Main Street Financial Solutions, LLC
Annual return '25
+104.6%
SPY '25
+17.7%
Alpha
+86.9ptsvs SPY
Invested
$1.3B
Holdings
540
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (2.9k shares)
4.7%
02
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: New position (839.3k shares)
4.1%
03
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: New position (177.3k shares)
3.5%
04
$NMM
NAVIOS MARITIME PARTNERS L P
Q2 2025: Sold 99.7% (779.8k → 2.0k shares)
3.4%
05
$SCHX
SCHWAB STRATEGIC TR
Q3 2025: Increased +2.4% (1.28M → 1.31M shares)
2.5%
06
$AAPL
APPLE INC
Q1 2026: New position (571.1k shares)
2.2%
07
$AGG
ISHARES TR
Q1 2026: New position (9.7k shares)
1.9%
08
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: New position (411.0k shares)
1.8%
09
$SCHF
SCHWAB STRATEGIC TR
Q3 2025: Increased +2.9% (969.5k → 997.4k shares)
1.8%
10
$TOTL
SSGA ACTIVE ETF TR
Q3 2025: Increased +4.9% (460.8k → 483.2k shares)
1.5%
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 11:12 UTC.