Approach Retirement Advisors, LLC
Net buyer this quarter
$138M
26
+$75.3K
16.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AFL | $12.5M | 9.08% | 0.02% | Not reported | Q4 2025 |
 BRK.B | $2.57M | 1.87% | Not reported | +7.9% | Q4 2025 |
 SPY | $1.52M | 1.10% | Not reported | -0.1% | Q4 2025 |
 XOM | $1.22M | 0.88% | 0.00% | +0.2% | Q4 2025 |
 AMD | $867K | 0.63% | 0.00% | -25.4% | Q4 2025 |
 TSM | $829K | 0.60% | 0.00% | -3.6% | Q4 2025 |
 PG | $789K | 0.57% | 0.00% | +0.2% | Q4 2025 |
 IBM | $702K | 0.51% | 0.00% | Not reported | Q4 2025 |
 KO | $586K | 0.43% | 0.00% | +0.3% | Q4 2025 |
 SO | $581K | 0.42% | 0.00% | +3.7% | Q4 2025 |
 DFAX | $522K | 0.38% | Not reported | +0.8% | Q4 2025 |
 MSFT | $519K | 0.38% | 0.00% | +7.4% | Q4 2025 |
 GOOGL | $452K | 0.33% | 0.00% | +3.4% | Q4 2025 |
| DUK | $426K | 0.31% | 0.00% | +6.0% | Q4 2025 |
 AAPL | $395K | 0.29% | 0.00% | +5.2% | Q4 2025 |
 DSL | $384K | 0.28% | Not reported | +3.0% | Q4 2025 |
 VYM | $365K | 0.26% | Not reported | +1.2% | Q4 2025 |
 TMO | $326K | 0.24% | 0.00% | Not reported | Q4 2025 |
 CVX | $312K | 0.23% | 0.00% | +0.2% | Q4 2025 |
 META | $286K | 0.21% | Not reported | -3.6% | Q4 2025 |
 AVIV | $276K | 0.20% | 0.01% | -0.6% | Q4 2025 |
 TXN | $268K | 0.19% | 0.00% | New | Q2 2026 |
 CET | $261K | 0.19% | Not reported | Not reported | Q4 2025 |
 AMZN | $258K | 0.19% | 0.00% | -4.8% | Q4 2025 |
 MOH | $252K | 0.18% | 0.00% | New | Q2 2026 |
 NVDA | $231K | 0.17% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AFL | $11.7M | 9.73% | 0.02% | Not reported | Q4 2025 |
| BRK.B | $2.28M | 1.90% | Not reported | +13.9% | Q4 2025 |
| XOM | $1.51M | 1.25% | 0.00% | +0.1% | Q4 2025 |
| SPY | $1.32M | 1.10% | Not reported | -2.6% | Q4 2025 |
| PG | $775K | 0.64% | 0.00% | +2.8% | Q4 2025 |
| TSM | $608K | 0.51% | 0.00% | Not reported | Q4 2025 |
| IBM | $605K | 0.50% | 0.00% | Not reported | Q4 2025 |
| SO | $565K | 0.47% | 0.00% | +9.5% | Q4 2025 |
| KO | $547K | 0.45% | 0.00% | Not reported | Q4 2025 |
 QQQ | $513K | 0.43% | Not reported | +0.1% | Q4 2025 |
| MSFT | $480K | 0.40% | 0.00% | +10.8% | Q4 2025 |
| DFAX | $478K | 0.40% | Not reported | +0.8% | Q4 2025 |
| DUK | $416K | 0.35% | 0.00% | +6.8% | Q4 2025 |
| AMD | $407K | 0.34% | 0.00% | Not reported | Q4 2025 |
| CVX | $388K | 0.32% | 0.00% | -28.5% | Q4 2025 |
| DSL | $365K | 0.30% | Not reported | +3.0% | Q4 2025 |
| GOOGL | $352K | 0.29% | 0.00% | +10.3% | Q4 2025 |
| VYM | $338K | 0.28% | Not reported | +0.5% | Q4 2025 |
| AAPL | $329K | 0.27% | 0.00% | +6.0% | Q4 2025 |
| TMO | $320K | 0.27% | 0.00% | Not reported | Q4 2025 |
| META | $302K | 0.25% | Not reported | +20.6% | Q4 2025 |
| AVIV | $268K | 0.22% | 0.01% | -21.5% | Q4 2025 |
| CET | $247K | 0.21% | Not reported | Not reported | Q4 2025 |
| AMZN | $236K | 0.20% | 0.00% | +30.5% | Q4 2025 |
| Q4 2025 | |||||
| AFL | $11.8M | 10.13% | 0.02% | New | Q4 2025 |
| BRK.B | $2.1M | 1.81% | Not reported | New | Q4 2025 |
| SPY | $1.42M | 1.23% | Not reported | New | Q4 2025 |
| XOM | $1.07M | 0.92% | 0.00% | New | Q4 2025 |
| PG | $748K | 0.64% | 0.00% | New | Q4 2025 |
| IBM | $740K | 0.64% | 0.00% | New | Q4 2025 |
| MSFT | $566K | 0.49% | 0.00% | New | Q4 2025 |
| TSM | $547K | 0.47% | 0.00% | New | Q4 2025 |
| QQQ | $545K | 0.47% | Not reported | New | Q4 2025 |
| KO | $503K | 0.43% | 0.00% | New | Q4 2025 |
| SO | $466K | 0.40% | 0.00% | New | Q4 2025 |
| DFAX | $457K | 0.39% | Not reported | New | Q4 2025 |
| AMD | $428K | 0.37% | 0.00% | New | Q4 2025 |
| CVX | $400K | 0.34% | 0.00% | New | Q4 2025 |
| TMO | $377K | 0.32% | 0.00% | New | Q4 2025 |
| DSL | $369K | 0.32% | Not reported | New | Q4 2025 |
| DUK | $349K | 0.30% | 0.00% | New | Q4 2025 |
| GOOGL | $347K | 0.30% | 0.00% | New | Q4 2025 |
| AAPL | $333K | 0.29% | 0.00% | New | Q4 2025 |
| VYM | $326K | 0.28% | Not reported | New | Q4 2025 |
| AVIV | $325K | 0.28% | 0.01% | New | Q4 2025 |
| META | $288K | 0.25% | Not reported | New | Q4 2025 |
| CET | $252K | 0.22% | Not reported | New | Q4 2025 |
 ABBV | $236K | 0.20% | 0.00% | New | Q4 2025 |
| AMZN | $201K | 0.17% | 0.00% | New | Q4 2025 |