Institutions / Main Line Retirement Advisors, LLC

Main Line Retirement Advisors, LLC

CIK 1809416 · Institution · as of Dec 31, 2025

Portfolio value

$197.58M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 46 →

Company	Class	Value	Shares	% of portfolio
Capital Group Dividend Value	—	$22.17M	508,051	11.2%
Vanguard Whitehall Fds	—	$22.14M	246,045	11.2%
Capital Group Intl Focus Eqt	—	$19.77M	669,077	10.0%
Capital Grp Fixed Incm ETF T	—	$18.91M	835,254	9.6%
Capital Group Growth ETF	—	$17.00M	382,257	8.6%
Capital Group Equity ETF Tr	—	$15.04M	521,504	7.6%
Vanguard Index Fds	—	$14.69M	76,894	7.4%
Vanguard Bd Index Fds	—	$9.53M	128,613	4.8%
Vanguard Index Fds	—	$8.92M	18,282	4.5%
Capital Grp Fixed Incm ETF T	—	$8.74M	316,602	4.4%
SPDR Series Trust	—	$7.41M	253,095	3.8%
Vanguard Malvern Fds	—	$7.31M	93,822	3.7%
Vanguard Bd Index Fds	—	$4.85M	69,746	2.5%
Capital Grp Fixed Incm ETF T	—	$1.99M	72,582	1.0%
Microsoft Corp	—	$1.34M	2,778	0.7%
Capital Group International	—	$1.20M	36,919	0.6%
PIMCO ETF Tr	—	$1.17M	23,187	0.6%
Toronto Dominion Bk Ont	—	$1.14M	12,152	0.6%
J P Morgan Exchange Traded F	—	$1.14M	19,930	0.6%
First Tr Exchange-Traded Fd	—	$1.04M	22,479	0.5%
Exxon Mobil Corp	—	$1.02M	8,496	0.5%
First Trust Exchange-Traded Fund VI	—	$987.3K	41,800	0.5%
ELI LILLY & Co	—	$909.3K	846	0.5%
Apple Inc.	—	$887.4K	3,264	0.4%
NVIDIA Corp	—	$875.9K	4,697	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.