DOSSIER · 13F-HR · Q2 2026
Main Line Retirement Advisors, LLC
$218M in tracked AUM across 49 positions as of Q2 2026.
ML
CIK 0001809416 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Main Line Retirement Advisors, LLC
1. Portfolio Overview
Main Line Retirement Advisors, LLC manages a portfolio with a total market value of approximately $197.58 million as of December 31, 2025. This represents a significant portfolio expansion, with assets under management growing by 53.9% ($69.23 million) compared to the prior quarter's value of $128.35 million.
The portfolio consists of 46 holdings, indicating a strategy that bala...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.