Main Line Retirement Advisors, LLC
All 13F Filings
- Location
- Whitefish, MT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 218,087
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 49 | 218,087 | 13F-HR | Main Line Retirement Advisors, LLC |
| Q1 2026 | 4/21/2026 | 48 | 200,281 | 13F-HR | Main Line Retirement Advisors, LLC |
| Q4 2025 | 1/21/2026 | 46 | 197,576 | 13F-HR/A - RESTATEMENT | Main Line Retirement Advisors, LLC |
| Q4 2025 | 1/20/2026 | 37 | 115,097 | 13F-HR | Main Line Retirement Advisors, LLC |
| Q3 2025 | 10/20/2025 | 45 | 194,858 | 13F-HR | Main Line Retirement Advisors, LLC |
| Q2 2025 | 7/14/2025 | 42 | 175,589 | 13F-HR | Main Line Retirement Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.54 K | 28.2% | 7.243 K | 0 | 7.243 K |
| ETFs | 156.6 K | 71.8% | 15.37 K | 0 | 15.37 K |
| Debt | 0 | 0.0% | 0 | 4.801 K | -4.801 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
218,087
Holdings
49
QoQ value change ($000)
17,806
(8.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.