MainStreet Investment Advisors LLC

CHICAGO, IL · CIK 1729854 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2008 · limited liability company

Assets managed$5.9bn
Staff26 · 6 in investment roles
Main clients (by assets)Banks 100%
Form ADV · 2026-03-27SEC adviser record

Legal entityMAINSTREET INVESTMENT ADVISORS, LLC (US)

Kindinstitutions
Others nearbyChicago, IL, De Pere, WI

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Chicago, IL (main office)United States	United States	about 5
St Pere, WIUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$734.3m reported value +10.5% vs Q1 2026

166positions

38.0%in top 10

13 new 80 added 65 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P MCP ETF IJH	IJH	595,959	$46.0m6.26%	6.26%	Reduced -39.1k	-39,120 -6.2%
2	ISHARES TR MSCI EAFE ETF EFA	EFA	404,826	$42.1m5.73%	5.73%	Reduced -9.0k	-9,005 -2.2%
3	APPLE INC COM AAPL	AAPL	129,063	$37.3m5.09%	5.09%	Reduced -4.3k	-4,276 -3.2%
4	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	501,923	$29.2m3.98%	3.98%	Added +1.5k	+1,483 0.3%
5	MICROSOFT CORP COM MSFT	MSFT	67,883	$25.3m3.45%	3.45%	Reduced -86	-86 -0.1%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	62,711	$22.4m3.05%	3.05%	Reduced -6.1k	-6,120 -8.9%
7	ISHARES TR CORE S&P SCP ETF IJR	IJR	143,922	$21.3m2.91%	2.91%	Reduced -10.0k	-10,027 -6.5%
8	JPMORGAN CHASE & CO COM JPM	JPM	62,999	$20.6m2.81%	2.81%	Reduced -218	-218 -0.3%
9	ISHARES TR CORE S&P500 ETF IVV	IVV	23,168	$17.4m2.36%	2.36%	Added +5.3k	+5,259 29.4%
10	CATERPILLAR INC COM CAT	CAT	16,262	$17.3m2.36%	2.36%	Reduced -2.3k	-2,308 -12.4%
11	BLACKROCK INC COM BLK	BLK	16,894	$16.2m2.21%	2.21%	Reduced -140	-140 -0.8%
12	JOHNSON & JOHNSON COM JNJ	JNJ	63,190	$16.0m2.19%	2.19%	Added +308	+308 0.5%
13	BROADCOM INC COM AVGO	AVGO	42,003	$15.9m2.16%	2.16%	Added +584	+584 1.4%
14	NVIDIA CORPORATION COM NVDA	NVDA	76,679	$15.3m2.09%	2.09%	Added +1.5k	+1,459 1.9%
15	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	252,978	$14.9m2.03%	2.03%	Added +12.9k	+12,941 5.4%
16	ABBVIE INC COM ABBV	ABBV	53,744	$13.5m1.84%	1.84%	Reduced -116	-116 -0.2%
17	AMAZON COM INC COM AMZN	AMZN	50,094	$11.9m1.63%	1.63%	Reduced -770	-770 -1.5%
18	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	186,625	$11.1m1.52%	1.52%	Reduced -5.2k	-5,247 -2.7%
19	PROCTER AND GAMBLE CO COM PG	PG	72,717	$10.7m1.45%	1.45%	Reduced -25	-25 -0.0%
20	WASTE MGMT INC DEL COM WM	WM	44,255	$9.9m1.34%	1.34%	Added +105	+105 0.2%
21	HOME DEPOT INC COM HD	HD	27,446	$9.7m1.32%	1.32%	Added +39	+39 0.1%
22	CHEVRON CORP NEW COM CVX	CVX	54,730	$9.1m1.24%	1.24%	Added +1.4k	+1,357 2.5%
23	CISCO SYS INC COM CSCO	CSCO	70,975	$8.3m1.14%	1.14%	Reduced -713	-713 -1.0%
24	MCDONALDS CORP COM MCD	MCD	28,457	$7.7m1.05%	1.05%	Added +304	+304 1.1%
25	PEPSICO INC COM PEP	PEP	53,461	$7.2m0.99%	0.99%	Reduced -1.1k	-1,125 -2.1%
26	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	77,136	$7.0m0.96%	0.96%	Reduced -113	-113 -0.1%
27	EMERSON ELEC CO COM EMR	EMR	48,254	$6.9m0.94%	0.94%	Added +578	+578 1.2%
28	PALO ALTO NETWORKS INC COM PANW	PANW	19,401	$6.6m0.90%	0.90%	Added +130	+130 0.7%
29	GOLDMAN SACHS GROUP INC COM GS	GS	6,408	$6.5m0.88%	0.88%	Added +261	+261 4.2%
