StockDriftsStockDriftsTop 50 Prepared Retirement Institute LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 12.05% | 119.6K | $28.3M | new | $175.50(+40.52%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 7.68% | 569.2K | $18.0M | new | $25.01(+37.08%) | 2026-06-30 | |
| FELG | FIDELITY COVINGTON TRUST | 7.16% | 384.3K | $16.8M | new | $35.81(+24.00%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.08% | 45.0K | $16.6M | new | $303.88(+25.72%) | 2026-06-30 | |
| IHDG | WISDOMTREE TR | 5.87% | 263.1K | $13.8M | new | $41.67(+29.71%) | 2026-06-30 | |
| CMBS | ISHARES TR | 5.42% | 261.9K | $12.7M | new | $48.25(+0.16%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 4.46% | 88.0K | $10.5M | new | $64.57(+90.15%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.35% | 123.7K | $10.2M | new | $82.00(-0.93%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.66% | 117.2K | $8.6M | new | $72.32(-0.04%) | 2026-06-30 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 3.57% | 196.4K | $8.4M | new | $34.93(+27.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.44% |
Prepared Retirement Institute LLC reports $234.91M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are VIG (12.1%), SCHD (7.7%) and FELG (7.2%). The top 20 holdings account for 79.44% of reported assets. Its disclosed equity book has returned +29.02% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Prepared Retirement Institute LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056037). View Prepared Retirement Institute LLC’s 13F filings on SEC