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Apple shares owned by Approach Retirement Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Approach Retirement Advisors from 13F filings

Historical chart of Approach Retirement Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Approach Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Approach Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $333k 1.2k 271.91

More positions owned by Approach Retirement Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
AFLAC Incorporated (AFL)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Approach Retirement Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple