Question 1

What stocks does APPROACH RETIREMENT ADVISORS LLC hold in its portfolio?

Accepted Answer

APPROACH RETIREMENT ADVISORS LLC's top stock holdings include AFL, DFAC, BRKB and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are APPROACH RETIREMENT ADVISORS LLC's largest stock holdings?

Accepted Answer

APPROACH RETIREMENT ADVISORS LLC's largest stock holdings as of their last filing include AFL (valued at approximately $12.5 million), DFAC (valued at approximately $23.3 million), BRKB (valued at approximately $2.6 million), DFCF (valued at approximately $9.0 million), 9666655D (valued at approximately $1.2 million).

Question 3

When was APPROACH RETIREMENT ADVISORS LLC's last SEC filing?

Accepted Answer

APPROACH RETIREMENT ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has APPROACH RETIREMENT ADVISORS LLC recently bought or sold?

Accepted Answer

APPROACH RETIREMENT ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has APPROACH RETIREMENT ADVISORS LLC reported?

Accepted Answer

APPROACH RETIREMENT ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does APPROACH RETIREMENT ADVISORS LLC invest in?

Accepted Answer

APPROACH RETIREMENT ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.