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Prepared Retirement Institute

Latest statistics and disclosures from Prepared Retirement Institute's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, JPM, BRK.B, XOM, MCD, and represent % of Prepared Retirement Institute's stock portfolio.
Added to shares of these 3 stocks: VZ, CVX, MSTR.
Started 3 new stock positions in VZ, CVX, MSTR.
Reduced shares in these 4 stocks: , NXTG, LMT, .
Sold out of its positions in NXTG, LMT, ORCL, DIA.
Prepared Retirement Institute was a net seller of stock by $-1.1M.
Central Index Key (CIK): 0002056037

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Portfolio Holdings for Prepared Retirement Institute

Prepared Retirement Institute holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Valued At	Change in Shares
Microsoft Corporation (MSFT)	$0		View chart
JPMorgan Chase & Co. (JPM)	$0		View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	$0		View chart
Exxon Mobil Corporation (XOM)	$0		View chart
McDonald's Corporation (MCD)	$0		View chart
Wal-Mart Stores (WMT)	$0		View chart
Abbott Laboratories (ABT)	$0		View chart
Johnson & Johnson (JNJ)	$0		View chart
Chevron Corporation (CVX)	$0	NEW	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	$0		View chart
Cardinal Health (CAH)	$0		View chart
NVIDIA Corporation (NVDA)	$0		View chart
Morgan Stanley Com New (MS)	$0		View chart
Verizon Communications (VZ)	$0	NEW	View chart
Allstate Corporation (ALL)	$0		View chart
Apple (AAPL)	$0		View chart
Capital One Financial (COF)	$0		View chart
International Business Machines (IBM)	$0		View chart
Merck & Co (MRK)	$0		View chart
Ishares Tr Core S&p500 Etf (IVV)	$0		View chart
General Dynamics Corporation (GD)	$0		View chart
PPL Corporation (PPL)	$0		View chart
Amazon (AMZN)	$0		View chart
Spdr Gold Tr Gold Shs (GLD)	$0		View chart
Strategy Cl A New (MSTR)	$0	NEW	View chart
Select Sector Spdr Tr State Street Fin (XLF)	$0		View chart
Ishares Silver Tr Ishares (SLV)	$0		View chart
Tesla Motors (TSLA)	$0		View chart
Ishares Tr Select Divid Etf (DVY)	$0		View chart
Vanguard Index Fds Total Stk Mkt (VTI)	$0		View chart
Vanguard Index Fds Growth Etf (VUG)	$0		View chart
Vanguard Index Fds Mid Cap Etf (VO)	$0		View chart
Vanguard Index Fds Small Cp Etf (VB)	$0		View chart
Vanguard Specialized Funds Div App Etf (VIG)	$0		View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	$0		View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	$0		View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	$0		View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	$0		View chart
Ishares Tr Intl Sel Div Etf (IDV)	$0		View chart
Ishares Tr Us Aer Def Etf (ITA)	$0		View chart
Spdr Series Trust State Street Spd (SPYG)	$0		View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	$0		View chart
Wisdomtree Tr Us Smallcap Divd (DES)	$0		View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	$0		View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	$0		View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	$0		View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	$0		View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	$0		View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	$0		View chart
Ishares Tr Cmbs Etf (CMBS)	$0		View chart
Meta Platforms Cl A (META)	$0		View chart
Abbvie (ABBV)	$0		View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	$0		View chart
Leidos Holdings (LDOS)	$0		View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	$0		View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	$0		View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	$0		View chart
Ishares Tr Core Div Grwth (DGRO)	$0		View chart
Alphabet Cap Stk Cl A (GOOGL)	$0		View chart
Alphabet Cap Stk Cl C (GOOG)	$0		View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	$0		View chart
Ishares Tr Core Intl Aggr (IAGG)	$0		View chart
Ishares Tr Faln Angls Usd (FALN)	$0		View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	$0		View chart
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV)	$0		View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	$0		View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	$0		View chart
Global X Fds Us Pfd Etf (PFFD)	$0		View chart
Ishares Tr Core Divid Etf (DIVB)	$0		View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	$0		View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	$0		View chart
Alps Etf Tr Alerian Mlp (AMLP)	$0		View chart
Ishares Tr Us Sml Cp Value (SVAL)	$0		View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	$0		View chart
Trust For Professional Man Cross Brg Ultrst (CUSD)	$0		View chart
Constellation Energy (CEG)	$0		View chart
Capital Group Core Balanced SHS (CGBL)	$0		View chart
Fidelity Covington Trust Enhanced Large (FELG)	$0		View chart
Te Connectivity Ord Shs (TEL)	$0		View chart

Past Filings by Prepared Retirement Institute

SEC 13F filings are viewable for Prepared Retirement Institute going back to 2025

Prepared Retirement Institute 2026 Q1 filed April 30, 2026
Prepared Retirement Institute 2025 Q4 filed Jan. 29, 2026
Prepared Retirement Institute 2025 Q3 filed Oct. 21, 2025
Prepared Retirement Institute 2025 Q2 filed July 17, 2025
Prepared Retirement Institute 2025 Q1 filed May 2, 2025

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