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MainStreet Investment Advisors

Latest statistics and disclosures from MainStreet Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IJH, EFA, AAPL, MSFT, VGSH, and represent 26.69% of MainStreet Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AMD, NFLX, ETN, XLK, TSCO, PLTR, IBM, ABT, LLY, IWV.
Started 7 new stock positions in SOLS, IWV, TSCO, XOM, PLTR, ETN, AMD.
Reduced shares in these 10 stocks: EFA, AAPL, MSFT, IJH, JPM, GOOGL, IVV, VGSH, CAT, BLK.
Sold out of its positions in EA, FND, IGIB, LOW, OSK, PYPL, SBUX, UPS, WSM.
MainStreet Investment Advisors was a net seller of stock by $-55M.
MainStreet Investment Advisors has $696M in assets under management (AUM), dropping by -6.47%.
Central Index Key (CIK): 0001729854

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Portfolio Holdings for MainStreet Investment Advisors

MainStreet Investment Advisors holds 159 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Core S&P Mid-Cap ETF Etf (IJH)	6.2	$43M	-4%	655k	66.00	View chart
iShares MSCI EAFE ETF Etf (EFA)	5.8	$41M	-6%	423k	96.03	View chart
Apple Common Stock (AAPL)	5.5	$38M	-6%	140k	271.86	View chart
Microsoft Corp Common Stock (MSFT)	4.9	$34M	-7%	71k	483.62	View chart
Vanguard Short-Term Treasury E Etf (VGSH)	4.3	$30M	-5%	505k	58.73	View chart
Alphabet Common Stock (GOOGL)	3.3	$23M	-6%	74k	313.00	View chart
JPMorgan Chase & Co Common Stock (JPM)	3.0	$21M	-8%	65k	322.22	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	2.7	$19M	-4%	159k	120.18	View chart
Blackrock Common Stock (BLK)	2.7	$19M	-7%	17k	1070.34	View chart
NVIDIA Corp Common Stock (NVDA)	2.1	$15M		78k	186.50	View chart
Broadcom Common Stock (AVGO)	2.0	$14M	-2%	41k	346.10	View chart
Vanguard Intermediate-Term Tre Etf (VGIT)	2.0	$14M	-3%	237k	59.93	View chart
Johnson & Johnson Common Stock (JNJ)	1.9	$13M	-8%	64k	206.95	View chart
AbbVie Common Stock (ABBV)	1.8	$13M	-8%	55k	228.49	View chart
Caterpillar Common Stock (CAT)	1.8	$13M	-10%	22k	572.87	View chart
Amazon.com Common Stock (AMZN)	1.8	$12M	-5%	53k	230.82	View chart
iShares Core S&P 500 ETF Etf (IVV)	1.7	$12M	-12%	17k	684.94	View chart
Procter & Gamble Co/The Common Stock (PG)	1.6	$11M	-9%	76k	143.31	View chart
Vanguard FTSE Emerging Markets Etf (VWO)	1.5	$11M	-6%	195k	53.76	View chart
Waste Management Common Stock (WM)	1.4	$10M	-7%	45k	219.71	View chart
Home Depot Inc/The Common Stock (HD)	1.4	$9.9M	-9%	29k	344.10	View chart
McDonald's Corp Common Stock (MCD)	1.3	$8.9M	-8%	29k	305.63	View chart
PepsiCo Common Stock (PEP)	1.2	$8.5M	-11%	59k	143.52	View chart
Chevron Corp Common Stock (CVX)	1.2	$8.5M	-9%	56k	152.41	View chart
Honeywell International Common Stock (HON)	1.1	$7.6M	-9%	39k	195.09	View chart
Emerson Electric Common Stock (EMR)	1.0	$6.6M	-10%	50k	132.72	View chart
Meta Platforms Common Stock (META)	0.9	$6.0M		9.1k	660.09	View chart
Cisco Systems Common Stock (CSCO)	0.8	$5.9M	-10%	76k	77.03	View chart
Visa Common Stock (V)	0.8	$5.8M	-6%	17k	350.71	View chart
Southern Co/The Common Stock (SO)	0.8	$5.8M	-8%	66k	87.20	View chart
Paychex Common Stock (PAYX)	0.8	$5.6M	-11%	50k	112.18	View chart
Lockheed Martin Corp Common Stock (LMT)	0.8	$5.6M	-9%	12k	483.67	View chart
Goldman Sachs Group Inc/The Common Stock (GS)	0.8	$5.5M	-8%	6.2k	879.00	View chart
Tesla Common Stock (TSLA)	0.8	$5.3M	-6%	12k	449.72	View chart
Microchip Technology Common Stock (MCHP)	0.7	$5.2M	-11%	81k	63.72	View chart
Walmart Common Stock (WMT)	0.7	$4.8M	-9%	43k	111.41	View chart
US Bancorp Common Stock (USB)	0.7	$4.8M	-8%	90k	53.36	View chart
Qualcomm Common Stock (QCOM)	0.7	$4.8M	-8%	28k	171.05	View chart
International Business Machine Common Stock (IBM)	0.7	$4.6M	+10%	16k	296.21	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.7	$4.6M	-3%	62k	74.07	View chart
American Electric Power Common Stock (AEP)	0.6	$4.3M	-7%	37k	115.31	View chart
Medtronic Common Stock (MDT)	0.6	$4.3M	-7%	45k	96.06	View chart
Prudential Financial Common Stock (PRU)	0.6	$4.2M	-9%	38k	112.88	View chart
Altria Group Common Stock (MO)	0.6	$4.2M	-7%	74k	57.66	View chart
CME Group Common Stock (CME)	0.6	$4.1M	-7%	15k	273.08	View chart
