Institutional Investor · CIK 0001763350
MAIN STREET FINANCIAL SOLUTIONS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
519
Total Value
$1.48B
Total Shares
24.42M
Latest Filing
Aug 7, 2026
CIK
0001763350
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 175,649 | $65.00M | 0.0029% | SH | — | View | |
| Industrials | Marine Shipping | 2026-06-30 | 2026-08-07 | 887,786 | $62.21M | 3.1233% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,771,594 | $59.95M | 0.1024% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 1,816,438 | $57.60M | 0.0635% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,332,666 | $39.22M | 0.0547% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 347,719 | $34.42M | 0.0247% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-07 | 108,886 | $31.51M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 1,023,348 | $28.35M | 0.0427% | SH | — | View | |
Fidelity Total Bond ETF(FBND) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 558,029 | $25.38M | 0.0937% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 32,058 | $23.61M | 0.0045% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 600,008 | $21.68M | 0.0833% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 30,711 | $21.09M | 0.0013% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 532,256 | $21.01M | 0.4938% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 192,864 | $18.58M | 0.3093% | SH | — | View | |
iShares Core S&P U.S.…(IUSG) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 90,838 | $17.09M | 0.0523% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 176,803 | $16.91M | 0.1027% | SH | — | View | |
Schwab 1000 Index ETF(SCHK) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 466,270 | $16.81M | 0.2943% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 75,276 | $15.06M | 0.0003% | SH | — | View |
iShares Core S&P U.S.…(IUSV) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 134,115 | $14.77M | 0.0553% | SH | — | View |
| Energy | Oil & Gas Midstream | 2026-06-30 | 2026-08-07 | 397,235 | $14.05M | 1.3463% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 337,901 | $13.94M | 0.0845% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 16,927 | $12.68M | 0.0015% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 339,687 | $12.32M | 0.0981% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 172,820 | $12.31M | 0.0039% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 32,945 | $12.29M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 51,478 | $12.18M | 0.0095% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 15,935 | $11.90M | 0.0015% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-08-07 | 27,409 | $11.53M | 0.0007% | SH | — | View |
Schwab U.S. Mid-Cap ETF(SCHM) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 309,216 | $11.40M | 0.0700% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 138,410 | $11.36M | 0.0452% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 263,577 | $11.16M | 0.0876% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-07 | 43,388 | $10.34M | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 213,083 | $10.25M | 0.1931% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-07 | 71,880 | $9.83M | 0.0017% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 189,754 | $8.95M | 1.0228% | SH | — | View | |
Coupang, Inc.(CPNG) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-07 | 510,245 | $8.86M | 0.0284% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-08-07 | 17,620 | $8.82M | 0.0008% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 16,516 | $8.63M | 0.0196% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 104,211 | $8.28M | 0.0302% | SH | — | View | |
| Healthcare | Medical - Healthcare Information Services | 2026-06-30 | 2026-08-07 | 387,650 | $7.96M | 0.2022% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 66,507 | $7.95M | 0.0057% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 70,323 | $7.76M | 0.0370% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 129,754 | $7.74M | 0.0046% | SH | — | View | |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 21,265 | $7.60M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 300,275 | $7.31M | 0.4884% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 19,288 | $7.29M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 303,669 | $7.02M | 0.0652% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 197,107 | $6.86M | 0.0421% | SH | — | View | |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-08-07 | 75,685 | $6.77M | 0.0703% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 117,357 | $6.63M | 0.1702% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 18,682 | $6.60M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 208,983 | $6.50M | 0.0256% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 128,621 | $6.50M | 1.7643% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 217,367 | $6.29M | 0.0145% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 61,816 | $6.23M | 0.0379% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-07 | 24,186 | $6.14M | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 99,922 | $5.89M | 0.0116% | SH | — | View | |
VanEck Real Assets ETF(RAAX) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 145,792 | $5.78M | 0.4917% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 65,787 | $5.62M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 30,391 | $5.62M | 0.9216% | SH | — | View | |
Royalty Pharma plc(RPRX) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-08-07 | 98,699 | $5.53M | 0.0223% | SH | — | View |
First Trust SMID Cap…(SDVY) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 127,084 | $5.48M | 0.0490% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 110,118 | $5.10M | 2.0436% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 98,105 | $4.96M | 0.0122% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 70,909 | $4.89M | 0.0539% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 22,245 | $4.85M | 0.0019% | SH | — | View | |
AST SpaceMobile, Inc.(ASTS) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-08-07 | 54,150 | $4.81M | 0.0181% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-07 | 14,600 | $4.78M | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 138,026 | $4.78M | 0.0748% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 56,920 | $4.61M | 0.0188% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 40,003 | $4.60M | 0.0999% | SH | — | View | |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 6,329 | $4.58M | 0.0008% | SH | — | View |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 36,508 | $4.55M | 0.0157% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 119,705 | $4.49M | 0.0885% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 57,326 | $4.47M | 0.0064% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 33,283 | $4.43M | 0.0383% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 84,317 | $4.26M | 0.0086% | SH | — | View | |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-07 | 74,674 | $4.25M | 0.0011% | SH | — | View |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-08-07 | 51,223 | $4.16M | 0.0012% | SH | — | View |
The Coca-Cola Company(KO.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-08-07 | 51,223 | $4.16M | 0.0012% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 48,284 | $4.01M | 0.0300% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-08-07 | 11,210 | $3.95M | 0.0011% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-07 | 3,290 | $3.95M | 0.0004% | SH | — | View |
Corning Inc(GLW.DE) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-08-07 | 15,311 | $3.91M | 0.0018% | SH | — | View |
Zoetis Inc.(ZOE.DE) | Healthcare | Drug Manufacturers - Specialty & Generic | 2026-06-30 | 2026-08-07 | 53,144 | $3.82M | 0.0127% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 6,717 | $3.78M | 0.0003% | SH | — | View |
Shift4 Payments, Inc.(FOUR) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 75,643 | $3.68M | 0.1093% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 31,104 | $3.63M | 0.0014% | SH | — | View | |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-08-07 | 24,380 | $3.57M | 0.0010% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 46,153 | $3.48M | 0.0151% | SH | — | View | |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-07 | 26,862 | $3.45M | 0.0011% | SH | — | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 9,350 | $3.44M | 0.0027% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-07 | 30,337 | $3.44M | 0.0004% | SH | — | View |
PGIM AAA CLO ETF(PAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 66,410 | $3.40M | 0.0303% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-08-07 | 11,967 | $3.37M | 0.0013% | SH | — | View | |
Global X - Short-Term…(SLDR) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 66,995 | $3.34M | 10.1443% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-07 | 13,093 | $3.29M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 25,597 | $3.27M | 0.0058% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 65,307 | $3.25M | 0.0509% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 38,619 | $3.23M | 0.0034% | SH | — | View |
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