Prepared Retirement Institute LLC Portfolio Holdings

Prepared Retirement Institute LLC

  • $192 Billion
  • Q3 2025

Prepared Retirement Institute LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $23.1B, Schwab Strategic Tr Us Dividen with a value of $16.1B, Fidelity Covington Trust with a value of $15.2B, Wisdomtree Tr with a value of $12.5B, and Ishares Cmbs ETF with a value of $12B.

Examining the 13F form we can see an increase of $22.1B in the current position value, from $170B to 192B.

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 $192 Billion
ETFs: $155 Billion
Technology: $6.74 Billion
Healthcare: $3.48 Billion
Financial Services: $2.21 Billion
Communication Services: $1.76 Billion
Consumer Cyclical: $1.35 Billion
Energy: $1.03 Billion
Utilities: $630 Million
Other: $833 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.1 Billion 12.06% of portfolio
107,176
Q3 2025 Added 3.67%
$0
$16.1 Billion 8.38% of portfolio
589,185
Q3 2025 Added 6.74%
Fidelity Covington Trust
-
$15.2 Billion 7.9% of portfolio
-
Q3 2025 Added 54.04%
$0
$12.5 Billion 6.51% of portfolio
270,876
Q3 2025 Added 14.41%
$0
$12 Billion 6.24% of portfolio
243,784
Q3 2025 Added 55.87%
$0
$10.1 Billion 5.26% of portfolio
96,475
Q3 2025 Reduced 25.4%
$0
$8.56 Billion 4.46% of portfolio
26,098
Q3 2025 Added 26.23%
$0
$8.48 Billion 4.42% of portfolio
114,073
Q3 2025 Added 1.38%
$0
$7.6 Billion 3.96% of portfolio
90,373
Q3 2025 Added 26.02%
$0
$7.5 Billion 3.91% of portfolio
269,964
Q3 2025 Added 9.43%
$0
$7.5 Billion 3.91% of portfolio
29,475
Q3 2025 Added 22.18%
$0
$5.91 Billion 3.08% of portfolio
9,651
Q3 2025 Added 4.14%
$0
$4.98 Billion 2.6% of portfolio
133,508
Q3 2025 Added 16.88%
$0
$4.61 Billion 2.4% of portfolio
55,590
Q3 2025 Added 3.95%
$0
$3.26 Billion 1.7% of portfolio
150,373
Q3 2025 Reduced 40.43%
$3.78T
$2.77 Billion 1.44% of portfolio
5,349
Q3 2025 Reduced 0.59%
$0
$2.02 Billion 1.05% of portfolio
39,428
Q3 2025 Added 32.3%
$0
$1.82 Billion 0.95% of portfolio
93,805
Q3 2025 Reduced 21.13%
$0
$1.78 Billion 0.93% of portfolio
3,717
Q3 2025 Reduced 21.33%
$4.3T
$1.66 Billion 0.87% of portfolio
6,533
Q3 2025 Added 0.4%
Franklin Templeton ETF Tr
-
$1.64 Billion 0.85% of portfolio
-
Q3 2025 Added 103.69%
$414B
$1.44 Billion 0.75% of portfolio
6,216
Q3 2025 Reduced 0.83%
$0
$1.09 Billion 0.57% of portfolio
5,200
Q3 2025 Added 37.09%
Te Connectivity PLC
-
$1.07 Billion 0.56% of portfolio
-
Q4 2024 Reduced 0.37%
$0
$1.06 Billion 0.55% of portfolio
5,597
Q3 2025 Reduced 18.12%
$465B
$1.02 Billion 0.53% of portfolio
5,441
Q3 2025 Added 0.83%
$0
$959 Million 0.5% of portfolio
1,440
Q3 2025 Reduced 0.07%
$0
$942 Million 0.49% of portfolio
1,408
Q3 2025 Reduced 30.19%
$0
$929 Million 0.48% of portfolio
27,732
Q3 2025 Added 19.6%
$0
$849 Million 0.44% of portfolio
10,626
Q3 2025 Added 8.52%
$0
$849 Million 0.44% of portfolio
12,630
Q3 2025 Added 16.97%
$490B
$833 Million 0.43% of portfolio
7,389
Q3 2025 Added 6.72%
$0
$758 Million 0.4% of portfolio
14,076
Q3 2025 Reduced 5.61%
$593B
$673 Million 0.35% of portfolio
2,392
Q3 2025 Added 0.04%
$1.37T
$647 Million 0.34% of portfolio
881
Q3 2025 Reduced 4.65%
$228B
$658 Million 0.34% of portfolio
4,909
Q4 2023 New
$235B
$658 Million 0.34% of portfolio
7,839
Q3 2025 Added 8.2%
$57.9B
$611 Million 0.32% of portfolio
2,847
Q3 2025 Reduced 0.25%
$0
$611 Million 0.32% of portfolio
8,982
Q3 2025 Reduced 60.9%
$881B
$592 Million 0.31% of portfolio
1,878
Q3 2025 Added 3.13%
$0
$554 Million 0.29% of portfolio
21,555
Q3 2025 Added 0.19%
$0
$564 Million 0.29% of portfolio
7,417
Q3 2025 Added 4.51%
$0
$497 Million 0.26% of portfolio
6,759
Q3 2025 Added 70.17%
$1.29T
$494 Million 0.26% of portfolio
1,111
Q1 2025 Reduced 4.31%
$522B
$480 Million 0.25% of portfolio
2,588
Q3 2025 Added 59.46%
$130B
$465 Million 0.24% of portfolio
1,307
Q3 2025 Added 11.52%
$0
$436 Million 0.23% of portfolio
5,459
Q3 2025 Added 11.93%
$0
$414 Million 0.22% of portfolio
8,825
Q3 2025 Added 62.88%
$0
$427 Million 0.22% of portfolio
7,429
Q3 2025 Reduced 4.94%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $192 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 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