Main Line Retirement Advisors, LLC
•CIK: 1809416•Filing: Q4 2025
**Main Line Retirement Advisors, LLC** manages $198M across a portfolio of 46 positions, exhibiting a clear focus on diversified, income-oriented strategies. Top holdings reveal significant allocations to global and domestic equity exposure, notably CGDV ($22.2M) and VYMI ($22.1M). The fund maintains substantial core positions in broad market indices and fixed income, including CGXU ($19.8M) and BND ($9.5M). This concentration suggests a disciplined, risk-managed approach tailored for retirement capital preservation and growth.
Total AUM
$197.6M
QoQ Performance
+1.4%
Positions
40
Top 10 Concentration
79.4%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDV
VYMI
CGXU
CGCP
CGGR
CGMM
VTV
CGDV11.2%
VYMI11.2%
CGXU10.0%
CGCP9.6%
CGGR8.6%
CGMM7.6%
VTV7.4%
BND4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.6%
Technology2.2%
Healthcare0.6%
Energy0.5%
Consumer0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑27 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023