Prepared Retirement Institute LLC
All 13F Filings
- Location
- Lansdale, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 198,707
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 80 | 198,707 | 13F-HR | Prepared Retirement Institute LLC |
| Q3 2025 | 10/21/2025 | 84 | 191,847 | 13F-HR | Prepared Retirement Institute LLC |
| Q2 2025 | 7/17/2025 | 86 | 169,721 | 13F-HR | Prepared Retirement Institute LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 127.1 K | 64.0% | 3.901 K | 0 | 3.901 K |
| ETFs | 64.02 K | 32.2% | 3.164 K | 0 | 3.164 K |
| Debt | 226 | 0.1% | 0 | 41 | -41 |
| Other | 7.339 K | 3.7% | 0 | 161 | -161 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
198,707
Holdings
80
QoQ value change ($000)
6,860
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.