Prepared Retirement Institute LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Prepared Retirement Institute LLC held in its portfolio 80 assets valued at $198,707,440 (i.e. $198.71M).
The most valuable assets in the portfolio included: VANGUARD SPECIALIZED FUNDS ($24.88M), SCHWAB STRATEGIC TR ($16.02M), and FIDELITY COVINGTON TRUST ($15.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 80 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prepared Retirement Institute LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 113216 | 24882616 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 584075 | 16021171 | US DIVIDEND EQ |
| FIDELITY COVINGTON TRUST | 374809 | 15629555 | ENHANCED LARGE |
| WISDOMTREE TR | 271443 | 13208408 | ITL HDG QTLY DIV |
| ISHARES TR | 240678 | 11812463 | CMBS ETF |
| VANGUARD INDEX FDS | 30052 | 10075404 | TOTAL STK MKT |
| SPDR SERIES TRUST | 94117 | 10042282 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 117352 | 8692276 | TOTAL BND MRKT |
| VANGUARD SCOTTSDALE FDS | 100608 | 8425945 | INT-TERM CORP |
| VANGUARD INDEX FDS | 28706 | 7404722 | SMALL CP ETF |
| ISHARES TR | 268833 | 7339135 | FALN ANGLS USD |
| FRANKLIN TEMPLETON ETF TR | 152053 | 5913339 | INTL COR DIV TIL |
| VANGUARD INDEX FDS | 9010 | 5650133 | S&P 500 ETF SHS |
| ISHARES TR | 54214 | 4489968 | 1 3 YR TREAS BD |
| ISHARES TR | 54255 | 2883637 | CORE DIVID ETF |
| MICROSOFT CORP | 5292 | 2559499 | COM |
| ISHARES TR | 46982 | 2349562 | CORE INTL AGGR |
| TRUST FOR PROFESSIONAL MANAG | 120847 | 2296690 | CROSSINGBRDG PRE |
| VANGUARD INDEX FDS | 3739 | 1824007 | GROWTH ETF |
| GLOBAL X FDS | 94952 | 1795538 | US PFD ETF |
| APPLE INC | 6530 | 1775128 | COM |
| FRANKLIN TEMPLETON ETF TR | 31645 | 1681887 | US CORE DIV TILT |
| ISHARES TR | 6675 | 1432991 | US AER DEF ETF |
| ABBVIE INC | 6156 | 1406584 | COM |
| ISHARES TR | 36225 | 1243607 | US SML CP VALUE |
| TE CONNECTIVITY PLC | 4886 | 1111614 | ORD SHS |
| NVIDIA CORPORATION | 5442 | 1014896 | COM |
| SPDR S&P 500 ETF TR | 1428 | 974062 | TR UNIT |
| ISHARES TR | 1401 | 959601 | CORE S&P500 ETF |
| EXXON MOBIL CORP | 7373 | 887323 | COM |
| FIRST TR EXCHANGE TRADED FD | 12652 | 878949 | RISNG DIVD ACHIV |
| VANGUARD SCOTTSDALE FDS | 10752 | 857257 | SHRT TRM CORP BD |
| ISHARES TR | 5987 | 844963 | SELECT DIVID ETF |
| MERCK & CO INC | 7769 | 817794 | COM |
| SELECT SECTOR SPDR TR | 14345 | 785685 | STATE STREET FIN |
| INVESCO EXCHANGE TRADED FD T | 3923 | 751578 | S&P500 EQL WGT |
| FIRST TR EXCHANGE TRADED FD | 10072 | 719632 | NASDAQ CYB ETF |
| JPMORGAN CHASE & CO. | 1946 | 627012 | COM |
| ABBOTT LABS | 4909 | 615049 | COM |
| ALLSTATE CORP | 2847 | 592603 | COM |
| ISHARES TR | 8529 | 592094 | CORE DIV GRWTH |
| SCHWAB STRATEGIC TR | 21629 | 567325 | US BRD MKT ETF |
| JOHNSON & JOHNSON | 2666 | 551813 | COM |
| VANGUARD STAR FDS | 7314 | 551772 | VG TL INTL STK F |
| META PLATFORMS INC | 832 | 549316 | CL A |
| ALPHABET INC | 1689 | 530100 | CAP STK CL C |
| SPDR GOLD TR | 1328 | 526300 | GOLD SHS |
| CAPITAL GROUP CORE BALANCED | 14186 | 501196 | SHS |
| TESLA INC | 1111 | 499639 | COM |
| VANGUARD INTL EQUITY INDEX F | 5633 | 470986 | FTSE EUROPE ETF |
| ORACLE CORP | 2392 | 466311 | COM |
| ISHARES SILVER TR | 7150 | 460603 | ISHARES |
| PACER FDS TR | 7429 | 447005 | US CASH COWS 100 |
| CAPITAL ONE FINL CORP | 1785 | 432613 | COM |
| FIDELITY COVINGTON TRUST | 5982 | 432313 | VLU FACTOR ETF |
| ALPS ETF TR | 8853 | 416280 | ALERIAN MLP |
| AMAZON COM INC | 1721 | 397241 | COM |
| WISDOMTREE TR | 11872 | 397119 | US SMALLCAP DIVD |
| WALMART INC | 3519 | 392024 | COM |
| VANGUARD INDEX FDS | 1333 | 386975 | MID CAP ETF |
| ALPHABET INC | 1200 | 375563 | CAP STK CL A |
| CONSTELLATION ENERGY CORP | 1028 | 363131 | COM |
| MORGAN STANLEY | 1997 | 354527 | COM NEW |
| VANGUARD INDEX FDS | 1638 | 342539 | EXTEND MKT ETF |
| VANGUARD BD INDEX FDS | 6634 | 330639 | VANGUARD ULTRA |
| PPL CORP | 9418 | 329830 | COM |
| INTERNATIONAL BUSINESS MACHS | 1109 | 328531 | COM |
| LEIDOS HOLDINGS INC | 1802 | 325081 | COM |
| CARDINAL HEALTH INC | 1551 | 318819 | COM |
| ISHARES TR | 7932 | 312917 | INTL SEL DIV ETF |
| BERKSHIRE HATHAWAY INC DEL | 611 | 307119 | CL B NEW |
| SCHWAB STRATEGIC TR | 8419 | 274613 | US LCAP GR ETF |
| MCDONALDS CORP | 887 | 271204 | COM |
| WISDOMTREE TR | 2896 | 258989 | US QTLY DIV GRT |
| FIDELITY COVINGTON TRUST | 4914 | 242432 | ENHANCED HIGH YI |
| GENERAL DYNAMICS CORP | 715 | 240789 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2150 | 231714 | INDXX NEXTG ETF |
| ISHARES TR | 4449 | 226280 | FLTG RATE NT ETF |
| LOCKHEED MARTIN CORP | 460 | 222488 | COM |
| SPDR DOW JONES INDL AVERAGE | 430 | 206645 | UT SER 1 |
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