Main Line Retirement Advisors, LLC
PensionClone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.2% | $3,529,905 |
| Financial Services | 18.6% | $1,818,341 |
| Healthcare | 13.9% | $1,354,712 |
| Energy | 11.9% | $1,163,760 |
| Unclassified | 6.1% | $598,617 |
| Communication Services | 5.6% | $549,831 |
| Real Estate | 5.1% | $498,473 |
| Consumer Cyclical | 2.6% | $250,018 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNB | Fnb Corp/Pa/ | +163 | 23,403 | $446,529 | |
| PSA | Public Storage | +14 | 1,566 | $498,473 | |
| XOM | ExxonMobil Holdings Corp | +8 | 8,512 | $1,163,760 | |
| JNJ | Johnson & Johnson | +2 | 1,334 | $338,795 | |
| MSFT | Microsoft Corp | +2 | 2,641 | $985,145 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +1 | 1,423 | $237,171 | |
| AAPL | Apple Inc. | +1 | 3,394 | $982,087 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TD | Toronto Dominion Bank | −2,910 | 9,344 | $1,134,641 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | 508,547 | $21,633,589 | |
| CGGR | Capital Group Growth ETF | 389,628 | $15,659,149 | |
| CGIC | Capital Group International Core Equity ETF | 45,588 | $1,509,418 | |
| CGCV | Capital Group Conservative Equity ETF | 25,062 | $747,098 | |
| VXUS | Vanguard Total International Stock ETF | 5,571 | $429,579 | |
| CGNG | Capital Group New Geography Equity ETF | 12,026 | $379,660 | |
| VEA | Vanguard FTSE Developed Markets ETF | 4,154 | $266,188 | |
| CGGO | Capital Group Global Growth Equity ETF | 6,229 | $207,861 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 8,512 | $1,163,760 | 11.92% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Reduced | 9,344 | $1,134,641 | 11.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 847 | $1,015,917 | 10.41% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,641 | $985,145 | 10.09% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,394 | $982,087 | 10.06% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,697 | $939,822 | 9.63% | |
| GLD |
Spdr Gold Trust
|
Held | 1,625 | $598,617 | 6.13% | |
| PSA |
Public Storage
Real Estate
|
Added | 1,566 | $498,473 | 5.11% | |
| FNB |
Fnb Corp/Pa/
Financial Services
|
Added | 23,403 | $446,529 | 4.57% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 993 | $375,105 | 3.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,334 | $338,795 | 3.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 886 | $316,629 | 3.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,049 | $250,018 | 2.56% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 881 | $247,746 | 2.54% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 1,423 | $237,171 | 2.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 414 | $233,202 | 2.39% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.