MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

Portfolio Overview

Market Street Wealth Management Advisors LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 34.6%, rising from $477.96 million to $643.15 million. This growth is attributable to a combination of market appreciation and substantial net capital inflows, evidenced by the aggressive repositioning during the quarter. The portfolio consists of 101 holdings, suggesting a diversified approa...