Approach Retirement Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 80 securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion of the holdings managed by Dimensional Fund Advisors and Vanguard. The top individual stock holding is Advanced Micro Devices Inc, which comprises 879 shares. Other notable individual stock positions include Berkshire Hathaway Inc Class B (5,122 shares) and ExxonMobil Holdings Corp (7,171 shares).
The filing indicates that all positions are held in a Sole voting capacity. The report was signed by Phillip B. Walker, the Chief Compliance Officer of Approach Retirement Advisors.
