Prepared Retirement Institute LLC
All 13F Filings
- Location
- Lansdale, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 201,510
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 79 | 201,510 | 13F-HR/A - RESTATEMENT | Prepared Retirement Institute LLC |
| Q1 2026 | 4/30/2026 | 79 | 201,512 | 13F-HR | Prepared Retirement Institute LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.5 K | 25.6% | 0 | 75.63 K | -75.63 K |
| ETFs | 149.8 K | 74.3% | 85.78 K | 0 | 85.78 K |
| Debt | 211 | 0.1% | 0 | 15 | -15 |
| Other | 0 | 0.0% | 0 | 7.339 K | -7.339 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
201,510
Holdings
79
QoQ value change ($000)
2,803
(1.4%)
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.