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Main Line Retirement Advisors, LLC

Q2 2026 13F Holdings

  • Location
    whitefish, MT
  • Num holdings

    49

  • Value ($000)

    $218,087

  • Date Filed
    07/30/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREAT UNIT
14020W106
$24.98M
12 %

506,920

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$24.26M
11 %

247,065

C
CGXU

CAPITAL GROUP INTL FOCUS EQT

SHS CREAT UNIT
14019W109
$22.4M
10 %

647,006

C
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
14020Y102
$19.16M
9 %

859,472

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREAT UNIT
14020G101
$18.28M
8 %

387,263

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$17.02M
8 %

78,103

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CAPITAL GROUP EQUITY ETF TR

US SM MI CA ETF
14022A102
$16.85M
8 %

511,035

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$11.84M
5 %

161,344

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$11.05M
5 %

143,079

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$9.66M
4 %

112,089

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