Market Street Wealth Management Advisors LLC
Annual return '25
+19.5%
SPY '25
+17.7%
Alpha
+1.8ptsvs SPY
Invested
$634.3M
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFCF
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
10.3%
02
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.4%
03
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.9%
04
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
6.2%
05
$DFGX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.9%
06
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.5%
07
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
4.4%
08
$DFAE
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.1%
09
$DFAS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.0%
10
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:32 UTC.