Main Line Retirement Advisors, LLC: 13F holdings
CIK 18094162026Q2
| Positions | 49 |
|---|
| Reported value | $218.1m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 49 (+1 vs prior quarter) |
|---|
| Reported value | $218.1m (+8.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 506,920 | $25.0m | 11.5% |
| VYMI VANGUARD WHITEHALL FDS | 247,065 | $24.3m | 11.1% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 647,006 | $22.4m | 10.3% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 859,472 | $19.2m | 8.8% |
| CGGR CAPITAL GROUP GROWTH ETF | 387,263 | $18.3m | 8.4% |
| VTV VANGUARD INDEX FDS | 78,103 | $17.0m | 7.8% |
| CGMM CAPITAL GROUP EQUITY ETF TR | 511,035 | $16.8m | 7.7% |
| BND VANGUARD BD INDEX FDS | 161,344 | $11.8m | 5.4% |
| VCRB VANGUARD MALVERN FDS | 143,079 | $11.1m | 5.1% |
| VUG VANGUARD INDEX FDS | 112,089 | $9.7m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1809416")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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