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Manager record

Market Street Wealth Management Advisors Llc

Indianapolis, IN · CIK 1767601 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$702.87MReported 13F valueQ3 2026 · as filed
136Holdings listed
0.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $612.9M$612.9MQ2 202599 holdingsQ3 2025: $629.7M$629.7MQ3 2025101 holdingsQ4 2025: $643.1M$643.1MQ4 2025101 holdingsQ1 2026: $634.3M$634.3MQ1 2026106 holdingsQ2 2026: $703.0M$703.0MQ2 2026120 holdingsQ3 2026: $702.9M$702.9MQ3 2026136 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$702.87M · 136 holdings listed · View original SEC filing ↗
Jul 20 2026 13F-HR · period Q2 2026

$702.98M · 120 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$634.30M · 106 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$643.15M · 101 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$629.67M · 101 holdings listed · View original SEC filing ↗
Jul 09 2025 13F-HR · period Q2 2025

$612.94M · 99 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology