Portfolio (Quarterly) Guide ↗

Approach Retirement Advisors, LLC

· CIK 0002106948

13F Portfolio $120M AUM 79 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 35 Added 12 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ABBV	ABBVIE INC	Healthcare	1,033	$236K	0.20%	SOLD

Sector Allocation

Financial Services 64.3%

Technology 11.1%

Energy 8.6%

Consumer Defensive 6.0%

Utilities 4.5%

Communication Services 3.0%

Healthcare 1.5%

Consumer Cyclical 1.1%