What does Prepared Retirement Institute LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD SPECIALIZED FUNDS

$25M115K12.3%

SCHWAB STRATEGIC TR

$18M583K8.9%

FIDELITY COVINGTON TRUST

$15M397K7.4%

WISDOMTREE TR

$13M269K6.4%

ISHARES TR

$13M257K6.2%

VANGUARD INDEX FDS

$10M33K5.2%

VANGUARD SCOTTSDALE FDS

$9M107K4.4%

SPDR SERIES TRUST

$9M89K4.3%

VANGUARD BD INDEX FDS

$9M118K4.3%

VANGUARD INDEX FDS

$7M28K3.6%

Filing history loading…