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Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC is a Pennsylvania-based SEC-registered investment advisory firm founded in 2002, headquartered in Newtown, PA, with over 25 locations across the United States. The firm has about 41 employees and specializes in empowering independent financial advisors, providing comprehensive back-office infrastructure, compliance, operations, and coaching. It serves individual clients (including high net worth), pension plans, charitable organizations, and corporations, offering personalized and fiduciary investment advisory services aimed at supporting growth, succession, and long-term financial health.
Investment Strategy
The firm emphasizes a fiduciary, advisor-first approach centered around understanding each client's unique situation, goals, risk tolerance, and values. Using a process-oriented methodology (Connect, Understand, Implement), Main Street Financial Solutions delivers deeply personalized, holistic strategies incorporating investment management, retirement planning, tax consideration, estate planning, and succession. The firm remains custodian-agnostic, leveraging technology platforms like Orion to offer flexible, comprehensive planning across a wide range of assets, prioritizing clients’ best interests via robust compliance, operational support, and strategic planning.
Latest 13F Filing Activity
Main Street Financial Solutions, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 532 equity positions and 10 options positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Amazon Com Inc. among other positions. Main Street Financial Solutions, LLC reduced exposure to Seadrill LTD, Berkshire Hathaway Inc. Del, Global PMTS Inc. among others.
Top Holdings
Equity Positions (532)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 4.08% | $56.2M | 185,069 | $220.21 | $303.93 | +$3.3M |
S SCHG | SCHWAB STRATEGIC TR | 3.92% | $54.1M | 1,851,661 | $18.18 | $29.21 | +$10.9M |
S SCHD | SCHWAB STRATEGIC TR | 3.51% | $48.4M | 1,825,823 | $24.45 | $26.50 | +$472.5K |
N NVDA | NVIDIA CORPORATION | 2.99% | $41.2M | 260,704 | $75.55 | $157.99 | +$20.2M |
N NMM | NAVIOS MARITIME PARTNERS L P | 2.35% | $32.4M | 859,109 | $39.08 | $37.68 | +$1.8M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $567.6K | 548 | $617.85 | $498.39 | +55 | +$24.5K |
Q QQQ | INVESCO QQQ TR | Sold | Put | $44.8K | 104 | $551.64 | $403.67 | -21 | -$35.3K |
T TSLA | TESLA INC | Sold | Call | $9.6K | 3 | $317.66 | $403.84 | -3 | -$5.2K |
C CALM | CAL MAINE FOODS INC | Sold | Call | $7.4K | 33 | $99.63 | $90.90 | -81 | -$10.8K |
N NMM | NAVIOS MARITIME PARTNERS L P | New | Call | $4.9K | 10 | $37.68 | $37.68 | +10 | +$4.9K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | New York, NY , United States |
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