Approach Retirement Advisors, LLC
Q3 2026 13F filing
Updated 14 days ago80 disclosed positions worth $135.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $23.2M | 521.1K | 17.11% | Trimmed(-0.9%) |
| 2 | A AFLAC INC | $11.9M | 106.6K | 8.80% | Unchanged |
| 3 | H DIMENSIONAL ETF TRUST | $9.1M | 226.9K | 6.72% | Added(+5.9%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $8M | 62.3K | 5.90% | Added(+4.0%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $7.5M | 161.0K | 5.52% | Added(+6.4%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $4.2M | 112.7K | 3.13% | Trimmed(-2.3%) |
| 7 | C DIMENSIONAL ETF TRUST | $3.9M | 93.6K | 2.86% | Added(+0.3%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $3.7M | 41.2K | 2.74% | Added(+7.7%) |
| 9 | E ISHARES TR | $3.6M | 36.5K | 2.69% | Added(+10.4%) |
| 10 | V VANGUARD BD INDEX FDS | $3.1M | 61.9K | 2.27% | Added(+6.7%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $2.7M | 68.0K | 1.98% | Added(+0.4%) |
| 12 | ? N/A DFA INVT DIMENSIONS GROUP IN | $2.6M | 63.0K | 1.95% | — |
| 13 | V VANGUARD MALVERN FDS | $2.6M | 51.9K | 1.89% | Added(+1.5%) |
| 14 | B BERKSHIRE HATHAWAY INC DEL | $2.6M | 5.1K | 1.88% | Trimmed(-0.3%) |
| 15 | ? N/A AMERICAN CENTY ETF TR | $2.2M | 49.0K | 1.65% | Added(+5.6%) |
| 16 | ? N/A DFA INVT DIMENSIONS GROUP IN | $2.2M | 58.8K | 1.63% | — |
| 17 | ? N/A AMERICAN CENTY ETF TR | $1.9M | 21.3K | 1.42% | Added(+9.3%) |
| 18 | N DIMENSIONAL ETF TRUST | $1.9M | 48.9K | 1.42% | Trimmed(-2.1%) |
| 19 | ? N/A AMERICAN CENTY ETF TR | $1.9M | 15.9K | 1.39% | Added(+2.6%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 46.3K | 1.36% | Added(+0.1%) |
| 21 | ? N/A AMERICAN CENTY ETF TR | $1.7M | 18.4K | 1.27% | Added(+5.0%) |
| 22 | S STATE STR SPDR S&P 500 ETF T | $1.5M | 2.0K | 1.14% | Added(+0.1%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $1.3M | 29.9K | 0.95% | Trimmed(-1.2%) |
| 24 | B VANGUARD SPECIALIZED FUNDS | $1.3M | 5.5K | 0.95% | Trimmed(-0.7%) |
| 25 | V VANGUARD INDEX FDS | $1.2M | 5.8K | 0.92% | Added(+0.3%) |
| 26 | M DIMENSIONAL ETF TRUST | $1.2M | 21.6K | 0.89% | Added(0.0%) |
| 27 | X EXXONMOBIL HOLDINGS CORP | $1.2M | 7.2K | 0.86% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $1.1M | 16.3K | 0.83% | Added(+14.3%) |
| 29 | N DIMENSIONAL ETF TRUST | $1.1M | 31.3K | 0.78% | Trimmed(-1.0%) |
| 30 | V VANGUARD TAX-MANAGED FDS | $949K | 13.4K | 0.70% | Trimmed(-0.5%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $910K | 22.7K | 0.67% | Added(+0.0%) |
| 32 | V VANGUARD INDEX FDS | $874K | 9.7K | 0.65% | Added(+16.9%) |
| 33 | V VANGUARD INDEX FDS | $833K | 2.2K | 0.61% | Added(+6.2%) |
| 34 | P PROCTER & GAMBLE CO | $784K | 5.4K | 0.58% | Added(+0.3%) |
| 35 | ? N/A DFA INVT DIMENSIONS GROUP IN | $749K | 31.0K | 0.55% | — |
| 36 | V VANGUARD INTL EQUITY INDEX F | $739K | 4.7K | 0.55% | Added(+1.0%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $706K | 10.6K | 0.52% | Trimmed(-0.7%) |
| 38 | T TAIWAN SEMICONDUCTOR MANUFAC | $684K | 1.5K | 0.51% | Trimmed(-13.5%) |
| 39 | V VANGUARD INSTL INDEX FD | $639K | 8.4K | 0.47% | Trimmed(-8.9%) |
| 40 | K COCA COLA CO | $622K | 7.2K | 0.46% | Added(+0.2%) |
| 41 | M MICROSOFT CORP | $600K | 1.2K | 0.44% | Trimmed(-15.9%) |
| 42 | I INTERNATIONAL BUSINESS MACHS | $551K | 2.5K | 0.41% | Added(+0.3%) |
| 43 | A ADVANCED MICRO DEVICES INC | $538K | 879 | 0.40% | Trimmed(-41.1%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $519K | 9.4K | 0.38% | Trimmed(-1.3%) |
| 45 | D DIMENSIONAL ETF TRUST | $510K | 13.8K | 0.38% | Trimmed(-2.8%) |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $509K | 6.6K | 0.38% | Added(+0.1%) |
| 47 | E ISHARES TR | $495K | 4.7K | 0.37% | Unchanged |
| 48 | S SPDR SERIES TRUST | $476K | 5.3K | 0.35% | Added(+0.0%) |
| 49 | C DIMENSIONAL ETF TRUST | $455K | 10.7K | 0.34% | Trimmed(-3.3%) |
| 50 | V VANGUARD INTL EQUITY INDEX F | $449K | 7.6K | 0.33% | Added(+2.2%) |