Prepared Retirement Institute
$235M 13F equity value
96 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Prepared Retirement Institute covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 119,642 | $28M | 12.1% |
| SCHD | SCHWAB STRATEGIC TR | 569,163 | $18M | 7.7% |
| FELG | FIDELITY COVINGTON TRUST | 384,328 | $17M | 7.2% |
| VTI | VANGUARD INDEX FDS | 44,970 | $17M | 7.1% |
| IHDG | WISDOMTREE TR | 263,132 | $14M | 5.9% |
| CMBS | ISHARES TR | 261,927 | $13M | 5.4% |
| SPYG | SPDR SERIES TRUST | 88,035 | $10M | 4.5% |
| VCIT | VANGUARD SCOTTSDALE FDS | 123,736 | $10M | 4.4% |
| BND | VANGUARD BD INDEX FDS | 117,220 | $9M | 3.7% |
| DIVI | FRANKLIN TEMPLETON ETF TR | 196,385 | $8M | 3.6% |
Track Prepared Retirement Institute's 13F portfolio: $235M in reported holdings, 96 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}