Main Line Retirement Advisors, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $140 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Hi with a value of $16.7M, Capital Group Core Plus Income with a value of $16M, Capital Group Growth ETF Shs C with a value of $14.1M, Capital Group Intl Focus Equit with a value of $13.8M, and Capital Group Divid Value ETF with a value of $13.7M.

Examining the 13F form we can see an decrease of $23M in the current position value, from $163M to 140M.

Main Line Retirement Advisors, LLC is based out at Radnor, PA

Below you can find more details about Main Line Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Million
ETFs: $134 Million
Financial Services: $2.45 Million
Technology: $2.27 Million
Healthcare: $1.13 Million
Real Estate: $387,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $140 Million
  • Prior Value $163 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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