Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Main Street Financial Solutions, LLC 13F Holdings -- Portfolio & Top Positions (2025-12-31)

Main Street Financial Solutions, LLC (CIK 1763350) reported $1.34B across 524 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: VTI ($62.9M, 4.71%), SCHG ($54.2M, 4.06%), SCHD ($46.3M, 3.47%), NMM ($45.6M, 3.42%), SCHX ($33.8M, 2.53%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$62.9M4.71%187,545Added
2SCHGSCHWAB STRATEGIC TR$54.2M4.06%1.7MTrimmed
3SCHDSCHWAB STRATEGIC TR$46.3M3.47%1.7MTrimmed
4NMMNAVIOS MARITIME PARTNERS L P$45.6M3.42%871,306Added
5SCHXSCHWAB STRATEGIC TR$33.8M2.53%1.3MTrimmed
6AAPLAPPLE INC$29.2M2.18%107,327Trimmed
7AGGISHARES TR$25.1M1.88%251,490Added
8FBNDFIDELITY MERRIMACK STR TR$24.1M1.80%523,025Added
9SCHFSCHWAB STRATEGIC TR$23.5M1.76%975,483Trimmed
10TOTLSSGA ACTIVE ETF TR$19.9M1.49%493,688Added
11DGRWWISDOMTREE TR$17.7M1.32%197,760Added
12VOOVANGUARD INDEX FDS$17.2M1.29%27,397Trimmed
13QQQINVESCO QQQ TR$17.3M1.29%36,316Trimmed
14DLNWISDOMTREE TR$16.9M1.27%192,406Added
15SCHASCHWAB STRATEGIC TR$16.3M1.22%571,325Trimmed
16NVDANVIDIA CORPORATION$14.5M1.09%79,762Trimmed
17MSFTMICROSOFT CORP$14.5M1.08%29,954Trimmed
18IUSGISHARES TR$13.9M1.04%82,766Trimmed
19SCHKSCHWAB STRATEGIC TR$13.6M1.02%413,934Added
20IAGGISHARES TR$13.6M1.02%271,521Added
21TSLATESLA INC$12.9M0.97%29,665Trimmed
22IUSVISHARES TR$12.1M0.90%117,673Trimmed
23CPNGCOUPANG INC$12.0M0.90%510,590Trimmed
24SPYSPDR S&P 500 ETF TR$11.9M0.89%78,109Trimmed
25VIGVANGUARD SPECIALIZED FUNDS$11.3M0.85%51,419Trimmed

Source: SEC Form 13F filings · as of 2025-12-31