Prepared Retirement Institute
Prepared Retirement Institute reported 94 stocks worth $235M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VIG (12.1%), SCHD (7.7%) and FELG (7.2%). Compared with Q1 2026, the fund opened new positions in AVLV, IDEV and SMMD, added to VIG, VTI and CMBS, trimmed SCHD, FELG and IHDG and sold out of LDOS and VZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VIG Vanguard Dividend Appreciation ETF | $28.3M | 12.1% | 120K | +4,529 (+4%) | 8 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $18M | 7.7% | 569K | −14K (−2%) | 8 of 8 | |
| 3 |  FELG Fidelity Covington Trust | $16.8M | 7.2% | 384K | −12K (−3%) | 6 of 8 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $16.6M | 7.1% | 45K | +12K (+38%) | 8 of 8 | |
| 5 |  IHDG Wisdomtree TR | $13.8M | 5.9% | 263K | −5,540 (−2%) | 8 of 8 | |
| 6 |  CMBS Ishares TR | $12.7M | 5.4% | 262K | +5,213 (+2%) | 6 of 8 | |
| 7 |  SPYG Spdr Series Trust | $10.5M | 4.5% | 88K | −1,078 (−1%) | 8 of 8 | |
| 8 |  VCIT Vanguard Scottsdale Fds | $10.2M | 4.3% | 124K | +17K (+16%) | 8 of 8 | |
| 9 |  BND Vanguard BD Index Fds | $8.6M | 3.7% | 117K | −640 (−1%) | 8 of 8 | |
| 10 |  DIVI Franklin Templeton ETF TR | $8.4M | 3.6% | 196K | +20K (+11%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prepared Retirement Institute 13F FAQ
What does Prepared Retirement Institute own?
Prepared Retirement Institute reported 94 stocks worth $235M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VIG (12.1%), SCHD (7.7%) and FELG (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Prepared Retirement Institute buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 38 added to, 25 trimmed and 2 sold out. New positions include AVLV, IDEV and SMMD. It sold all of LDOS and VZ.
When will Prepared Retirement Institute file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Prepared Retirement Institute's portfolio worth?
The Q2 2026 filing reports $235M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.