Prepared Retirement Institute LLC Top Holdings and 13F Report (2026) About Prepared Retirement Institute LLCInvestment ActivityPrepared Retirement Institute LLC has $201.51 million in total holdings as of March 31, 2026.Prepared Retirement Institute LLC owns shares of 79 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 1.71% of the portfolio was sold this quarter.This quarter, Prepared Retirement Institute LLC has purchased 80 new stocks and bought additional shares in 33 stocks.Prepared Retirement Institute LLC sold shares of 30 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $24,756,239Schwab US Dividend Equity ETF $17,886,838FIDELITY COVINGTON TRUST $14,875,960WisdomTree International Hedged Quality Dividend Growth Fund $12,936,561iShares CMBS ETF $12,509,661 Largest New Holdings this Quarter 594972408 - Strategy $2,224,186 Holding166764100 - Chevron $342,222 Holding92343V104 - Verizon Communications $233,291 Holding Largest Purchases this Quarter Strategy 17,822 shares (about $2.22M)Franklin International Core Dividend Tilt Index ETF 24,126 shares (about $960.46K)Vanguard Total Stock Market ETF 2,581 shares (about $828.02K)FIDELITY COVINGTON TRUST 21,989 shares (about $824.37K)iShares CMBS ETF 16,036 shares (about $781.43K) Largest Sales this Quarter CrossingBridge Pre-Merger SPAC ETF 29,181 shares (about $570.78K)SPDR Portfolio S&P 500 Growth ETF 5,004 shares (about $489.94K)Vanguard Small-Cap ETF 682 shares (about $178.63K)WALMART INC 1,200 shares (about $149.15K)WisdomTree International Hedged Quality Dividend Growth Fund 2,771 shares (about $133.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrepared Retirement Institute LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$24,756,239$407,969 â–²1.7%115,11312.3%ETFSCHDSchwab US Dividend Equity ETF$17,886,838$32,582 â–¼-0.2%583,0138.9%ETFFIDELITY COVINGTON TRUST$14,875,960$824,368 â–²5.9%396,7987.4%ENHANCED LARGEIHDGWisdomTree International Hedged Quality Dividend Growth Fund$12,936,561$133,424 â–¼-1.0%268,6726.4%FinanceCMBSiShares CMBS ETF$12,509,661$781,434 â–²6.7%256,7146.2%ETFVTIVanguard Total Stock Market ETF$10,469,139$828,022 â–²8.6%32,6335.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,815,676$490,376 â–²5.9%106,5344.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$8,725,074$489,943 â–¼-5.3%89,1134.3%ETFBNDVanguard Total Bond Market ETF$8,679,242$37,409 â–²0.4%117,8604.3%ETFVBVanguard Small-Cap ETF$7,340,035$178,629 â–¼-2.4%28,0243.6%ETFFALNiShares Fallen Angels USD Bond ETF$7,121,257$61,964 â–¼-0.9%266,5143.5%ManufacturingDIVIFranklin International Core Dividend Tilt Index ETF$7,013,682$960,456 â–²15.9%176,1793.5%ETFVOOVanguard S&P 500 ETF$5,464,921$81,263 â–²1.5%9,1462.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$4,400,647$75,799 â–¼-1.7%53,2962.2%ManufacturingDIVBiShares Core Dividend ETF$3,268,935$341,881 â–²11.7%60,5921.6%ETFMSFTMicrosoft$2,643,266$684,414 â–²34.9%7,1411.3%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$2,454,260$103,282 â–²4.4%49,0461.2%ETFMSTRStrategy$2,224,186$2,224,186 â–²New Holding17,8221.1%Computer and TechnologySPCCrossingBridge Pre-Merger SPAC ETF$1,792,994$570,783 â–¼-24.1%91,6660.9%ETFITAiShares U.S. Aerospace & Defense ETF$1,689,719$229,482 â–²15.7%7,7240.8%ETFPFFDGlobal X U.S. Preferred ETF$1,652,880$94,245 â–¼-5.4%89,8300.8%ETFVUGVanguard Growth ETF$1,633,636$437 â–²0.0%3,7400.8%ETFUDIVFranklin U.S. Core Dividend Tilt Index ETF$1,624,202$9,240 â–¼-0.6%31,4660.8%ETFAAPLApple$1,610,154$47,208 â–¼-2.8%6,3440.8%Computer and TechnologySVALiShares US Small Cap Value Factor ETF$1,551,251$249,408 â–²19.2%43,1650.8%ETFABBVAbbVie$1,295,370$43,498 â–¼-3.2%5,9560.6%MedicalDVYiShares Select Dividend ETF$1,267,307$360,812 â–²39.8%8,3700.6%ETFXOMExxonMobil$1,255,192$4,242 â–²0.3%7,3980.6%EnergyTE CONNECTIVITY PLC$1,021,2720.0%4,8860.5%ORD SHSNVDANVIDIA$936,319$12,731 â–¼-1.3%5,3690.5%Computer and TechnologyMRKMerck & Co., Inc.