Main Line Retirement Advisors, LLC Top Holdings and 13F Report (2026) About Main Line Retirement Advisors, LLCInvestment ActivityMain Line Retirement Advisors, LLC has $200.28 million in total holdings as of March 31, 2026.Main Line Retirement Advisors, LLC owns shares of 48 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.52% of the portfolio was purchased this quarter.About 0.04% of the portfolio was sold this quarter.This quarter, Main Line Retirement Advisors, LLC has purchased 46 new stocks and bought additional shares in 35 stocks.Main Line Retirement Advisors, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard International High Dividend Yield ETF $23,709,494Capital Group Dividend Value ETF $21,633,579Capital Group International Focus Equity ETF $19,842,735Capital Group Core Plus Income ETF $18,670,192Capital Group Growth ETF $15,659,130 Largest New Holdings this Quarter 14020Y805 - CAPITAL GRP FIXED INCM ETF T $1,098,939 Holding72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $688,543 Holding Largest Purchases this Quarter CAPITAL GRP FIXED INCM ETF T 43,402 shares (about $1.10M)Capital Group Municipal Income ETF 27,791 shares (about $754.53K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 13,193 shares (about $688.54K)Vanguard International High Dividend Yield ETF 5,541 shares (about $522.18K)Capital Group Growth ETF 7,371 shares (about $296.24K) Largest Sales this Quarter Microsoft 139 shares (about $51.45K)Vanguard Total Bond Market ETF 212 shares (about $15.61K)Alphabet 25 shares (about $7.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMain Line Retirement Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVYMIVanguard International High Dividend Yield ETF$23,709,494$522,184 ▲2.3%251,58611.8%ETFCGDVCapital Group Dividend Value ETF$21,633,579$21,100 ▲0.1%508,54710.8%ETFCGXUCapital Group International Focus Equity ETF$19,842,735$111,649 ▲0.6%672,8639.9%ETFCGCPCapital Group Core Plus Income ETF$18,670,192$10,612 ▲0.1%835,7299.3%ETFCGGRCapital Group Growth ETF$15,659,130$296,240 ▲1.9%389,6287.8%ETFCAPITAL GROUP EQUITY ETF TR$15,382,992$71,638 ▲0.5%523,9447.7%US SMALL AND MIDVTVVanguard Value ETF$15,331,065$244,465 ▲1.6%78,1407.7%ETFBNDVanguard Total Bond Market ETF$9,455,482$15,612 ▼-0.2%128,4014.7%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$8,631,312$10,238 ▲0.1%316,9784.3%ETFVUGVanguard Growth ETF$8,151,741$166,416 ▲2.1%18,6634.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$7,465,431$80,128 ▲1.1%255,8413.7%ETFVANGUARD MALVERN FDS$7,330,016$70,106 ▲1.0%94,7283.7%CORE BD ETFBLVVanguard Long-Term Bond ETF$4,800,669$3,508 ▲0.1%69,7972.4%ETFCGMUCapital Group Municipal Income ETF$2,725,138$754,529 ▲38.3%100,3731.4%ETFCAPITAL GROUP INTERNATIONAL$1,509,412$287,029 ▲23.5%45,5880.8%SHSXOMExxonMobil$1,442,783$1,357 ▲0.1%8,5040.7%EnergyJEPIJPMorgan Equity Premium Income ETF$1,349,965$220,318 ▲19.5%23,8170.7%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,175,009$5,247 ▲0.4%23,2910.6%ETFTDToronto Dominion Bank$1,143,424$9,518 ▲0.8%12,2540.6%FinanceCAPITAL GRP FIXED INCM ETF T$1,098,939$1,098,939 ▲New Holding43,4020.5%MUNICIPAL HIGH IFVDFirst Trust Value Line Dividend Index Fund$1,060,872$3,668 ▲0.3%22,5570.5%ETFMSFTMicrosoft$976,723$51,445 ▼-5.0%2,6390.5%Computer and TechnologyFTHIFirst Trust BuyWrite Income ETF$959,3100.0%41,8000.5%ETFAAPLApple$861,058$32,737 ▲4.0%3,3930.4%Computer and TechnologyNVDANVIDIA$819,1100.0%4,6970.4%Computer and TechnologyLLYEli Lilly and Company$779,158$920 ▲0.1%8470.4%MedicalCAPITAL GROUP CONSERVATIVE E$747,090$154,682 ▲26.1%25,0620.4%SHSFMBFirst Trust Managed Municipal ETF$707,619$4,103 ▲0.6%13,9680.4%ManufacturingGLDSPDR Gold Shares$699,2210.0%1,6250.3%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$688,543$688,543 ▲New Holding13,1930.3%ETFSUBiShares Short-Term National Muni Bond ETF$472,130$126,420 ▲36.6%4,4330.2%ETFVXUSVanguard Total International Stock ETF$429,593$463 ▲0.1%5,5710.2%ETFPSAPublic Storage$420,322$4,875 ▲1.2%1,5520.2%FinanceFNBF.N.B.$388,575$2,876 ▲0.7%23,2400.2%FinanceCAPITAL GROUP NEW GEOGRAPHY$379,664$23,678 ▲6.7%12,0260.2%SHSJNJJohnson & Johnson$325,500$733 ▲0.2%1,3320.2%MedicalAVGOBroadcom$307,4440.0%9930.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$303,865$778 ▲0.3%3,1250.2%ETFJSMDSmall/Mid Cap Growth Alpha ETF$280,576$397 ▲0.1%3,5360.1%ManufacturingINDSPacer Industrial Real Estate ETF$280,540$6,798 ▲2.5%7,6350.1%ETFVEAVanguard FTSE Developed Markets ETF$266,180$449 ▲0.2%4,1540.1%ETFGOOGLAlphabet$254,778$7,189 ▼-2.7%8860.1%Computer and TechnologyMARSH & MCLENNAN COS INC$246,698$173 ▲0.1%1,4220.1%COMSPSMSPDR Portfolio S&P 600 Small Cap ETF$241,337$483 ▲0.2%4,9950.1%ETFMETAMeta Platforms$236,7890.0%4140.1%Computer and TechnologyAMZNAmazon.com$218,4750.0%1,0490.1%Retail/WholesaleIBMInternational Business Machines$213,4660.0%8810.1%Computer and TechnologyCGGOCapital Group Global Growth Equity ETF$207,8540.0%6,2290.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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