516,718
5	DIMENSIONAL ETF TRUST	$38M	717,238
6	DIMENSIONAL ETF TRUST	$29M	806,005
7	VANGUARD INDEX FDS	$28M	141,272
8	DIMENSIONAL ETF TRUST	$26M	769,872
9	DIMENSIONAL ETF TRUST	$25M	352,761
10	VANGUARD SCOTTSDALE FDS	$23M	288,775
11	VANGUARD INDEX FDS	$21M	48,026
12	DIMENSIONAL ETF TRUST	$20M	373,279
13	ISHARES TR	$19M	29,309
14	DIMENSIONAL ETF TRUST	$17M	328,138
15	DIMENSIONAL ETF TRUST	$15M	478,569
16	ELI LILLY & CO	$15M	16,167
17	DIMENSIONAL ETF TRUST	$13M	305,143
18	VANGUARD CHARLOTTE FDS	$9M	191,418
19	ISHARES TR	$8M	18,321
20	STATE STR SPDR S&P 500 ETF T	$7M	11,185
21	VANGUARD INDEX FDS	$6M	10,851
22	DIMENSIONAL ETF TRUST	$6M	154,559
23	INVESCO EXCHANGE TRADED FD T	$5M	109,117
24	VANGUARD SCOTTSDALE FDS	$5M	59,430
25	INVESCO EXCHANGE TRADED FD T	$5M	25,489
26	VANGUARD BD INDEX FDS	$5M	65,560
27	ISHARES TR	$5M	60,777
28	APPLE INC	$4M	17,264
29	ISHARES TR	$4M	21,821
30	DIMENSIONAL ETF TRUST	$4M	84,405
31	NVIDIA CORPORATION	$3M	17,855
32	ISHARES TR	$3M	13,968
33	VANGUARD INDEX FDS	$2M	7,697
34	ISHARES TR	$2M	19,857
35	MICROSOFT CORP	$2M	5,876
36	ISHARES TR	$2M	11,239
37	VANGUARD INDEX FDS	$2M	7,515
38	ISHARES TR	$2M	29,403
39	SCHWAB STRATEGIC TR	$2M	73,855
40	ISHARES TR	$2M	16,633
41	VANGUARD INTL EQUITY INDEX F	$2M	31,521
42	ISHARES TR	$2M	31,084
43	ALPHABET INC	$2M	5,629
44	DIMENSIONAL ETF TRUST	$2M	22,245
45	VANGUARD INDEX FDS	$2M	7,240
46	AMAZON COM INC	$2M	7,408
47	ISHARES TR	$1M	6,680
48	DIMENSIONAL ETF TRUST	$1M	50,858
49	VANGUARD BD INDEX FDS	$1M	26,304
50	DIMENSIONAL ETF TRUST	$1M	38,472

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.