Approach Retirement Advisors, LLC Portfolio Holdings by Sector

Approach Retirement Advisors, LLC

$116 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFSD DFCF AVUS DFIC DFAI AVDE DUHP 48 stocks	$85.9 Million 79.04% of portfolio	48	-	48	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$11.8 Million 10.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.1 Million 1.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.47 Million 1.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology TSM AMD 2 stocks	$975,322 0.9% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO DUK 2 stocks	$814,830 0.75% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$747,796 0.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$739,658 0.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$705,769 0.65% of portfolio	1	-	1	-	0 Calls 0 Puts

Internet Content & Information \| Communication Services GOOGL META 2 stocks	$635,812 0.59% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services DSL CET 2 stocks	$620,982 0.57% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$565,860 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$502,589 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$376,698 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$333,085 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$236,114 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$200,813 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts

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