13F Filings History of Main Line Retirement Advisors, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$197,575,858
Signature - Title
Alfred Matarazzo - President
Location
Whitefish, MT
Summary
This page shows a list of all the recent 13F filings made by Main Line Retirement Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Main Line Retirement Advisors, LLC reported 46 stock holdings with total value $197,575,858 as of Q4 2025. Top holdings included CGDV, VYMI, CGXU, CGCP, and CGGR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 46 $197,575,858 +$14,740,232 -$15,465,654 -$725,422 CGDV, VYMI, CGXU, CGCP, CGGR Restatement 21 Jan 2026, 12:19
Q3 2025 45 $194,858,097 +$11,596,703 -$1,447,099 +$10,149,604 CGDV, VYMI, CGXU, CGGR, CGCP 13F-HR 20 Oct 2025, 12:19
Q2 2025 42 $175,589,244 +$39,163,259 -$27,858,645 +$11,304,614 VYMI, CGDV, CGCP, CGGR, CGXU 13F-HR 14 Jul 2025, 12:38
Q1 2025 42 $153,934,542 +$4,386,858 -$1,168,250 +$3,218,608 CGCP, VYMI, CGCV, CGXU, CGGR 13F-HR 21 May 2025, 15:01
Q4 2024 40 $151,790,847 +$28,215,134 -$18,448,645 +$9,766,489 CGCP, VYMI, CGGR, CGXU, CGCV 13F-HR 22 Jan 2025, 15:01
Q3 2024 37 $145,864,172 +$7,463,508 -$74,597 +$7,388,911 CGCP, VYMI, CGXU, CGDV, CGGR 13F-HR 18 Nov 2024, 15:36
Q2 2024 35 $130,661,983 +$4,283,962 -$791,987 +$3,491,975 CGCP, VYMI, CGXU, CGGR, CGDV 13F-HR 26 Jul 2024, 12:47
Q1 2024 36 $127,216,566 +$9,172,938 -$2,048,020 +$7,124,918 CGCP, VYMI, CGXU, CGGR, CGDV 13F-HR 18 Apr 2024, 15:10
Q4 2023 37 $115,097,214 +$28,376,037 -$21,186,627 +$7,189,410 CGCP, VYMI, CGXU, CGDV, CGGR 13F-HR 08 Feb 2024, 14:24
Q2 2023 32 $106,333,406 $0 $0 $0 CGCP, VYMI, CGXU, BSV, CGGR 13F-HR 01 Aug 2023, 11:14