MAINSTREET INVESTMENT ADVISORS LLC

Filed: 8/11/2025ACC: 0001765380-25-000323

📋 What this filing means

MAINSTREET INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $722.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

154

Positions

$722.99M

Total AUM (reported)

6.14M

Total Shares

Allocation by class

COMMON STOCK$514.77M71.2%

ETF$208.22M28.8%

Portfolio Concentration

Top 3$128.32M17.7%

4–10$154.48M21.4%

11–25$170.90M23.6%

Rest$269.29M37.2%

Top 3 weight

17.7%

Top 10 weight

39.1%

Voting Authority Distribution

Total shares with voting rights: 6.14M

Sole

Full voting authority

30.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.14M

% of voting shares100.0%

Investment Discretion (by position count)

Sole154

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings154

Rows:

iShares Core S&P Mid-Cap ETF

SOLE

ETF

Shares725.17K

TypeSH

Market value$44.97M

6.22%

Sole

0.00

Shared

0.00

None

725.17K

iShares MSCI EAFE ETF

SOLE

ETF

Shares477.60K

TypeSH

Market value$42.69M

5.91%

Sole

0.00

Shared

0.00

None

477.60K

Microsoft Corp

SOLE

Common Stock

Shares81.73K

TypeSH

Market value$40.65M

5.62%

Sole

0.00

Shared

0.00

None

81.73K

Apple Inc

SOLE

Common Stock

Shares158.47K

TypeSH

Market value$32.51M

4.50%

Sole

0.00

Shared

0.00

None

158.47K

Vanguard Short-Term Treasury E

SOLE

ETF

Shares514.50K

TypeSH

Market value$30.24M

4.18%

Sole

0.00

Shared

0.00

None

514.50K

JPMorgan Chase & Co

SOLE

Common Stock

Shares77.85K

TypeSH

Market value$22.57M

3.12%

Sole

4.00

Shared

0.00

None

77.85K

Blackrock Inc

SOLE

Common Stock

Shares19.95K

TypeSH

Market value$20.93M

2.90%

Sole

0.00

Shared

0.00

None

19.95K

iShares Core S&P Small-Cap ETF

SOLE

ETF

Shares173.88K

TypeSH

Market value$19.00M

2.63%

Sole

0.00

Shared

0.00

None

173.88K

Alphabet Inc

SOLE

Common Stock

Shares84.90K

TypeSH

Market value$14.96M

2.07%

Sole

0.00

Shared

0.00

None

84.90K

Vanguard Intermediate-Term Tre

SOLE

ETF

Shares238.39K

TypeSH

Market value$14.26M

1.97%

Sole

0.00

Shared

0.00

None

238.39K

Procter & Gamble Co/The

SOLE

Common Stock

Shares88.02K

TypeSH

Market value$14.02M

1.94%

Sole

0.00

Shared

0.00

None

88.02K

iShares Core S&P 500 ETF

SOLE

ETF

Shares21.58K

TypeSH

Market value$13.40M

1.85%

Sole

0.00

Shared

0.00

None

21.58K

NVIDIA Corp

SOLE

Common Stock

Shares81.08K

TypeSH

Market value$12.81M

1.77%

Sole

0.00

Shared

0.00

None

81.08K

Amazon.com Inc

SOLE

Common Stock

Shares58.31K

TypeSH

Market value$12.79M

1.77%

Sole

0.00

Shared

0.00

None

58.31K

Home Depot Inc/The

SOLE

Common Stock

Shares33.46K

TypeSH

Market value$12.27M

1.70%

Sole

0.00

Shared

0.00

None

33.46K

Waste Management Inc

SOLE

Common Stock

Shares51.55K

TypeSH

Market value$11.80M

1.63%

Sole

0.00

Shared

0.00

None

51.55K

AbbVie Inc

SOLE

Common Stock

Shares62.73K

