account_balance

Investment manager · 13F filer · SEC CIK 1809416

Main Line Retirement Advisors, LLC

Reported value$228Mas of Sep 30, 2026
Positions48 0 new, 1 sold out
Top 10 weight80.4%CGDV alone is 11%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
CGDV Capital Group Dividend Value 11.5% Added +5%
VYMI Vanguard Whitehall FDS 11.4% Added +4%
CGXU Capital Group Intl Focus Eqt 10.3% Added +6%
CGCP Capital GRP Fixed Incm ETF T 8.7% Added +9%
CGGR Capital Group Growth ETF 8.5% Added +5%
VTV Vanguard Index FDS 7.8% Added +5%
CGMM Capital Group Equity ETF Tr 7.2% Added +3%
BND Vanguard Bd Index FDS 5.4% Added +9%
VCRB Vanguard Malvern FDS 5.1% Added +10%
VUG Vanguard Index FDS 4.7% Added +6%
CGMS Capital GRP Fixed Incm ETF T 4.1% Added +9%
SPTS SPDR Series Trust 3.7% Added +11%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 30, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • AAPL +26%
  • CGIC +13%
  • SPTS +11%
  • VCRB +10%
arrow_downwardTrimmed
  • CGCV −12%
  • FVD −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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