Approach Retirement Advisors, LLC
•CIK: 2106948•Filing: Q4 2025
**Approach Retirement Advisors, LLC** manages $116M across a portfolio of 78 positions. The strategy exhibits concentrated exposure, with top holdings including DFAC at $20.1M and AFL at $11.8M. Significant allocations are also noted in DFSD ($6.5M) and DFCF ($6.5M). This structure suggests a focused, multi-sector approach within the retirement advisory space.
Total AUM
$116.1M
QoQ Performance
N/A
Positions
37
Top 10 Concentration
56.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
AFL
DFSD
DFCF
AVUS
DFAC17.3%
AFL10.1%
DFSD5.6%
DFCF5.6%
AVUS5.4%
DFIC3.3%
DFAI2.7%
AVDE2.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other91.9%
Technology2.3%
Financial1.8%
ETF1.2%
Energy0.9%
Utilities0.7%
Healthcare0.5%
Consumer Staples0.4%