Main Line Retirement Advisors, LLC
CIK: 0001809416SEC EDGAR →
Portfolio Value
$115.1M
Holdings
37
As of
Q4 2025
New Positions
37
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GRP FIXED INCM ETF T | 704,660 | $16.0M | 13.89% |
| 2 | VANGUARD WHITEHALL FDS | 190,409 | $12.7M | 11.00% |
| 3 | CAPITAL GROUP INTL FOCUS EQT | 458,593 | $10.9M | 9.51% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 319,751 | $9.5M | 8.29% |
| 5 | CAPITAL GROUP GROWTH ETF | 327,845 | $9.3M | 8.04% |
| 6 | FIRST TR SML CP CORE ALPHA F | 101,000 | $9.2M | 8.03% |
| 7 | VANGUARD BD INDEX FDS | 116,661 | $8.6M | 7.45% |
| 8 | VANGUARD INDEX FDS | 48,327 | $7.2M | 6.28% |
| 9 | VANGUARD INDEX FDS | 20,091 | $6.2M | 5.43% |
| 10 | SPDR SER TR | 196,925 | $5.7M | 4.97% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (37)
$16.0M · 705K shares
$12.7M · 190K shares
$10.9M · 459K shares
$9.5M · 320K shares
$9.3M · 328K shares
$9.2M · 101K shares
$8.6M · 117K shares
$7.2M · 48K shares
$6.2M · 20K shares
$5.7M · 197K shares
$3.0M · 59K shares
$2.9M · 38K shares
$1.5M · 23K shares
$1.4M · 14K shares
$1.3M · 23K shares
$1.2M · 30K shares
$933K · 2K shares
$795K · 14K shares
$722K · 28K shares
$647K · 3K shares
$627K · 8K shares
$481K · 826 shares
$431K · 1K shares
$404K · 18K shares
$327K · 8K shares
$297K · 7K shares
$297K · 22K shares
$287K · 5K shares
$285K · 580 shares
$252K · 1K shares
$250K · 4K shares
$235K · 3K shares
$229K · 1K shares
$226K · 1K shares
$207K · 10K shares
$205K · 432 shares
$202K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $111.8M | 97.2% |
| Technology | 3 | $1.9M | 1.6% |
| Healthcare | 2 | $707K | 0.6% |
| Real Estate | 1 | $431K | 0.4% |
| Unknown | 1 | $252K | 0.2% |