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Mainstreet Investment Advisors LLC
MainStreet Investment Advisors LLC partners with wealth advisors to deliver tailored investment solutions including Direct Indexing, SMAs, and Fund Allocation Portfolios, along with research and advisory services. The firm’s Equity Team focuses on security selection and risk management for individual equity strategies such as U.S. large cap core, dividend income, sustainable investing, and U.S. All Cap, emphasizing quality, low turnover, and a high-concentration portfolio (30-50 holdings). Their process prioritizes balance sheet strength, full-cycle profitability, cash flow-based valuation, and business model durability, regularly reviewing macroeconomic impacts and style factor exposures.
Investment Strategy
Focuses on active, concentrated equity investing—primarily U.S. large cap core, dividend income, sustainable investing, and U.S. All Cap strategies. Emphasizes security selection over sector allocation, with a disciplined risk management process, quality bias, low turnover, and integration of Morningstar’s research for company and industry analysis. Strategies are designed for long-term performance driven by stock picking and risk control.
Latest 13F Filing Activity
Mainstreet Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 154 equity positions with a total 13F market value of $723M. The fund increased holdings in Microsoft Corp., Broadcom Inc., Vanguard Short-term Treasury E among other positions. Mainstreet Investment Advisors LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Jacobs Solutions Inc. among others.
Top Holdings
Equity Positions (154)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJH | iShares Core S&P Mid-Cap ETF | 6.22% | $45.0M | 725,169 | $53.05 | $62.02 | +$676.0K |
E EFA | iShares MSCI EAFE ETF | 5.91% | $42.7M | 477,601 | $69.55 | $89.39 | +$1.4M |
M MSFT | Microsoft Corp | 5.62% | $40.7M | 81,733 | $111.51 | $497.41 | +$8.7M |
A AAPL | Apple Inc | 4.50% | $32.5M | 158,474 | $50.38 | $205.17 | -$3.7M |
V VGSH | Vanguard Short-Term Treasury E | 4.18% | $30.2M | 514,496 | $58.04 | $58.78 | +$4.0M |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Portfolio Manager | Chicago, IL , United States | |
 | Portfolio Manager | Glen Ellyn, IL , United States | |
 | Senior Investment Analyst | Chicago, IL , United States | |
 | Portfolio Analyst | Chicago, IL , United States | |
 | Senior Portfolio Manager - Vice President | Cincinnati, OH , United States | |
 | Head of Investments | Chicago, IL , United States | |
C Chuck Simko | Senior Portfolio Manager | United States | |
 | Portfolio Analyst | Chicago, IL , United States | |
 | Portfolio Analyst | Chicago, IL , United States |
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