Main Street Financial Solutions, LLC holds a diversified book of 554 stocks worth $1.4B as of Q1 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Ishares 1-3 Year Treasury Bo and trimmed Wisdomtree US Largecap Divid. Their largest long position is Vanguard Total Stock MKT ETF at 4% of the equity book. They also disclosed $2.0M in put options (a bearish bet) and $211K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +35% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1763350/holdings"
Use Arkolith to show Main Street Financial Solutions, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.5 points over this window.
Growth of $10,000 cloning Main Street Financial Solutions, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Main Street Financial Solutions, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $523.5B |
| ROYAL BANK OF CANADA | 79 / 80 | $147.6B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $102.5B |
| LPL Financial LLC | 79 / 80 | $92.6B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $19.9B |
| UBS Group AG | 78 / 80 | $130.2B |
| Farther Finance Advisors, LLC | 78 / 80 | $3.4B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $148.5B |
Ranked by how many of Main Street Financial Solutions, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $60.9M | 189.9K | 4.4% | ▲+1.3% Added · +2K sh | |
| 2 | Navios Maritime Partners LP COM UNIT LPI | $60.0M | 889.8K | 4.4% | ▲+2.2% Added · +19K sh | |
| 3 | Schwab Strategic TR US DIVIDEND EQ | $52.9M | 1.73M | 3.9% | ▲+2.1% Added · +36K sh | |
| 4 | Schwab Strategic TR US LCAP GR ETF | $50.6M | 1.74M | 3.7% | ▲+4.5% Added · +74K sh | |
| 5 | Schwab Strategic TR US LRG CAP ETF | $33.5M | 1.31M | 2.4% | ▲+3.9% Added · +49K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $32.2M | 324.4K | 2.4% | ▲+29% Added · +73K sh | |
| 7 | Apple Inc COM | $27.8M | 109.6K | 2.0% | ▲+2.1% Added · +2K sh | |
| 8 | Schwab Strategic TR INTL EQTY ETF | $24.7M | 996.3K | 1.8% | ▲+2.1% Added · +21K sh | |
| 9 | Fidelity Merrimack STR TR TOTAL BD ETF | $24.0M | 527.1K | 1.8% | ▲+0.8% Added · +4K sh | |
| 10 | Ssga Active ETF TR STATE STREET DOU | $20.4M | 512.6K | 1.5% | ▲+3.8% Added · +19K sh | |
| 11 | Invesco QQQ TR UNIT SER 1 | $17.7M | 30.7K | 1.3% | ▲+9.5% Added · +3K sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $17.5M | 29.3K | 1.3% | ▲+7.0% Added · +2K sh | |
| 13 | Schwab Strategic TR US SML CAP ETF | $17.0M | 585.2K | 1.2% | ▲+2.4% Added · +14K sh | |
| 14 | Wisdomtree TR US LARGECAP DIVD | $17.0M | 190.2K | 1.2% | ▼−1.2% Reduced · −2K sh | |
| 15 | Tsakos Energy Navigation Ltd SHS | $15.7M | 396.6K | 1.1% | ▼−0.1% Reduced · −279 sh | |
| 16 | Wisdomtree TR US QTLY DIV GRT | $15.2M | 173.0K | 1.1% | ▼−13% Reduced · −25K sh | |
| 17 | Ishares TR CORE INTL AGGR | $14.4M | 286.9K | 1.0% | ▲+5.7% Added · +15K sh | |
| 18 | Schwab Strategic TR 1000 INDEX ETF | $14.1M | 449.4K | 1.0% | ▲+8.6% Added · +35K sh | |
| 19 | Ishares TR CORE S&P US GWT | $14.1M | 90.7K | 1.0% | ▲+9.6% Added · +8K sh | |
| 20 | Nvidia Corporation COM | $13.8M | 79.2K | 1.0% | ▲+1.8% Added · +1K sh | |
| 21 | Ishares TR CORE S&P US VLU | $12.9M | 126.2K | 0.9% | ▲+7.3% Added · +9K sh | |
| 22 | Exxon Mobil Corp COM | $11.4M | 67.1K | 0.8% | ▲+0.9% Added · +622 sh | |
| 23 | Vanguard Specialized Funds DIV APP ETF | $11.2M | 52.0K | 0.8% | ▲+1.1% Added · +587 sh | |
| 24 | Microsoft Corp COM | $11.0M | 29.8K | 0.8% | ▼−0.4% Reduced · −126 sh | |
| 25 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $11.0M | 171.1K | 0.8% | ▲+6.1% Added · +10K sh | |
| 26 | Ishares TR CORE S&P500 ETF | $10.7M | 16.5K | 0.8% | ▲+1.2% Added · +202 sh | |
| 27 | Schwab Strategic TR EMRG MKTEQ ETF | $10.6M | 322.8K | 0.8% | ▲+5.9% Added · +18K sh | |
| 28 | Vanguard BD Index FDS SHORT TRM BOND | $10.6M | 135.5K | 0.8% | ▲+61% Added · +51K sh | |
| 29 | Tesla Inc COM | $10.2M | 27.3K | 0.7% | ▼−4.6% Reduced · −1K sh | |
