Main Line Retirement Advisors, LLC - Portfolio Stock Holdings
Main Line Retirement Advisors, LLC disclosed 49 stock positions in a recent SEC 13F filing. $227,717,203 of stock holdings were filed, with the largest holdings including CGDV, VYMI, and CGXU. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $448,606,506 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
49Est. Stock Holding Value:
$227,717,203Top Stock Holdings By Sector
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Portfolio Stock Holdings - Main Line Retirement Advisors, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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