Next Level Wealth Planning’s Main Street Capital MAIN Stock Holding History

Next Level Wealth Planning’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.1K	Buy	+383	New	+$21.4K	0.01%	257

Other funds holding MAIN

Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Next Level Wealth Planning's MAIN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Main Street Capital (MAIN) in Q3 2026: 383 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings.

204 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

Next Level Wealth Planning held 383 shares of Main Street Capital worth $21.1K as of Q3 2026.
Main Street Capital was a new Next Level Wealth Planning position in Q3 2026.
Main Street Capital made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #257 holding.
204 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.