Main Line Retirement Advisors, LLC Portfolio Holdings

Main Line Retirement Advisors, LLC

  • $163 Million
  • Q3 2025

Main Line Retirement Advisors, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $163 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $21.7M, Vanguard Whitehall Fds Intl Hi with a value of $21.4M, Capital Group Intl Focus Equit with a value of $19.6M, Capital Group Growth ETF Shs C with a value of $19.3M, and Capital Group Core Plus Income with a value of $19.1M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $150M to 163M.

Main Line Retirement Advisors, LLC is based out at Radnor, PA

Below you can find more details about Main Line Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
ETFs: $155 Million
Technology: $3.69 Million
Financial Services: $1.62 Million
Energy: $956,000
Healthcare: $875,000
Consumer Cyclical: $456,000
Real Estate: $438,000
Communication Services: $307,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$1.44 Million 0.88% of portfolio
2,775
Q3 2025 Added 0.07%
$490B
$956,000 0.59% of portfolio
8,486
Q3 2025 Added 0.13%
$465B
$876,000 0.54% of portfolio
4,697
Q2 2025 Reduced 16.32%
$4.3T
$830,000 0.51% of portfolio
3,263
Q3 2025 Added 0.06%
$971B
$630,000 0.39% of portfolio
826
Q3 2025 Reduced 2.71%
$1.37T
$307,000 0.19% of portfolio
419
Q2 2025 Added 1.21%
$522B
$245,000 0.15% of portfolio
1,322
Q3 2025 Added 0.61%
$266B
$247,000 0.15% of portfolio
876
Q3 2025 Added 0.69%
$2.39T
$230,000 0.14% of portfolio
1,049
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $163 Million
  • Prior Value $150 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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