Q1 2026 · 13F-HR
Prepared Retirement Institute LLCholdings as filed
Filed 2026-04-30 · accession 0002056037-26-000003
$0
Reported value
0
Positions
2026-03-31
Period end
The Brief · Prepared Retirement Institute LLC · Q1 2026
AI · grounded in 13F
Prepared Retirement Institute LLC closed 80 positions this quarter. The largest exit was VIG with a reduction of $24.9M. The fund also fully exited positions in SCHD and FELG, reducing holdings by $16.0M and $15.6M respectively.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.