Marriott International Common Stock (MAR)	0.6	$3.9M	-11%	13k	310.24	View chart
Public Storage Reit (PSA)	0.5	$3.8M	-24%	15k	259.50	View chart
Genuine Parts Common Stock (GPC)	0.5	$3.8M	-11%	31k	122.96	View chart
Ingredion Common Stock (INGR)	0.5	$3.7M	-11%	34k	110.26	View chart
iShares MSCI ACWI ETF Etf (ACWI)	0.5	$3.7M	-2%	26k	141.49	View chart
Morgan Stanley Common Stock (MS)	0.5	$3.7M	-7%	21k	177.53	View chart
Enbridge Common Stock (ENB)	0.5	$3.6M	-10%	76k	47.83	View chart
General Dynamics Corp Common Stock (GD)	0.5	$3.6M	-6%	11k	336.66	View chart
Cadence Design Systems Common Stock (CDNS)	0.5	$3.6M	-10%	11k	312.58	View chart
Intercontinental Exchange Common Stock (ICE)	0.5	$3.4M	-6%	21k	161.96	View chart
Cummins Common Stock (CMI)	0.5	$3.3M	-8%	6.4k	510.45	View chart
Merck & Co Common Stock (MRK)	0.5	$3.3M	-7%	31k	105.26	View chart
Verizon Communications Common Stock (VZ)	0.5	$3.2M	-12%	78k	40.73	View chart
Palo Alto Networks Common Stock (PANW)	0.4	$3.1M	-6%	17k	184.20	View chart
Bank of America Corp Common Stock (BAC)	0.4	$3.0M	-6%	54k	55.00	View chart
Sysco Corp Common Stock (SYY)	0.4	$2.7M	-7%	37k	73.69	View chart
Principal Spectrum Preferred S Etf (PREF)	0.4	$2.6M		136k	19.07	View chart
Bank of New York Mellon Corp/T Common Stock (BK)	0.4	$2.6M	+7%	22k	116.09	View chart
EOG Resources Common Stock (EOG)	0.4	$2.4M	-10%	23k	105.01	View chart
Deere & Co Common Stock (DE)	0.3	$2.3M	-4%	5.0k	465.57	View chart
Eli Lilly & Co Common Stock (LLY)	0.3	$2.3M	+14%	2.2k	1074.68	View chart
Pfizer Common Stock (PFE)	0.3	$2.3M	-16%	92k	24.90	View chart
Oracle Corp Common Stock (ORCL)	0.3	$2.3M		12k	194.91	View chart
NextEra Energy Common Stock (NEE)	0.3	$2.2M	-2%	27k	80.28	View chart
Stryker Corp Common Stock (SYK)	0.3	$2.2M	-8%	6.2k	351.47	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.3	$2.1M		3.6k	579.45	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.3	$2.1M	+12%	76k	27.43	View chart
American Express Common Stock (AXP)	0.3	$2.0M	-7%	5.4k	369.95	View chart
RTX Corp Common Stock (RTX)	0.3	$2.0M		11k	183.40	View chart
iShares ESG MSCI KLD 400 ETF Etf (DSI)	0.3	$2.0M	+3%	15k	128.83	View chart
Alphabet Common Stock (GOOG)	0.3	$1.9M	-12%	6.0k	313.80	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$1.7M	-5%	3.5k	502.65	View chart
Comcast Corp Common Stock (CMCSA)	0.2	$1.7M	-26%	61k	28.00	View chart
Ameriprise Financial Common Stock (AMP)	0.2	$1.6M	-8%	3.2k	490.34	View chart
Zoetis Common Stock (ZTS)	0.2	$1.5M	-12%	12k	125.82	View chart
Crown Castle Reit (CCI)	0.2	$1.5M	-18%	17k	88.87	View chart
State Street SPDR Portfolio Sh Etf (SPSB)	0.2	$1.5M	-6%	49k	30.20	View chart
Uber Technologies Common Stock (UBER)	0.2	$1.5M	-11%	18k	81.71	View chart
Salesforce Common Stock (CRM)	0.2	$1.4M		5.4k	264.91	View chart
Cintas Corp Common Stock (CTAS)	0.2	$1.3M	-13%	7.1k	188.07	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$1.3M	-18%	11k	117.21	View chart
Walt Disney Co/The Common Stock (DIS)	0.2	$1.2M	-29%	11k	113.77	View chart
United Rentals Common Stock (URI)	0.2	$1.2M	+12%	1.5k	809.32	View chart
iShares Gold Trust Etf (IAU)	0.2	$1.2M	-50%	14k	81.17	View chart
Marvell Technology Common Stock (MRVL)	0.2	$1.2M	-23%	14k	84.98	View chart
iShares National Muni Bond ETF Etf (MUB)	0.2	$1.1M	+7%	11k	107.11	View chart
iShares Select Dividend ETF Etf (DVY)	0.2	$1.1M	+8%	7.9k	141.14	View chart
State Street Technology Select Etf (XLK)	0.2	$1.1M	+100%	7.8k	143.97	View chart
iShares Russell 2000 ETF Etf (IWM)	0.2	$1.1M		4.5k	246.16	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$1.1M	+43%	8.7k	125.29	View chart
iShares Short-Term National Mu Etf (SUB)	0.2	$1.1M		10k	106.70	View chart
iShares S&P Mid-Cap 400 Growth Etf (IJK)	0.2	$1.1M	-2%	11k	96.88	View chart
Mastercard Common Stock (MA)	0.1	$995k	-2%	1.7k	570.88	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.1	$950k		36k	26.23	View chart
iShares ESG Select Screened S& Etf (XJH)	0.1	$923k		21k	44.65	View chart
PNC Financial Services Group I Common Stock (PNC)	0.1	$901k	-13%	4.3k	208.73	View chart
Adobe Common Stock (ADBE)	0.1	$899k	-41%	2.6k	349.99	View chart