$931,693$2,887 â–¼-0.3%7,7450.5%MedicalSPYSPDR S&P 500 ETF Trust$929,100$650 â–²0.1%1,4290.5%FinanceIVViShares Core S&P 500 ETF$910,575$4,572 â–¼-0.5%1,3940.5%ETFRDVYFirst Trust Rising Dividend Achievers ETF$865,980$2,117 â–²0.2%12,6830.4%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$852,470$159 â–²0.0%10,7540.4%ETFRSPInvesco S&P 500 Equal Weight ETF$746,828$6,142 â–¼-0.8%3,8910.4%ETFXLFFinancial Select Sector SPDR Fund$704,729$3,505 â–¼-0.5%14,2740.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$702,033$70,705 â–²11.2%11,2000.3%ManufacturingJNJJohnson & Johnson$629,007$22,735 â–¼-3.5%2,5730.3%MedicalDGROiShares Core Dividend Growth ETF$602,856$4,281 â–²0.7%8,5900.3%ETFALLAllstate$590,2970.0%2,8470.3%FinanceGLDSPDR Gold Shares$571,4250.0%1,3280.3%FinanceVXUSVanguard Total International Stock ETF$564,095$77 â–²0.0%7,3150.3%ETFCAPITAL GROUP CORE BALANCED$561,782$73,638 â–²15.1%16,3260.3%SHSSCHBSchwab US Broad Market ETF$545,638$2,761 â–²0.5%21,7390.3%ETFSLViShares Silver Trust$524,678$37,477 â–²7.7%7,7000.3%ETFVGKVanguard FTSE Europe ETF$502,241$37,917 â–²8.2%6,0930.2%ETFCOWZPacer US Cash Cows 100 ETF$485,702$20,957 â–²4.5%7,7640.2%ETFGOOGAlphabet$484,5990.0%1,6890.2%Computer and TechnologyABTAbbott Laboratories$484,397$19,610 â–¼-3.9%4,7180.2%MedicalJPMJPMorgan Chase & Co.$484,310$88,270 â–¼-15.4%1,6460.2%FinanceTSLATesla$469,520$56,506 â–²13.7%1,2630.2%Auto/Tires/TrucksMETAMeta Platforms$447,776$28,022 â–¼-5.9%7830.2%Computer and TechnologyAMLPAlerian MLP ETF$432,163$33,847 â–¼-7.3%8,2100.2%ETFFVALFidelity Value Factor ETF$425,657$10,480 â–²2.5%6,1330.2%ETFDESWisdomTree U.S. SmallCap Dividend Fund$392,157$34,540 â–¼-8.1%10,9110.2%FinanceVOVanguard Mid-Cap ETF$381,674$1,149 â–¼-0.3%1,3290.2%ETFAMZNAmazon.com$358,4330.0%1,7210.2%Retail/WholesaleGOOGLAlphabet$346,506$1,438 â–²0.4%1,2050.2%Computer and TechnologyCVXChevron$342,222$342,222 â–²New Holding1,6540.2%EnergyIDViShares International Select Dividend ETF$337,5860.0%7,9320.2%ETFVUSBVanguard Ultra-Short Bond ETF$330,2740.0%6,6340.2%ETFMSMorgan Stanley$328,6460.0%1,9970.2%FinanceCOFCapital One Financial$325,6380.0%1,7850.2%FinancePPLPPL$323,750$36,023 â–¼-10.0%8,4750.2%UtilitiesCAHCardinal Health$309,038$18,813 â–¼-5.7%1,4620.2%MedicalBRK.BBerkshire Hathaway$292,7910.0%6110.1%FinanceWALMART INC$288,233$149,150 â–¼-34.1%2,3190.1%COMVXFVanguard Extended Market ETF$286,679$50,421 â–¼-15.0%1,3930.1%ETFLDOSLeidos$280,2470.0%1,8020.1%Computer and TechnologyCEGConstellation Energy$277,149$10,058 â–¼-3.5%9920.1%EnergyMCDMcDonald's$275,7940.0%8870.1%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$260,732$15,497 â–²6.3%8,9510.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$254,3850.0%2,8960.1%ManufacturingGDGeneral Dynamics$245,638$343 â–²0.1%7160.1%AerospaceFDHYFidelity High Yield Factor ETF$242,481$3,932 â–²1.6%4,9950.1%ETFVZVerizon Communications$233,291$233,291 â–²New Holding4,6470.1%Computer and TechnologyIBMInternational Business Machines$220,599$48,241 â–¼-17.9%9100.1%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$210,975$15,692 â–¼-6.9%4,1410.1%ETFORCLOracle$0$466,311 â–¼-100.0%00.0%Computer and TechnologyNXTGFirst Trust Indxx NextG ETF$0$231,714 â–¼-100.0%00.0%ManufacturingLMTLockheed Martin$0$222,488 â–¼-100.0%00.0%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$0$206,645 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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