MainStreet Investment Advisors LLC
โขCIK: 1729854โขFiling: Q4 2025
**MainStreet Investment Advisors LLC** manages $696M across a diversified portfolio of 159 positions. The firm maintains significant exposure to core US and international equities, highlighted by top holdings including IJH at $43.2M and EFA at $40.6M. Key technology and financial sector allocations are evident through substantial positions in AAPL ($38.1M), MSFT ($34.1M), and JPM ($20.9M). This concentration suggests a tactical approach balancing broad market indices with established mega-cap names.
Total AUM
$695.6M
QoQ Performance
-6.5%
Positions
158
Top 10 Concentration
40.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IJH
EFA
AAPL
IJH6.2%
EFA5.8%
AAPL5.5%
MSFT4.9%
VGSH4.3%
GOOGL3.3%
JPM3.0%
IJR2.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other45.3%
Technology22.0%
Financial9.5%
Consumer6.7%
Healthcare6.1%
Industrial4.4%
Consumer Staples1.9%
ETF1.7%
๐ช Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW7 new positions
โ19 increased
โ124 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023