Main Line Retirement Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Main Line Retirement Advisors, LLC held in its portfolio 45 assets valued at $197,575,858 (i.e. $197.58M).
The most valuable assets in the portfolio included: CAPITAL GROUP DIVIDEND VALUE ($22.17M), VANGUARD WHITEHALL FDS ($22.14M), and CAPITAL GROUP INTL FOCUS EQT ($19.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Main Line Retirement Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | 508051 | 22171333 | SHS CREATION UNI |
| VANGUARD WHITEHALL FDS | 246045 | 22144052 | INTL HIGH ETF |
| CAPITAL GROUP INTL FOCUS EQT | 669077 | 19771238 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF T | 835254 | 18910161 | CORE PLUS INCM |
| CAPITAL GROUP GROWTH ETF | 382257 | 16998950 | SHS CREATION UNI |
| CAPITAL GROUP EQUITY ETF TR | 521504 | 15040173 | US SMALL AND MID |
| VANGUARD INDEX FDS | 76894 | 14685930 | VALUE ETF |
| VANGUARD BD INDEX FDS | 128613 | 9526354 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 18282 | 8919262 | GROWTH ETF |
| CAPITAL GRP FIXED INCM ETF T | 316602 | 8744536 | US MULTI-SECTOR |
| SPDR SERIES TRUST | 258080 | 7644213 | STATE STREET SPD |
| VANGUARD MALVERN FDS | 93822 | 7308269 | CORE BD ETF |
| VANGUARD BD INDEX FDS | 69746 | 4848767 | LONG TERM BOND |
| CAPITAL GRP FIXED INCM ETF T | 72582 | 1987288 | MUNICIPAL INCOME |
| MICROSOFT CORP | 2778 | 1343549 | COM |
| CAPITAL GROUP INTERNATIONAL | 36919 | 1199861 | SHS |
| PIMCO ETF TR | 23187 | 1169320 | SHTRM MUN BD ACT |
| TORONTO DOMINION BK ONT | 12152 | 1144722 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 19930 | 1140798 | EQUITY PREMIUM |
| FIRST TR EXCHANGE-TRADED FD | 22479 | 1035824 | SHS |
| EXXON MOBIL CORP | 8496 | 1022392 | COM |
| FIRST TR EXCHANGE TRADED FD | 41800 | 987316 | BUYWRIT INCM ETF |
| ELI LILLY & CO | 846 | 909311 | COM |
| APPLE INC | 3264 | 887416 | COM |
| NVIDIA CORPORATION | 4697 | 875941 | COM |
| FIRST TR EXCH TRADED FD III | 13887 | 710132 | MANAGD MUN ETF |
| SPDR GOLD TR | 1625 | 644004 | GOLD SHS |
| CAPITAL GROUP CONSERVATIVE E | 19873 | 605920 | SHS |
| VANGUARD STAR FDS | 5565 | 419849 | VG TL INTL STK F |
| PUBLIC STORAGE OPER CO | 1534 | 398192 | COM |
| F N B CORP | 23068 | 394460 | COM |
| CAPITAL GROUP NEW GEOGRAPHY | 11276 | 360046 | SHS |
| ISHARES TR | 3246 | 346295 | SHRT NAT MUN ETF |
| BROADCOM INC | 993 | 343790 | COM |
| ISHARES TR | 3117 | 300053 | RUS MID CAP ETF |
| JANUS DETROIT STR TR | 3531 | 287967 | HENDERSN SML ETF |
| ALPHABET INC | 911 | 285143 | CAP STK CL A |
| JOHNSON & JOHNSON | 1329 | 275116 | COM |
| PACER FDS TR | 7450 | 273259 | INDUSTRIAL RELET |
| META PLATFORMS INC | 414 | 273130 | CL A |
| MARSH & MCLENNAN COS INC | 1421 | 263662 | COM |
| INTERNATIONAL BUSINESS MACHS | 881 | 260863 | COM |
| VANGUARD TAX-MANAGED FDS | 4147 | 259044 | VAN FTSE DEV MKT |
| AMAZON COM INC | 1049 | 242130 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 6229 | 215827 | SHS CREATION UNI |
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