Main Line Retirement Advisors, LLC - Portfolio overview

Main Line Retirement Advisors, LLC has 50 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. VYMI - VANGUARD WHITEHALL FDS, 11.81%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 10.77%
3. CGXU - CAPITAL GROUP INTL FOCUS EQT, 9.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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