§ 13F · FUND PROFILE
Main Line Retirement Advisors, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · — (13F)Positions · 83Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$312.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 508K | $22.2T | 7.1% | NEW |
| 2 | VYMI | VANGUARD WHITEHALL FDS | 246K | $22.1T | 7.1% | NEW |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 669K | $19.8T | 6.3% | NEW |
| 4 | CGCP | CAPITAL GRP FIXED INCM ETF T | 835K | $18.9T | 6.0% | NEW |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 382K | $17.0T | 5.4% | NEW |
| 6 | CGCP | CAPITAL GRP FIXED INCM ETF T | 705K | $16.0T | 5.1% | NEW |
| 7 | CGMM | CAPITAL GROUP EQUITY ETF TR | 522K | $15.0T | 4.8% | NEW |
| 8 | VTV | VANGUARD INDEX FDS | 77K | $14.7T | 4.7% | NEW |
| 9 | VYMI | VANGUARD WHITEHALL FDS | 190K | $12.7T | 4.0% | NEW |
| 10 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 459K | $10.9T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAIN SIGNAL
AC read
Main Line Retirement Advisors, LLC is classified as a Income / Defensive fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed