Prepared Retirement Institute LLC - Portfolio Stock Holdings

Prepared Retirement Institute LLC disclosed 93 stock positions in a recent SEC 13F filing. $233,639,072 of stock holdings were filed, with the largest holdings including VIG, SCHD, and FELG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $307,554,271 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.