Approach Retirement Advisors, LLC
Approach Retirement Advisors, LLC reported 82 positions worth $137.7M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: DFAC (16.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $23.3M | 16.95% | 526,067 | — | — | |
| ▸ 2 | AFL | SH | $12.5M | 9.08% | 106,635 | — | — | |
| ▸ 3 | DFCF | SH | $9.0M | 6.57% | 214,289 | — | — | |
| ▸ 4 | AVUS | SH | $7.7M | 5.57% | 59,933 | — | — | |
| ▸ 5 | DFSD | SH | $7.2M | 5.25% | 151,303 | — | — | |
| ▸ 6 | DFIC | SH | $4.3M | 3.12% | 115,422 | — | — | |
| ▸ 7 | DFAI | SH | $3.8M | 2.79% | 93,290 | — | — | |
| ▸ 8 | AVDE | SH | $3.4M | 2.48% | 38,255 | — | — | |
| ▸ 9 | STIP | SH | $3.4M | 2.45% | 33,043 | — | — | |
| ▸ 10 | VUSB | SH | $2.9M | 2.10% | 57,989 | — | — |
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Frequently Asked Questions
What stocks does Approach Retirement Advisors, LLC hold as of Q2 2026?
Approach Retirement Advisors, LLC reported 82 positions worth $137.7M in its Q2 2026 13F filing. Largest positions: DFAC (16.9%), AFL (9.1%), DFCF (6.6%), AVUS (5.6%) and DFSD (5.2%).
What did Approach Retirement Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Approach Retirement Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.