| 30 | Schwab Strategic TR INTL SCEQT ETF | $9.8M | 210.4K | 0.7% | ▼−0.4% Reduced · −872 sh | |
| 31 | State STR SPDR S&P 500 ETF T TR UNIT | $9.6M | 14.8K | 0.7% | ▼−9.2% Reduced · −1K sh | |
| 32 | Coupang Inc CL A | $9.6M | 510.2K | 0.7% | ▼−0.1% Reduced · −345 sh | |
| 33 | Waystar Hldg Corp COM | $9.3M | 387.8K | 0.7% | ▲+15% Added · +51K sh | |
| 34 | World Gold TR SPDR GLD MINIS | $9.3M | 100.0K | 0.7% | ▼−2.0% Reduced · −2K sh | |
| 35 | Ishares TR TRUST ISHARE 0-1 | $9.1M | 82.6K | 0.7% | ▲+1.3% Added · +1K sh | |
| 36 | Capital Group GBL Growth Eqt SHS CREATION UNI | $9.1M | 273.1K | 0.7% | ▼−5.2% Reduced · −15K sh | |
| 37 | Amazon Com Inc COM | $9.1M | 43.7K | 0.7% | ▼−3.6% Reduced · −2K sh | |
| 38 | Schwab Strategic TR US MID-CAP ETF | $9.1M | 293.3K | 0.7% | ▲+8.6% Added · +23K sh | |
| 39 | J P Morgan Exchange Traded F SHORT DURA CORE | $8.8M | 185.5K | 0.6% | ▲+28% Added · +41K sh | |
| 40 | Ishares TR 1 3 YR TREAS BD | $8.6M | 104.5K | 0.6% | ▲New New position | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $8.5M | 17.7K | 0.6% | ▲+8.4% Added · +1K sh | |
| 42 | Dimensional ETF Trust INTL CORE EQT MK | $7.8M | 200.1K | 0.6% | ▲+14% Added · +25K sh | |
| 43 | State STR SPDR Dow Jones Ind UT SER 1 | $7.2M | 15.6K | 0.5% | ▲+8.8% Added · +1K sh | |
| 44 | Alphabet Inc CAP STK CL C | $7.0M | 24.4K | 0.5% | ▼−8.0% Reduced · −2K sh | |
| 45 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $6.9M | 127.4K | 0.5% | ▲+4.1% Added · +5K sh | |
| 46 | New York Life Invts Active E NYLI MACKAY MUN | $6.8M | 284.0K | 0.5% | ▲+2.9% Added · +8K sh | |
| 47 | Alphabet Inc CAP STK CL A | $6.0M | 20.9K | 0.4% | ▲+7.6% Added · +1K sh | |
| 48 | Wisdomtree TR US MIDCAP DIVID | $6.0M | 113.6K | 0.4% | ▲+40% Added · +32K sh | |
| 49 | Schwab Strategic TR US LCAP VA ETF | $5.9M | 192.7K | 0.4% | ▲+5.6% Added · +10K sh | |
| 50 | Schwab Strategic TR US AGGREGATE B | $5.7M | 246.5K | 0.4% | ▲+15% Added · +31K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $1.7M | 114K |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $92K | 6K |
| CALL · bullish | PALANTIR TECHNOLOGIES INC-APLTR | $55K | 42K |
| CALL · bullish | TESLA INCTSLA | $34K | 700 |
| CALL · bullish | MARVELL TECHNOLOGY INCMRVL | $25K | 2K |
| CALL · bullish | DEVON ENERGY CORPDVN | $24K | 2K |
| CALL · bullish | NETFLIX INCNFLX | $23K | 2K |
| PUT · bearish | ISHARES BITCOIN TRUST ETFIBIT | $22K | 10K |
| CALL · bullish | NAVIOS MARITIME PARTNERS LPNMM | $22K | 1K |
| PUT · bearish | TESLA INCTSLA | $21K | 800 |
| PUT · bearish | APPLE INCAAPL | $18K | 1K |
| PUT · bearish | AST SPACEMOBILE INCASTS | $17K | 3K |
| PUT · bearish | NVIDIA CORPNVDA | $16K | 1K |
| PUT · bearish | KRANESH CSI CHINA INTERNETKWEB | $15K | 2K |
| PUT · bearish | SPDR GOLD SHARESGLD | $13K | 500 |
| CALL · bullish | INVESCO QQQ TRUST SERIES 1QQQ | $13K | 7K |
| PUT · bearish | LOCKHEED MARTIN CORPLMT | $7K | 300 |
| CALL · bullish | NVIDIA CORPNVDA | $5K | 200 |
| CALL · bullish | INTEL CORPINTC | $3K | 300 |
| CALL · bullish | 3M COMMM | $2K | 200 |
| CALL · bullish | MP MATERIALS CORPMP | $2K | 3K |
| CALL · bullish | CLOUDFLARE INC - CLASS ANET | $2K | 3K |
| PUT · bearish | BROADCOM INCAVGO | $1K | 100 |
| CALL · bullish | APPLE INCAAPL | $678 | 500 |
| CALL · bullish | KRANESH CSI CHINA INTERNETKWEB | $561 | 3K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 27 option legs.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Jul 29, 2026 | 581 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 560 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 608 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 553 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 513 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 484 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 534 | $1.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 548 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.