Main Street Financial Solutions, LLC
•CIK: 1763350•Filing: Q4 2025
**Main Street Financial Solutions, LLC** manages $1.3B across a diversified portfolio of 541 positions. The firm exhibits a core focus on broad market exposure, evidenced by significant allocations to VTI ($62.9M) and SCHG ($54.2M). Notable holdings also include income-oriented assets such as SCHD ($46.3M) and AGG ($25.1M), alongside technology anchors like AAPL ($29.2M). This structure suggests a balanced mandate spanning growth, dividend income, and total market capture.
Total AUM
$1.3B
+ $795.5K in options
QoQ Performance
-13.5%
Positions
318
+ 4 options
Top 10 Concentration
30.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI4.9%
SCHG4.3%
SCHD3.6%
SCHX2.7%
AAPL2.3%
AGG2.0%
FBND1.9%
SCHF1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.6%
Technology8.1%
Consumer3.1%
ETF2.5%
Financial1.8%
Healthcare1.6%
Energy1.2%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
—
NAVIOS MARITIME PARTNERS L P
SOLD
$38.9M
+386 more exited positions
Changes from Q3 2025
NEW1 new position
↑84 increased
↓106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022