Prepared Retirement Institute LLC — 13F holdings

Prepared Retirement Institute LLC reported 94 holdings worth $235M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. VIG VANGUARD SPECIALIZED FUNDS — $28.3M (12.1%)
  2. SCHD SCHWAB STRATEGIC TR — $18.0M (7.7%)
  3. FELG FIDELITY COVINGTON TRUST — $16.8M (7.2%)
  4. VTI VANGUARD INDEX FDS — $16.6M (7.1%)
  5. IHDG WISDOMTREE TR — $13.8M (5.9%)
  6. CMBS ISHARES TR — $12.7M (5.4%)
  7. SPYG SPDR SERIES TRUST — $10.5M (4.5%)
  8. VCIT VANGUARD SCOTTSDALE FDS — $10.2M (4.4%)
  9. BND VANGUARD BD INDEX FDS — $8.61M (3.7%)
  10. DIVI FRANKLIN TEMPLETON ETF TR — $8.39M (3.6%)