StockDriftsStockDriftsTop 50 Approach Retirement Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 16.95% | 526.1K | $23.3M | +2.06%(+10.64K) | $39.12(+17.55%) | 2026-06-30 | |
| AFL | AFLAC INC | 9.08% | 106.6K | $12.5M | +0.00%(+0) | $110.98(+9.26%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.57% | 214.3K | $9.0M | +22.31%(+39.08K) | $42.54(-2.03%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 5.57% | 59.9K | $7.7M | +4.33%(+2.49K) | $110.59(+18.89%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.25% | 151.3K | $7.2M | +10.92%(+14.90K) | $48.04(-1.29%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.12% | 115.4K | $4.3M | +4.24%(+4.69K) | $33.72(+16.31%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.79% | 93.3K | $3.8M | +6.24%(+5.48K) | $37.42(+15.77%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.48% | 38.3K | $3.4M | +7.25%(+2.58K) | $80.95(+16.02%) | 2026-06-30 | |
| STIP | ISHARES TR | 2.45% | 33.0K | $3.4M | +28.47%(+7.32K) | $102.86(-2.09%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 2.1% | 58.0K | $2.9M | +19.08%(+9.29K) | $49.88(-0.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.50% |
Approach Retirement Advisors, LLC reports $137.71M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (16.9%), AFL (9.1%) and DFCF (6.6%). The top 20 holdings account for 72.88% of reported assets. Its disclosed equity book has returned +7.81% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Approach Retirement Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106948). View Approach Retirement Advisors, LLC’s 13F filings on SEC