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Manager Profile

Approach Retirement Advisors, LLC

Diversified · Financial Services 13%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Vestavia, AL

Portfolio Value

$137.7M

Latest reported 13F value

Holdings

82

Distinct positions in last filing

Top Position

DIMENSIONAL ETF TRUST

Latest disclosed holding

Top 4

25434V708 AFL 25434V872 025072885 25434V864

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
13.4%
Technology
1.4%
Energy
1.1%
Consumer Defensive
0.9%
Utilities
0.7%
Communication Services
0.5%
Healthcare
0.4%
Consumer Cyclical
0.1%
Basic Materials
0%
Industrials
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
DIMENSIONAL ETF TRUST

Shares: 526.1K

23.3M

Position Value
2
Aflac Inc

Shares: 106.6K

12.5M

Position Value
3
DIMENSIONAL ETF TRUST

Shares: 214.3K

9M

Position Value
4
AMERICAN CENTY ETF TR

Shares: 59.9K

7.7M

Position Value
5
DIMENSIONAL ETF TRUST

Shares: 151.3K

7.2M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID