§ 13F · FUND PROFILE
Approach Retirement Advisors, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · — (13F)Positions · 78Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$116.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 507K | $20.1T | 17.3% | NEW |
| 2 | AFL | AFLAC INC | 107K | $11.8T | 10.1% | NEW |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 136K | $6.5T | 5.6% | NEW |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 153K | $6.5T | 5.6% | NEW |
| 5 | AVUS | AMERICAN CENTY ETF TR | 56K | $6.3T | 5.4% | NEW |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 111K | $3.8T | 3.3% | NEW |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 84K | $3.2T | 2.7% | NEW |
| 8 | AVDE | AMERICAN CENTY ETF TR | 36K | $3.0T | 2.6% | NEW |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 64K | $2.4T | 2.1% | NEW |
| 10 | AVIG | AMERICAN CENTY ETF TR | 57K | $2.4T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APPROACH SIGNAL
AC read
Approach Retirement Advisors, LLC is classified as a Income / Defensive fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed