MainStreet Investment Advisors LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $5,855,906,939 | Banks and thrifts (100%) |
| Apr 2025 to Mar 2026 | $5,409,800,392 | Banks and thrifts (100%) |
| Apr 2024 to Mar 2025 | $5,119,845,804 | Banks and thrifts (100%) |
| May 2023 to Mar 2024 | $11,202,650,906 | Diversified |
| Apr 2023 | $11,202,650,906 | Diversified |
| Apr 2022 to Mar 2023 | $9,932,088,506 | Diversified |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 59.7%; sector active share 20.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
166 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.4% | $230,354,012 |
| Technology | 20.6% | $151,091,624 |
| Financial Services | 11.2% | $81,919,472 |
| Industrials | 9.4% | $68,869,147 |
| Healthcare | 6.6% | $48,541,227 |
| Consumer Cyclical | 5.5% | $40,023,806 |
| Consumer Defensive | 4.9% | $36,209,080 |
| Communication Services | 4.9% | $35,940,090 |
| Energy | 2.2% | $16,222,858 |
| Utilities | 2.2% | $15,923,623 |
| Basic Materials | 0.6% | $4,632,139 |
| Real Estate | 0.6% | $4,536,861 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SMMD | iShares Russell 2500 ETF | +18,194 | 21,978 | $2,013,844 | |
| IEFA | iShares Core MSCI EAFE ETF | +15,727 | 23,237 | $2,244,229 | |
| IAU | Ishares Gold Trust | +14,728 | 28,550 | $2,155,810 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +12,941 | 252,978 | $14,920,642 | |
| IEMG | iShares Trust | +11,378 | 22,967 | $1,902,586 | |
| PFE | Pfizer Inc | +10,496 | 93,983 | $2,263,110 | |
| APD | Air Products & Chemicals, Inc. | +9,953 | 11,084 | $3,249,607 | |
| SLB | Slb Limited | +6,198 | 15,198 | $706,555 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +5,541 | 101,816 | $3,228,585 | |
| IVV | iShares Core S&P 500 ETF | +5,259 | 23,168 | $17,350,283 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +4,780 | 67,144 | $4,929,041 | |
| ENB | Enbridge Inc | +4,738 | 79,604 | $4,315,332 | |
| HSY | Hershey Co | +4,589 | 8,900 | $1,561,505 | |
| VZ | Verizon Communications Inc | +3,719 | 76,691 | $3,247,096 | |
| ANET | Arista Networks, Inc. | +3,546 | 7,545 | $1,281,744 | |
| TSCO | Tractor Supply Co | +3,307 | 15,507 | $490,176 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | +3,172 | 58,812 | $1,764,948 | |
| XOM | ExxonMobil Holdings Corp | +2,677 | 7,402 | $1,012,001 | |
| CMCSA | Comcast Corp | +2,481 | 63,103 | $1,549,178 | |
| NFLX | Netflix Inc | +2,362 | 12,925 | $922,845 | |
| MO | Altria Group, Inc. | +2,110 | 73,176 | $5,265,013 | |
| USB | US Bancorp De | +2,010 | 88,767 | $5,361,526 | |
| LRCX | Lam Research Corp | +1,879 | 3,273 | $1,418,289 | |
| AEP | American Electric Power Co Inc | +1,685 | 38,063 | $5,207,399 | |
| SO | Southern Co | +1,652 | 65,921 | $6,309,298 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | −39,120 | 595,959 | $45,954,398 | |
| GPC | Genuine Parts Co | −26,127 | 1,711 | $201,863 | |
| HON | Honeywell International Inc | −18,240 | 18,469 | $4,135,209 | |
| IJR | iShares Core S&P Small-Cap ETF | −10,027 | 143,922 | $21,345,071 | |
| EFA | iShares MSCI EAFE ETF | −9,005 | 404,826 | $42,053,324 | |
| PSA | Public Storage | −8,030 | 5,685 | $1,809,592 | |
| EOG | Eog Resources Inc | −6,204 | 6,791 | $880,996 | |
| GOOGL | Alphabet Inc. | −6,120 | 62,711 | $22,411,030 | |
| SLGN | Silgan Holdings Inc | −5,531 | 6,881 | $319,209 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −5,247 | 186,625 | $11,139,646 | |
| AAPL | Apple Inc. | −4,276 | 129,063 | $37,345,669 | |
| PREF | Principal Spectrum Preferred Securities Active ETF | −2,465 | 137,845 | $2,627,325 | |
| CAT | Caterpillar Inc | −2,308 | 16,262 | $17,317,403 | |
| ZTS | Zoetis Inc. | −1,808 | 10,299 | $740,086 | |
| PAYX | Paychex Inc | −1,358 | 43,937 | $4,320,325 | |
| CTAS | Cintas Corp | −1,233 | 5,379 | $914,860 | |
| PEP | Pepsico Inc | −1,125 | 53,461 | $7,238,619 | |
| META | Meta Platforms, Inc. | −837 | 7,865 | $4,430,275 | |
| — | −824 | 6,502 | $330,496 | ||
| MDT | Medtronic plc | −799 | 42,878 | $3,354,345 | |
| BAC | Bank Of America Corp | −796 | 50,736 | $2,890,937 | |
| AMZN | Amazon Com Inc | −770 | 50,094 | $11,939,403 | |
| CSCO | Cisco Systems, Inc. | −713 | 70,975 | $8,336,723 | |
| ABT | Abbott Laboratories | −634 | 8,820 | $800,326 | |
| XJH | iShares ESG Select Screened S&P Mid-Cap ETF | −590 | 20,435 | $1,065,685 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 18,660 | $4,125,352 | |
| HGER | Harbor Commodity All-Weather Strategy ETF | 79,741 | $2,339,600 | |
| RTX | RTX Corp | 10,939 | $2,075,456 | |
| LIN | Linde PLC | 1,814 | $941,357 | |
