13F Filings History of Approach Retirement Advisors, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$116,078,812
Signature - Title
Phillip B. Walker - CCO
Location
Vestavia, AL
Summary
This page shows a list of all the recent 13F filings made by Approach Retirement Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Approach Retirement Advisors, LLC reported 78 stock holdings with total value $116,078,812 as of Q4 2025. Top holdings included DFAC, AFL, DFSD, DFCF, and AVUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 78 $116,078,812 $0 $0 $0 DFAC, AFL, DFSD, DFCF, AVUS 13F-HR 29 Jan 2026, 09:04