13F Insight
DOSSIER · 13F-HR · Q2 2026

Prepared Retirement Institute LLC

$235M in tracked AUM across 94 positions as of Q2 2026.

PR
CIK 0002056037 · last filed Jun 30, 2026
Total AUM
$235M
as of Q2 2026
Holdings
94
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Prepared Retirement Institute LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$28M120K12.1%02
SCHD
SCHWAB STRATEGIC TR
$18M569K7.7%03
FELG
FIDELITY COVINGTON TRUST
$17M384K7.2%04
VTI
VANGUARD INDEX FDS
$17M45K7.1%05
IHDG
WISDOMTREE TR
$14M263K5.9%06
CMBS
ISHARES TR
$13M262K5.4%07
SPYG
SPDR SERIES TRUST
$10M88K4.5%08
VCIT
VANGUARD SCOTTSDALE FDS
$10M124K4.4%09
BND
VANGUARD BD INDEX FDS
$9M117K3.7%10
DIVI
FRANKLIN TEMPLETON ETF TR
$8M196K3.6%

Filing history

2026Q2Jun 30
$235M▲ 16.6%
94 positionsView →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