Main Line Retirement Advisors, LLC - Portfolio Stock Holdings

Main Line Retirement Advisors, LLC disclosed 50 stock positions in a recent SEC 13F filing. $218,086,860 of stock holdings were filed, with the largest holdings including CGDV, VYMI, and CGXU. This filing represented positions held on June 30, 2026, and was filed today.

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.