Approach Retirement Advisors, LLC
Approach Retirement Advisors, LLC reported 82 holdings worth US$138M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Approach Retirement Advisors, LLC reported 82 holdings worth US$138M as of Jun 30, 2026. Largest: Aflac Incorporated, Berkshire Hathaway Inc. and Exxon Mobil Corporation. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 82
- Value as reported
- US$138M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Aflac Incorporated | 107K | US$12.5M | 9.1% |
| Berkshire Hathaway Inc. | 5,140 | US$2.57M | 1.9% |
| Exxon Mobil Corporation | 8,911 | US$1.22M | 0.88% |
| Advanced Micro Devices Inc | 1,493 | US$867K | 0.63% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,735 | US$829K | 0.60% |
| Procter & Gamble Company (the) | 5,378 | US$789K | 0.57% |
| International Business Machines Corporation | 2,497 | US$702K | 0.51% |
| Coca-cola Company (the) | 7,207 | US$586K | 0.43% |
| Southern Company (the) | 6,067 | US$581K | 0.42% |
| Microsoft Corp. | 1,392 | US$519K | 0.38% |
| Alphabet Inc (google) Class C | 1,265 | US$452K | 0.33% |
| Duke Energy Corporation (holding Company) | 3,369 | US$426K | 0.31% |
| Apple Inc | 1,366 | US$395K | 0.29% |
| Thermo Fisher Scientific Inc | 650 | US$326K | 0.24% |
| Chevron Corporation | 1,879 | US$312K | 0.23% |
| Meta Platforms, Inc. | 508 | US$286K | 0.21% |
| Texas Instruments Incorporated | 899 | US$268K | 0.19% |
| Amazon.com, Inc. | 1,081 | US$258K | 0.19% |
| Molina Healthcare Inc | 1,100 | US$252K | 0.18% |
| Nvidia Corporation | 1,156 | US$231K | 0.17% |