Prepared Retirement Institute LLC Portfolio Holdings

Prepared Retirement Institute LLC

  • $170 Billion
  • Q2 2025

Prepared Retirement Institute LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $21.2B, Schwab Strategic Tr Us Dividen with a value of $14.6B, Spdr Portfolio with a value of $12.3B, Wisdomtree Tr with a value of $10.7B, and Fidelity Covington Trust with a value of $8.86B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $157B to 170B.

Prepared Retirement Institute LLC is based out at Lansdale, PA

Below you can find more details about Prepared Retirement Institute LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Billion
ETFs: $142 Billion
Technology: $6.02 Billion
Healthcare: $2.96 Billion
Financial Services: $2.07 Billion
Communication Services: $1.73 Billion
Consumer Cyclical: $1.17 Billion
Energy: $746 Million
Utilities: $586 Million
Other: $1.21 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $170 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Prepared Retirement Institute LLC Portfolio

Follow Prepared Retirement Institute LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prepared Retirement Institute LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prepared Retirement Institute LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email