Main Line Retirement Advisors, LLC Top Holdings and 13F Report (2026) About Main Line Retirement Advisors, LLCInvestment ActivityMain Line Retirement Advisors, LLC has $218.09 million in total holdings as of June 30, 2026.Main Line Retirement Advisors, LLC owns shares of 49 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.50% of the portfolio was purchased this quarter.About 3.50% of the portfolio was sold this quarter.This quarter, Main Line Retirement Advisors, LLC has purchased 48 new stocks and bought additional shares in 27 stocks.Main Line Retirement Advisors, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Capital Group Dividend Value ETF $24,981,008Vanguard International High Dividend Yield ETF $24,261,823Capital Group International Focus Equity ETF $22,399,334Capital Group Core Plus Income ETF $19,157,638Capital Group Growth ETF $18,278,822 Largest New Holdings this Quarter 921946406 - Vanguard High Dividend Yield ETF $255,287 Holding33739P855 - First Trust Institutional Preferred Securities and Income ETF $202,319 Holding Largest Purchases this Quarter Vanguard Growth ETF 93,426 shares (about $8.05M)VANGUARD MALVERN FDS 48,351 shares (about $3.73M)Vanguard Total Bond Market ETF 32,943 shares (about $2.42M)Capital Group Core Plus Income ETF 23,743 shares (about $529.23K)SPDR Portfolio Short Term Treasury ETF 12,953 shares (about $375.77K) Largest Sales this Quarter Capital Group International Focus Equity ETF 25,857 shares (about $895.17K)First Trust BuyWrite Income ETF 20,900 shares (about $498.47K)Vanguard International High Dividend Yield ETF 4,521 shares (about $443.96K)CAPITAL GROUP EQUITY ETF TR 12,909 shares (about $425.61K)Toronto Dominion Bank 2,910 shares (about $353.36K) 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 PortfolioSectorCGDVCapital Group Dividend Value ETF$24,981,008$80,179 â–¼-0.3%506,92011.5%ETFVYMIVanguard International High Dividend Yield ETF$24,261,823$443,963 â–¼-1.8%247,06511.1%ETFCGXUCapital Group International Focus Equity ETF$22,399,334$895,169 â–¼-3.8%647,00610.3%ETFCGCPCapital Group Core Plus Income ETF$19,157,638$529,232 â–²2.8%859,4728.8%ETFCGGRCapital Group Growth ETF$18,278,822$111,628 â–¼-0.6%387,2638.4%ETFVTVVanguard Value ETF$17,020,932$8,063 â–¼0.0%78,1037.8%ETFCAPITAL GROUP EQUITY ETF TR$16,848,831$425,610 â–¼-2.5%511,0357.7%US SM MI CA ETFBNDVanguard Total Bond Market ETF$11,844,278$2,418,349 â–²25.7%161,3445.4%ETFVANGUARD MALVERN FDS$11,050,376$3,734,278 â–²51.0%143,0795.1%CORE BD ETFVUGVanguard Growth ETF$9,655,316$8,047,690 â–²500.6%112,0894.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$8,845,977$182,974 â–²2.1%323,6734.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$7,797,722$375,767 â–²5.1%268,7943.6%ETFCGMUCapital Group Municipal Income ETF$2,871,089$113,836 â–²4.1%104,5171.3%ETFCAPITAL GROUP INTERNATIONAL$1,864,138$205,202 â–²12.4%51,2270.9%SHSJEPIJPMorgan Equity Premium Income ETF$1,593,603$248,402 â–²18.5%28,2150.7%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,194,346$18,130 â–²1.5%23,6500.5%ETFXOMExxonMobil$1,163,769$1,094 â–²0.1%8,5120.5%EnergyTDToronto Dominion Bank$1,134,647$353,363 â–¼-23.7%9,3440.5%FinanceCAPITAL GRP FIXED INCM ETF T$1,127,774$5,842 â–²0.5%43,6280.5%MUN HIGH ETFFVDFirst Trust Value Line Dividend Index Fund$1,080,051$6,745 â–¼-0.6%22,4170.5%ETFLLYEli Lilly and Company$1,016,0640.0%8470.5%HealthcareMSFTMicrosoft$985,035$746 â–²0.1%2,6410.5%TechnologyAAPLApple$982,199$289 â–²0.0%3,3940.5%TechnologyNVDANVIDIA$939,9140.0%4,6970.4%TechnologyCAPITAL GROUP CONSERVATIVE E$825,583$3,052 â–²0.4%25,1550.4%SHSFMBFirst Trust Managed Municipal ETF$721,732$4,212 â–²0.6%14,0500.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$696,824$2,893 â–²0.4%13,2480.3%ETFGLDSPDR Gold Shares$598,6180.0%1,6250.3%ETFPSAPublic Storage$498,550$4,457 â–²0.9%1,5660.2%Real EstateFTHIFirst Trust BuyWrite Income ETF$498,465$498,465 â–¼-50.0%20,9000.2%ETFSUBiShares Short-Term National Muni Bond ETF$474,680$2,662 â–²0.6%4,4580.2%ETFVXUSVanguard Total International Stock ETF$463,674$12,566 â–¼-2.6%5,4240.2%ETFCAPITAL GROUP NEW GEOGRAPHY$450,4980.0%12,0260.2%SHSFNBF.N.B.$446,521$3,110 â–²0.7%23,4030.2%FinanceAVGOBroadcom$375,2280.0%9930.2%TechnologyJSMDSmall/Mid Cap Growth Alpha ETF$358,323$304 â–²0.1%3,5390.2%ETFIWRiShares Russell Mid-Cap ETF$345,695$993 â–²0.3%3,1340.2%ETFJNJJohnson & Johnson$338,795$508 â–²0.2%1,3340.2%HealthcareGOOGLAlphabet$316,6610.0%8860.1%Communication ServicesINDSPacer Industrial Real Estate ETF$307,288$281 â–²0.1%7,6420.1%ETFVEAVanguard FTSE Developed Markets ETF$297,544$1,568 â–²0.5%4,1760.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$288,624$577 â–²0.2%5,0050.1%ETFCGGOCapital Group Global Growth Equity ETF$263,6630.0%6,2290.1%ETFVYMVanguard High Dividend Yield ETF$255,287$255,287 â–²New Holding1,6150.1%ETFAMZNAmazon.com$250,0190.0%1,0490.1%Consumer DiscretionaryIBMInternational Business Machines$247,6530.0%8810.1%TechnologyMARSH & MCLENNAN COS INC$237,252$167 â–²0.1%1,4230.1%COMMETAMeta Platforms$233,1850.0%4140.1%Communication ServicesFPEIFirst Trust Institutional Preferred Securities and Income ETF$202,319$202,319 â–²New Holding10,4880.1%ETFBLVVanguard Long-Term Bond ETF$0$4,800,669 â–¼-100.0%00.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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