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.
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 |