30	SOUTHERN CO COM SO	SO	65,921	$6.3m0.86%	0.86%	Added +1.7k	+1,652 2.6%
31	LOCKHEED MARTIN CORP COM LMT	LMT	11,520	$5.9m0.80%	0.80%	Added +172	+172 1.5%
32	US BANCORP DEL COM NEW USB	USB	88,767	$5.4m0.73%	0.73%	Added +2.0k	+2,010 2.3%
33	VISA INC COM CL A V	V	15,586	$5.3m0.73%	0.73%	Reduced -248	-248 -1.6%
34	ALTRIA GROUP INC COM MO	MO	73,176	$5.3m0.72%	0.72%	Added +2.1k	+2,110 3.0%
35	AMERICAN ELEC PWR CO INC COM AEP	AEP	38,063	$5.2m0.71%	0.71%	Added +1.7k	+1,685 4.6%
36	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	67,144	$4.9m0.67%	0.67%	Added +4.8k	+4,780 7.7%
37	TESLA INC COM TSLA	TSLA	11,523	$4.8m0.66%	0.66%	Added +1	+1 0.0%
38	QUALCOMM INC COM QCOM	QCOM	25,779	$4.8m0.65%	0.65%	Reduced -189	-189 -0.7%
39	WALMART INC COM WMT	WMT	41,082	$4.7m0.63%	0.63%	Added +495	+495 1.2%
40	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	16,136	$4.5m0.62%	0.62%	Added +400	+400 2.5%
41	CUMMINS INC COM CMI	CMI	6,218	$4.4m0.60%	0.60%	Reduced -44	-44 -0.7%
42	META PLATFORMS INC CL A META	META	7,865	$4.4m0.60%	0.60%	Reduced -837	-837 -9.6%
43	PAYCHEX INC COM PAYX	PAYX	43,937	$4.3m0.59%	0.59%	Reduced -1.4k	-1,358 -3.0%
44	ENBRIDGE INC COM ENB	ENB	79,604	$4.3m0.59%	0.59%	Added +4.7k	+4,738 6.3%
45	MARRIOTT INTL INC NEW CL A MAR	MAR	11,601	$4.3m0.59%	0.59%	Reduced -146	-146 -1.2%
46	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	11,020	$4.1m0.56%	0.56%	Reduced -171	-171 -1.5%
47	HONEYWELL INTL INC COM HON	HON	18,469	$4.1m0.56%	0.56%	New
48	HONEYWELL AEROSPACE INC COM HONA	HONA	18,660	$4.1m0.56%	0.56%	New
49	ISHARES TR MSCI ACWI ETF ACWI	ACWI	25,719	$4.0m0.55%	0.55%	Reduced -395	-395 -1.5%
50	MERCK & CO INC COM MRK	MRK	31,131	$4.0m0.54%	0.54%	Added +386	+386 1.3%
51	PRUDENTIAL FINL INC COM PRU	PRU	36,997	$4.0m0.54%	0.54%	Added +380	+380 1.0%
52	MORGAN STANLEY COM NEW MS	MS	18,809	$3.9m0.54%	0.54%	Reduced -463	-463 -2.4%
53	MARVELL TECHNOLOGY INC COM MRVL	MRVL	12,801	$3.8m0.52%	0.52%	Added +69	+69 0.5%
54	GENERAL DYNAMICS CORP COM GD	GD	10,368	$3.7m0.50%	0.50%	Added +47	+47 0.5%
55	CME GROUP INC COM CME	CME	15,272	$3.4m0.46%	0.46%	Added +369	+369 2.5%
56	MEDTRONIC PLC SHS MDT	MDT	42,878	$3.4m0.46%	0.46%	Reduced -799	-799 -1.8%
57	BANK NEW YORK MELLON CORP COM BNY	BNY	22,646	$3.3m0.45%	0.45%	Added +534	+534 2.4%
58	AIR PRODS & CHEMS INC COM APD	APD	11,084	$3.2m0.44%	0.44%	Added +10.0k	+9,953 880.0%
59	VERIZON COMMUNICATIONS INC COM VZ	VZ	76,691	$3.2m0.44%	0.44%	Added +3.7k	+3,719 5.1%
60	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,582	$3.2m0.44%	0.44%	Added +719	+719 14.8%
61	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	101,816	$3.2m0.44%	0.44%	Added +5.5k	+5,541 5.8%
62	INGREDION INC COM INGR	INGR	33,383	$3.2m0.43%	0.43%	Added +899	+899 2.8%
63	SYSCO CORP COM SYY	SYY	37,234	$3.1m0.42%	0.42%	Added +621	+621 1.7%
64	DEERE & CO COM DE	DE	4,837	$3.1m0.42%	0.42%	Added +69	+69 1.4%
65	ELI LILLY & CO COM LLY	LLY	2,519	$3.0m0.41%	0.41%	Added +61	+61 2.5%
66	BANK AMERICA CORP COM BAC	BAC	50,736	$2.9m0.39%	0.39%	Reduced -796	-796 -1.5%
67	SPDR SER TR S&P 500 ESG ETF EFIV	EFIV	38,274	$2.8m0.38%	0.38%	Added +795	+795 2.1%
