Main Line Retirement Advisors, LLC

Q3 2025 13F Holdings

  • Location
    whitefish, MT
  • Num holdings

    45

  • Value ($000)

    $194,858

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$21.68M
11 %

515,911

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$21.42M
11 %

253,007

C
CGXU

CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI
14019W109
$19.59M
10 %

661,367

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$19.30M
10 %

439,373

C
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

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$12.47M
6 %

25,994

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$10.40M
5 %

55,776

C
CGMS

CAPITAL GRP FIXED INCM ETF T

US MULTI-SECTOR
14020Y300
$9.72M
5 %

350,095

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$9.63M
5 %

129,451

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