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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MainStreet Investment Advisors LLC
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| CRD # | 146615 |
| SEC # | 801-68930 |
| CIK # | 0001729854 |
| AUM | $5.4 B (2025-07-24) |
| Employees | 22 (27% Investors, 0% Brokers) |
| Phone | 312-223-0270 |
| Address | 120 N LaSalle Street Chicago, IL 60602-2424 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 40.7 | ||
| Apple Inc | 32.5 | ||
| J P Morgan Chase & Co | 22.6 | ||
| BlackRock Inc | 20.9 | ||
| Alphabet Inc | 15.0 | ||
| Procter & Gamble Co | 14.0 | ||
| Nvidia Corp | 12.8 | ||
| Amazon Com Inc | 12.8 | ||
| Home Depot Inc | 12.3 | ||
| Waste Management Inc | 11.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 56 | 5.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,683 | 5.4 |
| By Discretionary | ||
| Discretionary | 848 | 1.0 |
| Non-Discretionary | 4,835 | 4.4 |
| Total | 5,683 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 5,683 | 5.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| NA ClearArc Capital Inc Fka Fifth Third Asset Management Inc | 5 | ||
| NA State Street Bank and Trust Company of New Hampshire | 5 | ||
| NA Fifth Third Asset Management Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729854] |
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|---|---|---|
|
Quadrant Capital Group LLC
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OH | 4.7 |
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Eversource Wealth Advisors LLC
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AL | 4.0 |
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Venturi Wealth Management LLC
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TX | 3.2 |
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Pasadena Private Wealth LLC
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CA | 1.3 |
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Bluepointe Capital Management LLC
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CA | 0.8 |
|
Swan Capital LLC
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0.3 | |
|
Shariaportfolio Inc
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FL | 0.3 |
|
Grid 202 LLC
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|
NY | 0.1 |
|
TCG Advisors LP
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|
TX | 0.0 |
|
CornerStone Advisors Inc
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WA | 0.0 |