Holdings
Approach Retirement Advisors, LLC
As of Jun 30, 2026, Approach Retirement Advisors, LLC reported 20 positions worth US$24.4M. Largest: Aflac Incorporated, Berkshire Hathaway Inc. and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Aflac Incorporated | 107K | US$12.5M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 5,140 | US$2.57M | +377 | Jun 30, 2026 |
| Exxon Mobil Corporation | 8,911 | US$1.22M | +20 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1,493 | US$867K | −507 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,735 | US$829K | −65 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 5,378 | US$789K | +12 | Jun 30, 2026 |
| International Business Machines Corporation | 2,497 | US$702K | no change | Jun 30, 2026 |
| Coca-cola Company (the) | 7,207 | US$586K | +18 | Jun 30, 2026 |
| Southern Company (the) | 6,067 | US$581K | +216 | Jun 30, 2026 |
| Microsoft Corp. | 1,392 | US$519K | +96 | Jun 30, 2026 |