Approach Retirement Advisors, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Vestavia, AL
CIK: 0002106948
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	78	116,078	DFAC, AFL, DFSD, DFCF	13F-HR	1/29/2026	000210694826000001