13F Insight
DOSSIER · 13F-HR · Q1 2026

Prepared Retirement Institute LLC

$202M in tracked AUM across 79 positions as of Q1 2026.

PR
CIK 0002056037 · last filed Mar 31, 2026
Total AUM
$202M
as of Q1 2026
Holdings
79
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Prepared Retirement Institute LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$25M115K12.3%02
SCHD
SCHWAB STRATEGIC TR
$18M583K8.9%03
FELG
FIDELITY COVINGTON TRUST
$15M397K7.4%04
IHDG
WISDOMTREE TR
$13M269K6.4%05
CMBS
ISHARES TR
$13M257K6.2%06
VTI
VANGUARD INDEX FDS
$10M33K5.2%07
VCIT
VANGUARD SCOTTSDALE FDS
$9M107K4.4%08
SPYG
SPDR SERIES TRUST
$9M89K4.3%09
BND
VANGUARD BD INDEX FDS
$9M118K4.3%10
VB
VANGUARD INDEX FDS
$7M28K3.6%

Filing history

2026Q1Mar 31
$202M▲ 1.4%
79 positionsView →2025Q4Dec 31
$199M▲ 99.7%
80 positionsView →2025Q3Sep 30
$99M▲ 14.4%
46 positionsView →2025Q2Jun 30
$87M▲ 13.5%
48 positionsLocked2025Q1Mar 31
$77M▼ 56.3%
46 positionsLocked2024Q4Dec 31
$175M▲ 6.0%
79 positionsLocked2024Q3Sep 30
$165M▲ 9.5%
80 positionsLocked2024Q2Jun 30
$151M▲ 12.6%
81 positionsLocked2024Q1Mar 31
$134M▲ 0.4%
70 positionsLocked2023Q4Dec 31
$133M—
75 positionsLocked