iShares ESG Aware MSCI EM ETF Etf (ESGE)	0.1	$878k	-4%	20k	44.17	View chart
CyberArk Software Common Stock (CYBR)	0.1	$877k	-6%	2.0k	446.06	View chart
iShares S&P Mid-Cap 400 Value Etf (IJJ)	0.1	$866k		6.6k	131.59	View chart
T-Mobile US Common Stock (TMUS)	0.1	$837k	-5%	4.1k	203.04	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$718k	NEW	3.4k	214.16	View chart
iShares Core MSCI Emerging Mar Etf (IEMG)	0.1	$714k	-25%	11k	67.22	View chart
Netflix Common Stock (NFLX)	0.1	$704k	+4319%	7.5k	93.76	View chart
Waters Corp Common Stock (WAT)	0.1	$697k	-12%	1.8k	379.83	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.1	$681k	-49%	7.6k	89.46	View chart
Pure Storage Common Stock (PSTG)	0.1	$662k	-3%	9.9k	67.01	View chart
Prologis Reit (PLD)	0.1	$627k	-12%	4.9k	127.66	View chart
Eaton Corp Common Stock (ETN)	0.1	$594k	NEW	1.9k	318.51	View chart
Applied Materials Common Stock (AMAT)	0.1	$590k	-43%	2.3k	256.99	View chart
Zions Bancorp NA Common Stock (ZION)	0.1	$546k	-8%	9.3k	58.54	View chart
Tractor Supply Common Stock (TSCO)	0.1	$531k	NEW	11k	50.01	View chart
Church & Dwight Common Stock (CHD)	0.1	$526k	-11%	6.3k	83.85	View chart
Evergy Common Stock (EVRG)	0.1	$523k	-6%	7.2k	72.49	View chart
Silgan Holdings Common Stock (SLGN)	0.1	$512k	-12%	13k	40.37	View chart
Invesco Exchange-Traded Fund T Etf (XLG)	0.1	$508k		8.6k	59.28	View chart
Autodesk Common Stock (ADSK)	0.1	$499k	-17%	1.7k	296.01	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.1	$495k		6.9k	71.41	View chart
Martin Marietta Materials Common Stock (MLM)	0.1	$494k		793.00	622.66	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$471k	NEW	2.7k	177.75	View chart
Hexcel Corp Common Stock (HXL)	0.1	$466k	-7%	6.3k	73.90	View chart
Amgen Common Stock (AMGN)	0.1	$463k	-22%	1.4k	327.31	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$457k	-60%	1.4k	330.11	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.1	$444k		3.9k	113.92	View chart
Equinix Reit (EQIX)	0.1	$441k	-25%	575.00	766.16	View chart
Littelfuse Common Stock (LFUS)	0.1	$431k	-2%	1.7k	252.92	View chart
Rockwell Automation Common Stock (ROK)	0.1	$426k	-2%	1.1k	389.07	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.1	$408k	-18%	4.6k	88.49	View chart
BorgWarner Common Stock (BWA)	0.1	$365k	-3%	8.1k	45.06	View chart
Markel Group Common Stock (MKL)	0.1	$361k	-29%	168.00	2149.65	View chart
Vanguard Large-Cap ETF Etf (VV)	0.1	$357k		1.1k	314.80	View chart
Vanguard Total International B Etf (BNDX)	0.1	$348k		7.2k	48.32	View chart
iShares Russell 1000 Growth ET Etf (IWF)	0.0	$342k		723.00	473.30	View chart
Owens Corning Common Stock (OC)	0.0	$335k	-13%	3.0k	111.91	View chart
State Street Materials Select Etf (XLB)	0.0	$332k	+100%	7.3k	45.35	View chart
Reinsurance Group of America I Common Stock (RGA)	0.0	$325k	-24%	1.6k	203.46	View chart
Vanguard Small-Cap ETF Etf (VB)	0.0	$304k		1.2k	257.95	View chart
Air Products and Chemicals Common Stock (APD)	0.0	$303k	+2%	1.2k	247.02	View chart
Johnson Controls International Common Stock (JCI)	0.0	$280k	+4%	2.3k	119.75	View chart
Nasdaq Common Stock (NDAQ)	0.0	$277k	-16%	2.8k	97.13	View chart
iShares Core S&P U.S. Growth E Etf (IUSG)	0.0	$269k		1.6k	167.94	View chart
Loews Corp Common Stock (L)	0.0	$253k		2.4k	105.31	View chart
Accenture Common Stock (ACN)	0.0	$240k	-73%	893.00	268.30	View chart
iShares Russell 3000 ETF Etf (IWV)	0.0	$240k	NEW	619.00	386.85	View chart
State Street Health Care Selec Etf (XLV)	0.0	$239k		1.5k	154.80	View chart
T Rowe Price US Equity Researc Etf (TSPA)	0.0	$238k	-24%	5.6k	42.78	View chart
Exxon Mobil Corp Common Stock (XOM)	0.0	$232k	NEW	1.9k	120.34	View chart
Mondelez International Common Stock (MDLZ)	0.0	$231k	-6%	4.3k	53.83	View chart
Gartner Common Stock (IT)	0.0	$228k	-31%	902.00	252.28	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.0	$220k		2.3k	96.27	View chart
Solstice Advanced Materials In Common Stock (SOLS)	0.0	$214k	NEW	4.4k	48.58	View chart
Baker Hughes Common Stock (BKR)	0.0	$203k	+2%	4.5k	45.54	View chart
iShares MSCI Emerging Markets Etf (EEM)	0.0	$203k	-5%	3.7k	54.71	View chart
Invesco Preferred ETF Etf (PGX)	0.0	$131k	-31%	12k	11.24	View chart

Past Filings by MainStreet Investment Advisors

SEC 13F filings are viewable for MainStreet Investment Advisors going back to 2017

MainStreet Investment Advisors 2025 Q4 filed Feb. 10, 2026
MainStreet Investment Advisors 2025 Q3 filed Nov. 10, 2025
MainStreet Investment Advisors 2025 Q2 filed Aug. 11, 2025
MainStreet Investment Advisors 2025 Q1 filed April 30, 2025
MainStreet Investment Advisors 2024 Q4 filed Feb. 14, 2025
MainStreet Investment Advisors 2024 Q3 filed Nov. 12, 2024
MainStreet Investment Advisors 2024 Q2 filed Aug. 6, 2024
MainStreet Investment Advisors 2024 Q1 filed May 8, 2024
MainStreet Investment Advisors 2023 Q3 restated filed Feb. 16, 2024
MainStreet Investment Advisors 2023 Q2 restated filed Feb. 16, 2024
MainStreet Investment Advisors 2023 Q4 filed Feb. 9, 2024
MainStreet Investment Advisors 2023 Q3 filed Oct. 31, 2023
MainStreet Investment Advisors 2023 Q2 filed July 21, 2023
MainStreet Investment Advisors 2023 Q1 filed April 28, 2023
MainStreet Investment Advisors 2022 Q4 filed Feb. 2, 2023
MainStreet Investment Advisors 2022 Q3 filed Nov. 2, 2022

View all past filings

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