Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Main Line Retirement Advisors, LLC (CIK 1809416) reported $200.3M across 48 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYMI ($23.7M, 11.84%), CGDV ($21.6M, 10.80%), CGXU ($19.8M, 9.91%), CGCP ($18.7M, 9.32%), CGGR ($15.7M, 7.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYMI | VANGUARD WHITEHALL FDS | $23.7M | 11.84% | 251,586 | Added |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.6M | 10.80% | 508,547 | Added |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $19.8M | 9.91% | 672,863 | Added |
| 4 | CGCP | CAPITAL GRP FIXED INCM ETF T | $18.7M | 9.32% | 835,729 | Added |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $15.7M | 7.82% | 389,628 | Added |
| 6 | CGMM | CAPITAL GROUP EQUITY ETF TR | $15.4M | 7.68% | 523,944 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $15.3M | 7.65% | 78,140 | Added |
| 8 | BND | VANGUARD BD INDEX FDS | $9.5M | 4.72% | 128,401 | Trimmed |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | $8.6M | 4.31% | 316,978 | Added |
| 10 | VUG | VANGUARD INDEX FDS | $8.2M | 4.07% | 18,663 | Added |
| 11 | SPTS | SPDR SERIES TRUST | $7.5M | 3.73% | 255,841 | Added |
| 12 | VCRB | VANGUARD MALVERN FDS | $7.3M | 3.66% | 94,728 | Added |
| 13 | BLV | VANGUARD BD INDEX FDS | $4.8M | 2.40% | 69,797 | Added |
| 14 | CGMU | CAPITAL GRP FIXED INCM ETF T | $2.7M | 1.36% | 100,373 | Added |
| 15 | CGIC | CAPITAL GROUP INTERNATIONAL | $1.5M | 0.75% | 45,588 | Added |
| 16 | XOM | EXXON MOBIL CORP | $1.4M | 0.72% | 8,504 | Added |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.67% | 23,817 | Added |
| 18 | SMMU | PIMCO ETF TR | $1.2M | 0.59% | 23,291 | Added |
| 19 | TD | TORONTO DOMINION BK ONT | $1.1M | 0.57% | 12,254 | Added |
| 20 | CGHM | CAPITAL GRP FIXED INCM ETF T | $1.1M | 0.55% | 43,402 | New |
| 21 | FVD | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.53% | 22,557 | Added |
| 22 | MSFT | MICROSOFT CORP | $976,723 | 0.49% | 2,639 | Trimmed |
| 23 | FTHI | FIRST TR EXCHANGE TRADED FD | $959,310 | 0.48% | 41,800 | Hold |
| 24 | AAPL | APPLE INC | $861,058 | 0.43% | 3,393 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $819,110 | 0.41% | 4,697 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31