Long-term investor
Market Street Wealth Management Advisors LLC @marketstreetwealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767601).
Record
- Tracked since 2025-06-30 (445 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months n/a · 1 year +13.3% · all +13.3%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFCF · 9.6% · long · since 2025-06-30
- DFSD · 8.6% · long · since 2025-06-30
- DUHP · 7.2% · long · since 2025-06-30
- SPYM · 6.6% · long · since 2025-06-30
- DFGX · 5.6% · long · since 2025-06-30
- VTV · 4.4% · long · since 2025-06-30
- DFIC · 4.3% · long · since 2025-06-30
- DFAE · 4.3% · long · since 2025-06-30
- DFAS · 4.2% · long · since 2025-06-30
- VUG · 3.6% · long · since 2025-06-30
- VCSH · 3.3% · long · since 2025-06-30
- IVV · 3.1% · long · since 2025-06-30