StockDriftsStockDriftsTop 47 Main Line Retirement Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 11.46% | 534.1K | $26.1M | +5.36%(+27.16K) | $37.09(+32.21%) | 2026-09-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 11.4% | 256.7K | $26.0M | +3.90%(+9.64K) | $66.86(+51.66%) | 2026-09-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 10.3% | 683.8K | $23.4M | +5.69%(+36.84K) | $24.77(+31.64%) | 2026-09-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 8.69% | 935.0K | $19.8M | +8.79%(+75.53K) | $22.42(-4.74%) | 2026-09-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 8.5% | 408.1K | $19.4M | +5.37%(+20.79K) | $28.09(+66.94%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 7.75% | 81.7K | $17.7M | +4.60%(+3.59K) | $162.81(+36.48%) | 2026-09-30 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 7.18% | 528.4K | $16.4M | +3.40%(+17.38K) | $25.69(+20.97%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 5.39% | 175.1K | $12.3M | +8.54%(+13.78K) | $72.87(-3.12%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 5.07% | 156.9K | $11.5M | +9.63%(+13.78K) | $77.61(-4.64%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.69% | 118.4K | $10.7M | +5.63%(+6.31K) | $51.26(+73.28%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.83% | +28.89% | — | — | +28.89% |
| Top 20 Holdings Unweighted | +7.14% | +22.97% | — | — | +22.97% |
Main Line Retirement Advisors LLC reports $227.72M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are CGDV (11.5%), VYMI (11.4%) and CGXU (10.3%). The top 20 holdings account for 93.8% of reported assets. Its disclosed equity book has returned +28.89% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Main Line Retirement Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1809416). View Main Line Retirement Advisors LLC’s 13F filings on SEC