Universe · entity
Main Line Retirement Advisors, LLC
Institutional manager (13F) · CIK 1809416
13F holdings · as of 2026-03-31 · top 48 · reported portfolio $200M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | $24M | 251,586 |
| 2 | CAPITAL GROUP DIVIDEND VALUE | $22M | 508,547 |
| 3 | CAPITAL GROUP INTL FOCUS EQT | $20M | 672,863 |
| 4 | CAPITAL GRP FIXED INCM ETF T | $19M | 835,729 |
| 5 | CAPITAL GROUP GROWTH ETF | $16M | 389,628 |
| 6 | CAPITAL GROUP EQUITY ETF TR | $15M | 523,944 |
| 7 | VANGUARD INDEX FDS | $15M | 78,140 |
| 8 | VANGUARD BD INDEX FDS | $9M | 128,401 |
| 9 | CAPITAL GRP FIXED INCM ETF T | $9M | 316,978 |
| 10 | VANGUARD INDEX FDS | $8M | 18,663 |
| 11 | SPDR SERIES TRUST | $7M | 255,841 |
| 12 | VANGUARD MALVERN FDS | $7M | 94,728 |
| 13 | VANGUARD BD INDEX FDS | $5M | 69,797 |
| 14 | CAPITAL GRP FIXED INCM ETF T | $3M | 100,373 |
| 15 | CAPITAL GROUP INTERNATIONAL | $2M | 45,588 |
| 16 | EXXON MOBIL CORP | $1M | 8,504 |
| 17 | J P MORGAN EXCHANGE TRADED F | $1M | 23,817 |
| 18 | PIMCO ETF TR | $1M | 23,291 |
| 19 | TORONTO DOMINION BK ONT | $1M | 12,254 |
| 20 | CAPITAL GRP FIXED INCM ETF T | $1M | 43,402 |
| 21 | FIRST TR EXCHANGE-TRADED FD | $1M | 22,557 |
| 22 | MICROSOFT CORP | $977k | 2,639 |
| 23 | FIRST TR EXCHANGE TRADED FD | $959k | 41,800 |
| 24 | APPLE INC | $861k | 3,393 |
| 25 | NVIDIA CORPORATION | $819k | 4,697 |
| 26 | ELI LILLY & CO | $779k | 847 |
| 27 | CAPITAL GROUP CONSERVATIVE E | $747k | 25,062 |
| 28 | FIRST TR EXCH TRADED FD III | $708k | 13,968 |
| 29 | SPDR GOLD TR | $699k | 1,625 |
| 30 | PIMCO ETF TR | $689k | 13,193 |
| 31 | ISHARES TR | $472k | 4,433 |
| 32 | VANGUARD STAR FDS | $430k | 5,571 |
| 33 | PUBLIC STORAGE OPER CO | $420k | 1,552 |
| 34 | F N B CORP | $389k | 23,240 |
| 35 | CAPITAL GROUP NEW GEOGRAPHY | $380k | 12,026 |
| 36 | JOHNSON & JOHNSON | $326k | 1,332 |
| 37 | BROADCOM INC | $307k | 993 |
| 38 | ISHARES TR | $304k | 3,125 |
| 39 | JANUS DETROIT STR TR | $281k | 3,536 |
| 40 | PACER FDS TR | $281k | 7,635 |
| 41 | VANGUARD TAX-MANAGED FDS | $266k | 4,154 |
| 42 | ALPHABET INC | $255k | 886 |
| 43 | MARSH & MCLENNAN COS INC | $247k | 1,422 |
| 44 | SPDR SERIES TRUST | $241k | 4,995 |
| 45 | META PLATFORMS INC | $237k | 414 |
| 46 | AMAZON COM INC | $218k | 1,049 |
| 47 | INTERNATIONAL BUSINESS MACHS | $213k | 881 |
| 48 | CAPITAL GROUP GBL GROWTH EQT | $208k | 6,229 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.