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Main Line Retirement Advisors, LLC
Main Line Retirement Advisors, LLC is a family-owned, third-generation wealth management and investment advisory firm headquartered in Whitefish, Montana. Founded to provide private wealth management, financial planning, and retirement solutions, the firm manages assets primarily for individuals, high net worth clients, and pension/profit-sharing plans. As of March 2025, the firm manages over $394 million in assets and employs 3 investment professionals. They specialize in serving both individual and institutional clients seeking tailored investment and retirement planning services.
Investment Strategy
Main Line Retirement Advisors, LLC focuses on delivering personalized portfolio management and comprehensive financial planning. Their approach is tailored to individual, high net worth, and institutional clients, including pension and profit-sharing plans. The firm provides discretionary portfolio management and retirement plan consulting, emphasizing diversified allocations across a wide range of equity and fixed income securities. Their investment philosophy prioritizes long-term growth, asset preservation, and fiduciary responsibility, aiming for risk-managed solutions and outcome-driven results for retirement-focused clients.
Latest 13F Filing Activity
Main Line Retirement Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 44 equity positions with a total 13F market value of $195M. The fund increased holdings in Capital Group Intl Focus EQT, Capital Group Growth Etf, Capital Group Dividend Value among other positions. Main Line Retirement Advisors, LLC reduced exposure to Toronto Dominion BK Ont, First TR Exchange-traded Alp, Eli Lilly & Co. among others.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 11.13% | $21.7M | 515,911 | $38.53 | $42.03 | +$1.8M |
V VYMI | VANGUARD WHITEHALL FDS | 10.99% | $21.4M | 253,007 | $68.26 | $84.68 | +$1.4M |
C CGXU | CAPITAL GROUP INTL FOCUS EQT | 10.05% | $19.6M | 661,367 | $24.70 | $29.62 | +$2.5M |
C CGGR | CAPITAL GROUP GROWTH ETF | 9.90% | $19.3M | 439,373 | $30.59 | $43.92 | +$2.0M |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 9.81% | $19.1M | 841,468 | $22.66 | $22.72 | +$1.1M |
Industry Allocation
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