Approach Retirement Advisors, LLC

Q2 2026 13F Holdings

Location
Vestavia, AL
Holdings as of
6/30/2026
Value ($000)
$137,712
Num holdings
82
Date filed
7/15/2026
Form type
13F-HR
Prev filing
4/14/2026
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type