Approach Retirement Advisors, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $20.1B, Aflac Inc with a value of $11.8B, Dimensional ETF Tr Short Durat with a value of $6.54B, Dimensional ETF Tr Core Fxd In with a value of $6.51B, and American Centy ETF Tr Avantis with a value of $6.3B.
Examining the 13F form we can see an increase of $116B in the current position value.
Approach Retirement Advisors, LLC is based out at Vestavia, AL
Below you can find more details about Approach Retirement Advisors, LLC portfolio as well as his latest detailed transactions.
