Prepared Retirement Institute LLC
All 13F Filings
- Location
- Lansdale, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 234,909
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 94 | 234,909 | 13F-HR | Prepared Retirement Institute LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54 K | 23.0% | 2.498 K | 0 | 2.498 K |
| ETFs | 180.7 K | 76.9% | 30.91 K | 0 | 30.91 K |
| Debt | 204 | 0.1% | 0 | 7 | -7 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
234,909
Holdings
94
QoQ value change ($000)
33,399
(16.6%)
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.