Main Street Financial Solutions, LLC

Est. AUM

$1.34B

13F long equity, this entity only

Positions

560

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$62.9M	187545	4.71%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$54.2M	1661436	4.06%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$46.3M	1689595	3.47%	SOLE
4	NAVIOS MARITIME PARTNERS L P	COM UNIT LPI	$45.6M	870306	3.42%	SOLE
5	SCHWAB STRATEGIC TR	US LRG CAP ETF	$33.8M	1257287	2.53%	SOLE
6	APPLE INC	COM	$29.2M	107327	2.18%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$25.1M	251490	1.88%	SOLE
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$24.1M	523025	1.80%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$23.5M	975483	1.76%	SOLE
10	SSGA ACTIVE ETF TR	STATE STREET DOU	$19.9M	493688	1.49%	SOLE
11	WISDOMTREE TR	US QTLY DIV GRT	$17.7M	197760	1.32%	SOLE
12	INVESCO QQQ TR	UNIT SER 1	$17.2M	28016	1.29%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.2M	27397	1.29%	SOLE
14	WISDOMTREE TR	US LARGECAP DIVD	$16.9M	192406	1.27%	SOLE
15	SCHWAB STRATEGIC TR	US SML CAP ETF	$16.3M	571325	1.22%	SOLE
16	NVIDIA CORPORATION	COM	$14.5M	77862	1.09%	SOLE
17	MICROSOFT CORP	COM	$14.5M	29954	1.08%	SOLE
18	ISHARES TR	CORE S&P US GWT	$13.9M	82766	1.04%	SOLE
19	ISHARES TR	CORE INTL AGGR	$13.6M	271521	1.02%	SOLE
20	SCHWAB STRATEGIC TR	1000 INDEX ETF	$13.6M	413934	1.02%	SOLE
21	TESLA INC	COM	$12.9M	28665	0.97%	SOLE
22	ISHARES TR	CORE S&P US VLU	$12.1M	117673	0.90%	SOLE
23	COUPANG INC	CL A	$12.0M	510590	0.90%	SOLE
24	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.3M	51419	0.85%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$11.1M	16251	0.83%	SOLE
26	SPDR S&P 500 ETF TR	TR UNIT	$11.1M	16309	0.83%	SOLE
27	WAYSTAR HLDG CORP	COM	$11.0M	336900	0.83%	SOLE
28	HARTFORD FDS EXCHANGE TRADED	SCHRDRS TAX BD	$11.0M	573575	0.82%	SOLE
29	AMAZON COM INC	COM	$10.5M	45360	0.78%	SOLE
30	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.1M	161302	0.75%	SOLE
31	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$10.0M	288179	0.75%	SOLE
32	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$10.0M	304716	0.75%	SOLE
33	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$9.6M	211310	0.72%	SOLE
34	ISHARES TR	TRUST ISHARE 0-1	$9.0M	81573	0.67%	SOLE
35	TSAKOS ENERGY NAVIGATION LTD	SHS	$8.9M	396909	0.67%	SOLE
36	WORLD GOLD TR	SPDR GLD MINIS	$8.7M	102029	0.65%	SOLE
37	ALPHABET INC	CAP STK CL C	$8.3M	26514	0.62%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.2M	16298	0.61%	SOLE
39	SCHWAB STRATEGIC TR	US MID-CAP ETF	$8.1M	270151	0.61%	SOLE
40	EXXON MOBIL CORP	COM	$8.0M	66498	0.60%	SOLE
41	PIMCO ETF TR	ENHAN SHRT MA AC	$7.0M	69325	0.52%	SOLE
42	SPDR DOW JONES INDL AVERAGE	UT SER 1	$6.9M	14371	0.52%	SOLE
43	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$6.9M	144378	0.51%	SOLE
44	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$6.7M	276022	0.50%	SOLE
45	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.7M	175487	0.50%	SOLE
46	VANECK ETF TRUST	GOLD MINERS ETF	$6.6M	77510	0.50%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$6.6M	39855	0.50%	SOLE
48	VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.6M	84080	0.50%	SOLE
49	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.6M	122346	0.49%	SOLE
50	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.3M	124662	0.47%	SOLE

1–50 of 560

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.