| MKSI | Mks Inc | 909 | $404,323 | |
| IWF | iShares Russell 1000 Growth ETF | 2,892 | $359,099 | |
| FRT | Federal Realty Investment Trust | 2,474 | $305,390 | |
| EEM | iShares MSCI Emerging Markets ETF | 3,830 | $262,010 | |
| GWW | W.W. Grainger, Inc. | 185 | $251,674 | |
| IWO | iShares Russell 2000 Growth ETF | 515 | $202,889 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | 3,775 | $200,716 | |
| PGX | Invesco Ltd. | 11,137 | $120,725 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 595,959 | $45,954,398 | 6.26% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 404,826 | $42,053,324 | 5.73% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 129,063 | $37,345,669 | 5.09% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 501,923 | $29,211,918 | 3.98% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 67,883 | $25,321,716 | 3.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 62,711 | $22,411,030 | 3.05% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 143,922 | $21,345,071 | 2.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 62,999 | $20,621,462 | 2.81% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 23,168 | $17,350,283 | 2.36% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 16,262 | $17,317,403 | 2.36% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 16,894 | $16,244,594 | 2.21% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 63,190 | $16,048,364 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 42,003 | $15,866,633 | 2.16% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 76,679 | $15,342,701 | 2.09% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 252,978 | $14,920,642 | 2.03% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 53,744 | $13,524,140 | 1.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 50,094 | $11,939,403 | 1.63% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 186,625 | $11,139,646 | 1.52% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 72,717 | $10,663,220 | 1.45% | |
| WM |
Waste Management Inc
Industrials
|
Added | 44,255 | $9,863,554 | 1.34% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 27,446 | $9,679,655 | 1.32% | |
| CVX |
Chevron Corp
Energy
|
Added | 54,730 | $9,072,044 | 1.24% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 70,975 | $8,336,723 | 1.14% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 28,457 | $7,692,211 | 1.05% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 53,461 | $7,238,619 | 0.99% | |
| MCHP |
Microchip Technology Inc
Technology
|
Reduced | 77,136 | $7,034,803 | 0.96% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 48,254 | $6,907,560 | 0.94% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 19,401 | $6,616,129 | 0.90% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 6,408 | $6,480,858 | 0.88% | |
| SO |
Southern Co
Utilities
|
Added | 65,921 | $6,309,298 | 0.86% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 11,520 | $5,868,979 | 0.80% | |
| USB |
US Bancorp De
Financial Services
|
Added | 88,767 | $5,361,526 | 0.73% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 15,586 | $5,347,400 | 0.73% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 73,176 | $5,265,013 | 0.72% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 38,063 | $5,207,399 | 0.71% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 67,144 | $4,929,041 | 0.67% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 11,523 | $4,846,573 | 0.66% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 25,779 | $4,763,701 | 0.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 41,082 | $4,652,947 | 0.63% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 16,136 | $4,537,604 | 0.62% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 6,218 | $4,434,739 | 0.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 7,865 | $4,430,275 | 0.60% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 43,937 | $4,320,325 | 0.59% | |
| ENB |
Enbridge Inc
Energy
|
Added | 79,604 | $4,315,332 | 0.59% | |
| MAR |
Marriott International Inc
Consumer Cyclical
|
Reduced | 11,601 | $4,299,214 | 0.59% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 11,020 | $4,136,026 | 0.56% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 18,469 | $4,135,209 | 0.56% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 18,660 | $4,125,352 | 0.56% | |
| ACWI |
iShares MSCI ACWI ETF
|
Reduced | 25,719 | $4,037,111 | 0.55% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 31,131 | $4,000,333 | 0.54% |
Showing the top 50 of 166 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.