DOSSIER · 13F-HR · Q2 2026

Approach Retirement Advisors, LLC

$138M in tracked AUM across 82 positions as of Q2 2026.

AR
CIK 0002106948 · last filed Jun 30, 2026
Total AUM
$138M
as of Q2 2026
Holdings
82
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Approach Retirement Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$23M526K16.9%
02
AFL
AFLAC INC
$13M107K9.1%
03
DFCF
DIMENSIONAL ETF TRUST
$9M214K6.6%
04
AVUS
AMERICAN CENTY ETF TR
$8M60K5.6%
05
DFSD
DIMENSIONAL ETF TRUST
$7M151K5.2%
06
DFIC
DIMENSIONAL ETF TRUST
$4M115K3.1%
07
DFAI
DIMENSIONAL ETF TRUST
$4M93K2.8%
08
AVDE
AMERICAN CENTY ETF TR
$3M38K2.5%
09
STIP
ISHARES TR
$3M33K2.5%
10
VUSB
VANGUARD BD INDEX FDS
$3M58K2.1%

Filing history

2026Q2Jun 30
$138M 14.5%
82 positionsView →
2026Q1Mar 31
$120M 3.6%
79 positionsView →
2025Q4Dec 31
$116M
78 positionsView →