Main Line Retirement Advisors, LLC

Q4 2025 13F Holdings

  • Location
    whitefish, MT
  • Num holdings

    46

  • Value ($000)

    $197,576

  • Date Filed
    01/21/2026
  • Form type
    restatement
  • CIK
    0001809416
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$22.17M
11 %

508,051

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$22.14M
11 %

246,045

C
CGXU

CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI
14019W109
$19.77M
10 %

669,077

C
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
14020Y102
$18.91M
10 %

835,254

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$17M
9 %

382,257

---

CAPITAL GROUP EQUITY ETF TR

US SMALL AND MID
14022A102
$15.04M
8 %

521,504

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$14.69M
7 %

76,894

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$9.53M
5 %

128,613

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$8.92M
5 %

18,282

C
CGMS

CAPITAL GRP FIXED INCM ETF T

US MULTI-SECTOR
14020Y300
$8.74M
4 %

316,602

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