§ 13F · FUND PROFILE
Prepared Retirement Institute LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $169.7T (13F)Positions · 86Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$206.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 113K | $24.9T | 12.5% | +6% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 584K | $16.0T | 8.1% | −1% |
| 3 | FELG | FIDELITY COVINGTON TRUST | 375K | $15.6T | 7.9% | +2% |
| 4 | IHDG | WISDOMTREE TR | 271K | $13.2T | 6.6% | ±0% |
| 5 | CMBS | ISHARES TR | 241K | $11.8T | 5.9% | −1% |
| 6 | VTI | VANGUARD INDEX FDS | 30K | $10.1T | 5.1% | +15% |
| 7 | SPYG | SPDR SERIES TRUST | 94K | $10.0T | 5.1% | −2% |
| 8 | BND | VANGUARD BD INDEX FDS | 117K | $8.7T | 4.4% | +3% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 101K | $8.4T | 4.2% | +11% |
| 10 | VB | VANGUARD INDEX FDS | 29K | $7.4T | 3.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PREPARED SIGNAL
AC read
Prepared Retirement Institute LLC is a Income / Defensive fund managing $169721.4 trillion in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed