Terminal · Institutions

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

MainStreet Investment Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

MainStreet Investment Advisors LLC (CIK 1729854) reported $664.5M across 158 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJH ($42.9M, 6.45%), EFA ($40.2M, 6.05%), AAPL ($33.8M, 5.09%), VGSH ($29.3M, 4.41%), MSFT ($25.2M, 3.79%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IJHiShares Core S&P Mid-Cap ETF$42.9M6.45%635,079Trimmed
2EFAiShares MSCI EAFE ETF$40.2M6.05%413,831Trimmed
3AAPLApple Inc$33.8M5.09%133,339Trimmed
4VGSHVanguard Short-Term Treasury E$29.3M4.41%500,440Trimmed
5MSFTMicrosoft Corp$25.2M3.79%67,969Trimmed
6GOOGLAlphabet Inc$19.8M2.98%68,831Trimmed
7IJRiShares Core S&P Small-Cap ETF$19.1M2.88%153,949Trimmed
8JPMJPMorgan Chase & Co$18.6M2.80%63,217Trimmed
9BLKBlackrock Inc$16.4M2.47%17,034Trimmed
10JNJJohnson & Johnson$15.4M2.31%62,882Trimmed
11VGITVanguard Intermediate-Term Tre$14.3M2.15%240,037Added
12CATCaterpillar Inc$13.2M1.98%18,570Trimmed
13NVDANVIDIA Corp$13.1M1.97%75,220Trimmed
14AVGOBroadcom Inc$12.8M1.93%41,419Added
15ABBVAbbVie Inc$11.7M1.76%53,860Trimmed
16IVViShares Core S&P 500 ETF$11.7M1.76%17,909Added
17CVXChevron Corp$11.0M1.66%53,373Trimmed
18AMZNAmazon.com Inc$10.6M1.59%50,864Trimmed
19PGProcter & Gamble Co/The$10.5M1.58%72,742Trimmed
20VWOVanguard FTSE Emerging Markets$10.4M1.56%191,872Trimmed
21WMWaste Management Inc$10.1M1.53%44,150Trimmed
22HDHome Depot Inc/The$9.0M1.36%27,407Trimmed
23MCDMcDonald's Corp$8.7M1.32%28,153Trimmed
24PEPPepsiCo Inc$8.5M1.28%54,586Trimmed
25HONHoneywell International Inc$8.3M1.25%36,709Trimmed

Source: SEC Form 13F filings · as of 2026-03-31