68	PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD PREF	PREF	137,845	$2.6m0.36%	0.36%	Reduced -2.5k	-2,465 -1.8%
69	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	19,645	$2.4m0.33%	0.33%	Reduced -8	-8 -0.0%
70	HARBOR ETF TRUST HARBOR COMMODITY HGER	HGER	79,741	$2.3m0.32%	0.32%	New
71	NEXTERA ENERGY INC COM NEE	NEE	26,529	$2.3m0.32%	0.32%	Added +173	+173 0.7%
72	PFIZER INC COM PFE	PFE	93,983	$2.3m0.31%	0.31%	Added +10.5k	+10,496 12.6%
73	ISHARES TR CORE MSCI EAFE IEFA	IEFA	23,237	$2.2m0.31%	0.31%	Added +15.7k	+15,727 209.4%
74	ISHARES GOLD TR ISHARES NEW IAU	IAU	28,550	$2.2m0.29%	0.29%	Added +14.7k	+14,728 106.5%
75	RTX CORPORATION COM RTX	RTX	10,939	$2.1m0.28%	0.28%	Reduced -32	-32 -0.3%
76	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	21,978	$2.0m0.27%	0.27%	Added +18.2k	+18,194 480.8%
77	ISHARES INC CORE MSCI EMKT IEMG	IEMG	22,967	$1.9m0.26%	0.26%	Added +11.4k	+11,378 98.2%
78	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	3,706	$1.9m0.25%	0.25%	Added +111	+111 3.1%
79	UNITED RENTALS INC COM URI	URI	1,630	$1.8m0.25%	0.25%	Added +82	+82 5.3%
80	PUBLIC STORAGE COM PSA	PSA	5,685	$1.8m0.25%	0.25%	Reduced -8.0k	-8,030 -58.5%
81	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	58,812	$1.8m0.24%	0.24%	Added +3.2k	+3,172 5.7%
82	STRYKER CORPORATION COM SYK	SYK	5,436	$1.7m0.23%	0.23%	Reduced -342	-342 -5.9%
83	ALPHABET INC CAP STK CL C GOOG	GOOG	4,749	$1.7m0.23%	0.23%	Reduced -500	-500 -9.5%
84	ISHARES TR SELECT DIVID ETF DVY	DVY	10,710	$1.7m0.23%	0.23%	Added +1.3k	+1,340 14.3%
85	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,258	$1.6m0.22%	0.22%	Reduced -97	-97 -2.9%
86	ORACLE CORP COM ORCL	ORCL	10,888	$1.6m0.22%	0.22%	Added +85	+85 0.8%
87	HERSHEY CO COM HSY	HSY	8,900	$1.6m0.21%	0.21%	Added +4.6k	+4,589 106.5%
88	COMCAST CORP NEW CL A CMCSA	CMCSA	63,103	$1.5m0.21%	0.21%	Added +2.5k	+2,481 4.1%
89	EATON CORP PLC SHS ETN	ETN	3,590	$1.5m0.21%	0.21%	Added +693	+693 23.9%
90	AMERICAN EXPRESS CO COM AXP	AXP	4,447	$1.5m0.20%	0.20%	Reduced -225	-225 -4.8%
91	APPLIED MATLS INC COM AMAT	AMAT	2,054	$1.5m0.20%	0.20%	Reduced -37	-37 -1.8%
92	DUKE ENERGY CORP NEW COM NEW DUK	DUK	11,573	$1.5m0.20%	0.20%	Added +1.1k	+1,114 10.7%
93	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,273	$1.4m0.19%	0.19%	Added +1.9k	+1,879 134.8%
94	AMERIPRISE FINL INC COM AMP	AMP	2,798	$1.3m0.17%	0.17%	Reduced -260	-260 -8.5%
95	ARISTA NETWORKS INC COM SHS ANET	ANET	7,545	$1.3m0.17%	0.17%	Added +3.5k	+3,546 88.7%
96	UBER TECHNOLOGIES INC COM UBER	UBER	17,557	$1.3m0.17%	0.17%	Added +444	+444 2.6%
97	ISHARES TR S&P MC 400GR ETF IJK	IJK	10,463	$1.2m0.17%	0.17%	Added +190	+190 1.9%
98	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	11,830	$1.2m0.17%	0.17%	Added +195	+195 1.7%
99	PNC FINL SVCS GROUP INC COM PNC	PNC	4,929	$1.2m0.17%	0.17%	Added +630	+630 14.7%
100	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,927	$1.2m0.16%	0.16%	Reduced -81	-81 -2.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		18,354	$8.3m18.4k shares
SCHWAB STRATEGIC TR SCHB	SCHB	35,500	$891.0k35.5k shares
EXXON MOBIL CORP XOM	XOM	4,725	$801.6k4.7k shares
AUTODESK INC ADSK	ADSK	1,546	$370.1k1.5k shares
ISHARES TR IWV	IWV	619	$229.5k619 shares