Approach Retirement Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
79
120,221
DFAC, AFL, DFCF, DFSD
13F-HR
4/14/2026
000210694826000002
Q4 2025
78
116,078
DFAC, AFL, DFSD, DFCF
13F-HR
1/29/2026
000210694826000001