DOSSIER · 13F-HR · Q4 2025

Main Street Financial Solutions, LLC

$1.3B in tracked AUM across 560 positions as of Q4 2025.

MS
CIK 0001763350 · last filed Dec 31, 2025
Total AUM
$1.3B
as of Q4 2025
Holdings
560
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Main Street Financial Solutions, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$63M188K4.7%
02
SCHG
SCHWAB STRATEGIC TR
$54M1.7M4.1%
03
SCHD
SCHWAB STRATEGIC TR
$46M1.7M3.5%
04
Y62267409
NAVIOS MARITIME PARTNERS L P
$46M871K3.4%
05
SCHX
SCHWAB STRATEGIC TR
$34M1.3M2.5%
06
AAPL
APPLE INC
$29M107K2.2%
07
AGG
ISHARES TR
$25M251K1.9%
08
FBND
FIDELITY MERRIMACK STR TR
$24M523K1.8%
09
SCHF
SCHWAB STRATEGIC TR
$23M975K1.8%
10
TOTL
SSGA ACTIVE ETF TR
$20M494K1.5%

Filing history

2025Q4Dec 31
$1.3B 14.4%
560 positionsView →
2025Q3Sep 30
$1.6B 13.1%
608 positionsView →
2025Q2Jun 30
$1.4B 19.7%
553 positionsLocked
2025Q1Mar 31
$1.2B 13.5%
513 positionsLocked
2024Q4Dec 31
$1.0B 6.9%
484 positionsLocked
2024Q3Sep 30
$1.1B 2.7%
534 positionsLocked
2024Q2Jun 30
$1.1B 13.3%
548 positionsLocked
2024Q1Mar 31
$937M 21.0%
529 positionsLocked
2023Q4Dec 31
$774M 9.6%
459 positionsLocked
2023Q3Sep 30
$706M 4.9%
462 positionsLocked
2023Q2Jun 30
$743M 8.9%
442 positionsLocked
2023Q1Mar 31
$682M 7.6%
445 positionsLocked
Showing 12 of 21