Approach Retirement Advisors, LLC - Portfolio Stock Holdings

Approach Retirement Advisors, LLC disclosed 85 stock positions in a recent SEC 13F filing. $135,405,293 of stock holdings were filed, with the largest holdings including DFAC, AFL, and DFCF. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $227,468,365 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.