Main Line Retirement Advisors, LLC
Q3 2025 13F Holdings
- Locationwhitefish, MT
- Num holdings
45
- Value ($000)
$194,858
- Date Filed10/20/2025
- Form type13F-HR
- CIK0001809416
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $21.68M | 11 % | 515,911 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $21.42M | 11 % | 253,007 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $19.59M | 10 % | 661,367 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $19.30M | 10 % | 439,373 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $19.12M | 10 % | 841,468 | ||
CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | 14022A102 | $14.69M | 8 % | 517,395 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $12.47M | 6 % | 25,994 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.40M | 5 % | 55,776 | ||
CGMS CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $9.72M | 5 % | 350,095 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $9.63M | 5 % | 129,451 |
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