TypeSH

Market value$11.64M

1.61%

Sole

0.00

Shared

0.00

None

62.73K

Johnson & Johnson

SOLE

Common Stock

Shares73.10K

TypeSH

Market value$11.17M

1.54%

Sole

0.00

Shared

0.00

None

73.10K

Honeywell International Inc

SOLE

Common Stock

Shares46.75K

TypeSH

Market value$10.89M

1.51%

Sole

0.00

Shared

0.00

None

46.75K

Broadcom Inc

SOLE

Common Stock

Shares39.17K

TypeSH

Market value$10.80M

1.49%

Sole

0.00

Shared

0.00

None

39.17K

Vanguard FTSE Emerging Markets

SOLE

ETF

Shares215.78K

TypeSH

Market value$10.67M

1.48%

Sole

0.00

Shared

0.00

None

215.78K

Caterpillar Inc

SOLE

Common Stock

Shares26.62K

TypeSH

Market value$10.33M

1.43%

Sole

0.00

Shared

0.00

None

26.62K

McDonald's Corp

SOLE

Common Stock

Shares33.44K

TypeSH

Market value$9.77M

1.35%

Sole

0.00

Shared

0.00

None

33.44K

PepsiCo Inc

SOLE

Common Stock

Shares71.45K

TypeSH

Market value$9.43M

1.30%

Sole

0.00

Shared

0.00

None

71.45K

Chevron Corp

SOLE

Common Stock

Shares63.53K

TypeSH

Market value$9.10M

1.26%

Sole

0.00

Shared

0.00

None

63.53K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
iShares Core S&P Mid-Cap ETFSOLE	ETF	725.17K	SH	$44.97M 6.22%	0.00	725.17K
iShares MSCI EAFE ETFSOLE	ETF	477.60K	SH	$42.69M 5.91%	0.00	477.60K
Microsoft CorpSOLE	Common Stock	81.73K	SH	$40.65M 5.62%	0.00	81.73K
Apple IncSOLE	Common Stock	158.47K	SH	$32.51M 4.50%	0.00	158.47K
Vanguard Short-Term Treasury ESOLE	ETF	514.50K	SH	$30.24M 4.18%	0.00	514.50K
JPMorgan Chase & CoSOLE	Common Stock	77.85K	SH	$22.57M 3.12%	4.00	77.85K
Blackrock IncSOLE	Common Stock	19.95K	SH	$20.93M 2.90%	0.00	19.95K
iShares Core S&P Small-Cap ETFSOLE	ETF	173.88K	SH	$19.00M 2.63%	0.00	173.88K
Alphabet IncSOLE	Common Stock	84.90K	SH	$14.96M 2.07%	0.00	84.90K
Vanguard Intermediate-Term TreSOLE	ETF	238.39K	SH	$14.26M 1.97%	0.00	238.39K
Procter & Gamble Co/TheSOLE	Common Stock	88.02K	SH	$14.02M 1.94%	0.00	88.02K
iShares Core S&P 500 ETFSOLE	ETF	21.58K	SH	$13.40M 1.85%	0.00	21.58K
NVIDIA CorpSOLE	Common Stock	81.08K	SH	$12.81M 1.77%	0.00	81.08K
Amazon.com IncSOLE	Common Stock	58.31K	SH	$12.79M 1.77%	0.00	58.31K
Home Depot Inc/TheSOLE	Common Stock	33.46K	SH	$12.27M 1.70%	0.00	33.46K
Waste Management IncSOLE	Common Stock	51.55K	SH	$11.80M 1.63%	0.00	51.55K
AbbVie IncSOLE	Common Stock	62.73K	SH	$11.64M 1.61%	0.00	62.73K
Johnson & JohnsonSOLE	Common Stock	73.10K	SH	$11.17M 1.54%	0.00	73.10K
Honeywell International IncSOLE	Common Stock	46.75K	SH	$10.89M 1.51%	0.00	46.75K
Broadcom IncSOLE	Common Stock	39.17K	SH	$10.80M 1.49%	0.00	39.17K
Vanguard FTSE Emerging MarketsSOLE	ETF	215.78K	SH	$10.67M 1.48%	0.00	215.78K
Caterpillar IncSOLE	Common Stock	26.62K	SH	$10.33M 1.43%	0.00	26.62K
McDonald's CorpSOLE	Common Stock	33.44K	SH	$9.77M 1.35%	0.00	33.44K
PepsiCo IncSOLE	Common Stock	71.45K	SH	$9.43M 1.30%	0.00	71.45K
Chevron CorpSOLE	Common Stock	63.53K	SH	$9.10M 1.26%	0.00	63.53K

Page 1 of 7

…